Question

I need to see what credits were used as payment

Forum|Forum|1 year ago
March 27, 2025
1 reply
0 views

Hello - I have a vendor who needs to know what credit memo number and amount of the credit we used for a large payment we made. The credits do not show up on the check stub and I'm not finding them in any reports. When we use a credit, it shows up as a 0.00 amount, and that we paid 0.00. It does NOT show the credit amount at all. I can't just match them up because some credits were so large they covered several invoices. I can't choose the particular credit that goes any particular invoice in this business. So, I have 2 questions 1- is there a list of credits by vendor report and WHERE might that be? 2- why doesn't it show up on a check stub so that we can all see which credit was used?

QuickBooks Desktop

R

RogelioL

We can directly open the bill to pinpoint the credit that was applied, and I'm more than happy to guide you through the steps.

To address your concerns, please note QuickBooks Desktop does not currently provide a built-in report for tracking which credit was applied to a specific bill. Additionally, the check stubs are designed not to show the details of the credits associated with payments.

We completely understand how crucial this information is for managing vendor relationships and accurately tracking payments. Thus, I encourage you to share your thoughts with our development team by submitting your suggestions.

Here’s how you can do it:

Go to the Help menu.
Choose the Send Feedback Online option.
Click on the Product Suggestion option, which will open a pop-up window.
Type in your feedback suggestion.
Finally, hit the Send Feedback button to submit your suggestion.

Our team actively reviews customer feedback to inform future updates and enhancements, making your input incredibly valuable.

In the meantime, I’d be glad to help you explore alternative methods for reviewing credits and payments, such as directly opening the bill to identify which credit is linked:

Go to Vendors, then choose Vendors Center.
Select a Vendor, then locate the bill.
Once located, double-click it.
In the Vendor, Transaction, and Approval section, hover to the Transaction.
There, you'll see the credit applied. Click it to open and see its complete details.

Additionally, you can check out this article to learn how to personalize your reports and save them for future use:

We truly understand the importance of managing credits effectively, and your feedback helps us improve. If there’s anything else you’d like to address or explore, don’t hesitate to connect with us. We’re always ready to help.

BigRedConsulting

@RogelioL RE: Additionally, the check stubs are designed not to show the details of the credits associated with payments.

That is incorrect. Have you tried it or did you just repeat nonsense someone else fed you?

When you pay a bill and apply a credit or discount to it, and then print the bill payment check with a voucher, the credits will be printed. QuickBooks has done this for at least 25 years.

Here's an example:

You can also go to the Bill, open the History (Ctrl-H) and print it, and the credit will also appear:

T

tsnaAuthor

I have been working with qb for 10+ years. The only time a credit is mentioned on a check is if it is used with the matching invoice. I have a payment to a vendor that was going to be over $15,000 but I had that much in credits that were NOT associated with any of those or any other invoices. The amount of the credit used isn’t on the check either, so neither the we nor the vendor can tell which ones we used

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