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useroau
Level 1

When I apply a vendor credit to a bill in billpay, it applies and looks right. then when I go to schedule payments... IN MELIO the vendor credit does not carry thru..??

MELIO charges my checking acct the full Bill without vendor credit applied..
8 Comments 8
CharleneMaeF
QuickBooks Team

When I apply a vendor credit to a bill in billpay, it applies and looks right. then when I go to schedule payments... IN MELIO the vendor credit does not carry thru..??

I'm here to ensure this issue gets investigated, useroau.

 

I'd suggest contacting Melio's customer support team to further check the root cause of why the vendor credit isn't properly applied. They’ll be able to investigate the transaction and share steps to resolve the issue.

 

Here's how:

 

  1. Head to the Melio support at this link
  2. You'll see the contact details of the app under the App information section.  melio1.JPG

 

Aside from the steps above, you can also connect with them using the Help button on the bill payment screen:

 

  1. From the bill payment screen, click the Help option to display the Frequently asked questions window.
  2. Select the green bubble icon Start a chat. 

melio2.JPG

For more details about vendor credit, please see this article: Enter a Credit from a Vendor.

 

Additionally, I'd recommend visiting our Expenses and vendors page.  From there, you can read some of our helpful articles that will guide you in completing your future tasks. 

 

In case you'll need assistance in applying for vendor credits, don't hesitate to get back on this thread. We're always here to help you. Have a good one.

CharleneMaeF
QuickBooks Team

When I apply a vendor credit to a bill in billpay, it applies and looks right. then when I go to schedule payments... IN MELIO the vendor credit does not carry thru..??

Hi useroau,

 

Hope you’re doing great. I wanted to see how everything about the vendor credit issue you've encountered? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

useroau
Level 1

When I apply a vendor credit to a bill in billpay, it applies and looks right. then when I go to schedule payments... IN MELIO the vendor credit does not carry thru..??

The Tech at Melio was able to show me a work around solution. Evidently at this time Vendor Credits applied to a bill do not pass thru into Melio when scheduling a payment. But she showed me how to do several steps in QBO prior to the payment to get the correct payment amount to flow thru.

 

Thank you!!

ZackE
Moderator

When I apply a vendor credit to a bill in billpay, it applies and looks right. then when I go to schedule payments... IN MELIO the vendor credit does not carry thru..??

Thanks for following up with the Community, useroau.

 

I'm happy to hear CharleneMae_F's information was able to help you find a solution.

 

You'll additionally be able to find many detailed resources about using QuickBooks in our help article archives.

 

Please don't hesitate to send a reply or create a new thread if there's ever any questions. Have a wonderful day!

koa102
Level 1

When I apply a vendor credit to a bill in billpay, it applies and looks right. then when I go to schedule payments... IN MELIO the vendor credit does not carry thru..??

I am having the same issue.  Credit looks right in bill pay area of quickbooks online but when you get to Melio it is the full amountof original bill.  No credit taken out.  This makes online bill pay thru Melio pretty much un-useable in my opinion.  Has this been fixed yet?

jolie.lotz@ybs.u
Level 3

When I apply a vendor credit to a bill in billpay, it applies and looks right. then when I go to schedule payments... IN MELIO the vendor credit does not carry thru..??

Just went through this annoying torture today.  Applying credits to vendors in QBO is ridiculously cumbersome and incoherent, even without Melio in the mix.  Melio's workaround is to apply credit within QB, then schedule payment.  Harvested this from Melio support site:

 

** Important, but not mentioned in by Melio post or QBO, I was unable to see or apply credit via Quickbooks Online pay bills as described UNTIL I toggled off online bill payment at top left of screen. Then could easily see editable Credit Applied text box.  Once any of the vendor invoices are selected via checkbox, credit will autopopulate amount into credit applied for each invoice you select until credit is zero balance, sometimes leaving partial balance of invoice.  Good Luck!

How do I apply a Vendor Credit in QuickBooks Bill Pay powered by Melio?   1 year ago  Not yet followed by anyone

How do I apply a Vendor Credit in QuickBooks Online (QBO) >> Melio

 

1) In QuickBooks Online (QBO), click the + New button

2) Choose Pay bills

3) On the Pay Bills screen, checkmark the bill you wish to pay, QBO will automatically apply the vendor credit *to each checked off bill leaving partial balance due or until credit is zero

4) Change the payment amount to $0.00 

** I was unable to change pymt amount to zero, as credit only partially paid the invoice it was applied to, leaving balance remaining of $10.  Had to close/save QB window, then re-open vendor, located payment on transaction list and edited to zero.  Then went to melio setup payment (credit still not showing), edited amount of same invoice where credit was applied to, making amount due match remaining balance of $10, same as it shows on QB for that invoice.

 

Huge unnecessary hassle thanks to QB convoluted lack of clarity with vendor credits, which should populate exactly the same as bills.   Does not need to be complicated.  ***Melio not allowing us to post credit balances via their portal definitely needs to be addressed.  Seriously odd that this issue is unresolved on Melio side.

Desoree
Level 1

When I apply a vendor credit to a bill in billpay, it applies and looks right. then when I go to schedule payments... IN MELIO the vendor credit does not carry thru..??

Can you walk me through the walk around? I have the exact same issue of a vendor credit that I want to apply to a bill. My client only used online bill pay (melio) for all methods of payment. PLEASE HELP! lol

ReymondO
QuickBooks Team

When I apply a vendor credit to a bill in billpay, it applies and looks right. then when I go to schedule payments... IN MELIO the vendor credit does not carry thru..??

Thanks for joining the thread, @Desoree.

 

I'd be glad to walk you through the steps in applying the vendor credits in QuickBooks Online. Aside from the suggestions above, you can perform these instructions to help apply your available credit to your bills:

 

  1. Go to the Expenses menu and select Bills.
  2. Click Unpaid, then look for the bill.
  3. Select Mark as paid.
  4. Check the boxes for the bills you want to apply the credits.
  5. Click Save and close.

For additional reference in handling vendor credits, you can check out this article: Enter vendor credits and refunds in QBO.

 

Visit us again here if you have further concerns about managing your bills. I want to make sure everything is taken care of.

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