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EldorG
January 3, 2024
Question

Supplier Credit does not appear when paying bills

  • January 3, 2024
  • 2 replies
  • 0 views

I created a Supplier Credit, but when I go to Pay Bills, the credit does not appear.   Only the outstanding invoices appear.  If I go to Expenses, Suppliers, and look up that supplier, I DO see the credit, but from that screen I'm unable to pay bills. 

 

Any help would be greatly appreciated... we've been carrying that credit for 3 months now, unable to apply it to bill payments.

 

Thank you.

2 replies

T
Trish_T
January 3, 2024

Hi EldorG,

 

Welcome to Community!  There's nothing better than receiving a supplier credit or refund, to brighten up your day.  QuickBooks Online enables you to record and apply the credit with a few different options.  I would be glad to assist! 

 

If you already created an expense, follow these steps;

 

1. From the left menu, open +New, then Bank Deposit

2. Go to the Add funds to this deposit section:

3. Enter the amount refunded by the supplier and choose the Category/Account that you selected on the initial expense

4. If you deposited customer payments for invoices into the bank account, along with the supplier refund, add them in the Select the payments included in this deposit section.

For additional methods to apply the supplier credit, click here.

 

Feel free to touch base with us again, if any other questions come to mind.  We are always happy to help!

E
EldorGAuthor
January 3, 2024

Thanks for your reply but I don't think that's the solution.  Perhaps I didn't explain it correctly...

 

We have bills from that supplier which total say, $250.  We have entered a credit memo for $100 from that supplier using the "Supplier Credit" option.  The credit note does appear when we look at the transactions for the client, but when we want to pay the outstanding $250 invoices AND apply that credit we are unable to find that credit.  So we want to pay the supplier $150, listing all three invoices PLUS the credit note showing that we applied the credit.

 

This really doesn't sound like a bank deposit issue.

 

T
Trish_T
January 3, 2024

Hi EldorG,

 

Thanks for getting back to me with the additional information.  When you receive a credit from your supplier, and have a bill for items you've purchased from them, the best course of action is to create a bill, rather than an invoice.  This ensures the credit is applied to the expense account used for the supplier.  Supplier credits can be applied to any open or future bills.

 

When you’re ready to use the credit, these are the steps you will follow;

 

1. Open +New from the left menu and choose Pay bills

2. Select a bill for your supplier from the list

You'll see the available credit with this supplier in the Credit Applied field.

3. Complete the remaining fields 

4. Hit Save and close

 

I hope you find this helpful.  Let us know if you have additional questions or concerns.  we're here for you!

 

 

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Erin Pringle
January 22, 2024

Hello, 

I have recently run into this issue as well since the recent update. Bills and supplier credits have been entered and show in the system accordingly. Normally when I go to pay bills the supplier credit will show up and automatically apply, however this is not the case anymore. I tried the online chats help of going through the expense link to pay the bills and apply the supplier credits but again the credits do not show up. 

T
Trish_T
January 22, 2024

Hello Erin Pringle,

 

Thanks for joining us here.  If you're not seeing the credits to apply to your transactions, they may be set for QuickBooks to automatically apply them.  Here's how to check;

 

1. Open your Settings, then Account and settings

2. Select the Advanced tab

3. Click on the Edit ✎ in the Automation section

4. Turn off Automatically apply credits

5. Hit Save, then Done.

 

If you require additional assistance, please don't hesitate to contact our Customer Care team at the number provided above.   They'll be able to work with you in real time and ensure the credits are applied successfully.

 

Please feel free to reach out if any other questions come to mind.  We'll be here!

B
BFK123
April 10, 2024

When you fo turn off the automatically apply credits, how do you then see them so you can choose to apply them?

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