Skip to main content
S
Smithsg
March 3, 2021
Question

My Vendor Credits are not showing to be selected in the Bill Pay Screen

  • March 3, 2021
  • 3 replies
  • 0 views

When I go to pay a vendor, the credits to that vendor are no longer showing up on the Bill payment section where the credits have been previously.  The credits show in the vendor center as credits but I can not select them to apply against a payment.  This is a recent occurrence.  I have been able to do this with no trouble in the past.  No vendor credits are showing up in the Bill Payment window it is not just a specific vendor.. 

3 replies

S
ShiellaGraceA
March 4, 2021

Thanks for dropping by, @Smithsg.

 

I'll make sure you're able to apply the vendor credits. Let's run the Verify and Rebuild Data Utility tools. The Verify Data self-identifies the most commonly known data issues within a company file while Rebuild Data self-resolves most data integrity issues that the Verify Data finds. Let me walk you through the steps.

 

For Verify Data:

 

  1. Choose Window then Close All.
  2. Go to the File menu at the top, then select Utilities.
  3. Choose Verify Data.

 

If you encounter "Your data has lost integrity," indicates there is data damage in the file. Continue to the steps below to Rebuild Data and correct the problem.

 

  1. Hover towards the File menu, then tap Utilities.
  2. Pick Rebuild Data.

 

After rebuilding your data, restart your computer and check the vendor credits again.

 

If you're experiencing the same result, I recommend downloading our QuickBooks Tool Hub and run the QuickBooks File Doctor tool. This tool will help resolved data issues. Please refer to this article for step-by-step instructions: Fix common problems and errors with the QuickBooks Desktop Tool Hub.

 

Let me know if you still have questions or concerns with vendor credits. I'm always here for you. Take care and have a nice day ahead.

B
Brenda D1
August 19, 2021

I'm having the same issue w/ QBO

    A
    Archie_B
    August 19, 2021

    Hi there, Brenda D1.

     

    I'd like to help making you can see and apply those vendor credits.

     

    You can go to the Transaction List page and then apply the vendor credit to the bill you want to pay. Let me show you how:

     

    1. Go to Expenses menu.
    2. Choose Vendors.
    3. Hit the Transaction List tab.
    4. Select the the bill you’re working on and click the drop-down under the Action column to select Make payment.
    5. Make sure that the date range in the Outstanding Transactions is matched to the vendor credit's date.
    6. Once done, click on Save and close button.

     

    I'm adding this article that provides an overview of vendor credits. It includes how to apply it to the bill, expense, or checks: Enter a credit from a vendor.

     

    Let me know if you still need further assistance or other questions about vendor credits. I'm always here to help. Have a wonderful week!

    BigRedConsulting
    BigRedConsulting
    March 4, 2021

    Do you have more than one Accounts Payable account?  If so, note that only the bills and credits for the A/P account selected at the top of the Pay Bills window will appear.

    P
    phxuser
    April 15, 2023

    I"m having the same problem and none of these explanations are helping.

     

    Vendor issues me several invoices.

     

    Vendor then issues small credit against one.

     

    We then pay the sum of all the invoices and the credit.

     

    When I try to "Match" the payment from bank records, only the bills show up in the Match screen, not the credit.

     

    This is so basic and exasperating. Please help.

     

     

     

    J
    JamaicaA
    April 15, 2023

    There are some factors why the credit doesn't show up, @phxuser. I'll ensure you can get through this and match it successfully.

     

    We can only match the bill to the payments. That's why your vendor credit is not appearing since you'll need to link the vendor credit to the bill.

     

    Let's create a check and choose Accounts Payable as the affected account. This way, it'll be recorded as an available credit to be applied as payments for your bills. To easily review these transactions, you can pull up Transaction List by Vendor report. 

     

    Here's how: 

     

    1. At the top menu, select Reports.
    2. Click Vendors & Payables, then choose Transaction List by Vendor.
    3. At the top left, press the Customize Report button. 
    4. From the Display tab, tap Name on the COLUMNS section. 
    5. From the Filters tab, search for the Name and then click the drop-down arrow and select the name of the customer.
    6. Click OK.

     

    After that, we can link the entries from the Pay Bills page by following these steps:

     

    1. Go to the Vendors menu, then select Pay Bills.
    2. Check the deposit that matches the Vendor check amount under bills to be paid.
    3. At the lower right section, click on Set Credits and apply the Bill Credit you created. Then, select Done.
    4. When all set, choose Pay Selected Bills, then select Done.

     

    See this guide for an overview of vendor credits. It includes instructions on how to apply it to the bill, expense, or checks: Enter a credit from a vendor.

     

    If you need to run specific reports for your vendor, check out this article to learn how to personalize them: Customize vendor reports.

     

    Please let me know if you need clarification about this, or there's anything else I can do for you. I'll be standing by for your response. Take care.

     

     

     

    There are some factors why the credit doesn't show up, @phxuser. I'll ensure you can get through this and match it successfully.

     

    We can only match the bill to the payments. That's why your vendor credit is not appearing since you'll need to link the vendor credit to the bill.

     

    Let's create a check and choose Accounts Payable as the affected account. This way, it'll be recorded as an available credit to be applied as payments for your bills. To easily review these transactions, you can pull up Transaction List by Vendor report. 

     

    Here's how: 

     

    1. At the top menu, select Reports.
    2. Click Vendors & Payables, then choose Transaction List by Vendor.
    3. At the top left, press the Customize Report button. 
    4. From the Display tab, tap Name on the COLUMNS section. 
    5. From the Filters tab, search for the Name and then click the drop-down arrow and select the name of the customer.
    6. Click OK.

     

    After that, we can link the entries from the Pay Bills page by following these steps:

     

    1. Go to the Vendors menu, then select Pay Bills.
    2. Check the deposit that matches the Vendor check amount under bills to be paid.
    3. At the lower right section, click on Set Credits and apply the Bill Credit you created. Then, select Done.
    4. When all set, choose Pay Selected Bills, then select Done.

     

    See this guide for an overview of vendor credits. It includes instructions on how to apply it to the bill, expense, or checks: Enter a credit from a vendor.

     

    If you need to run specific reports for your vendor, check out this article to learn how to personalize them: Customize vendor reports.

     

    Please let me know if you need clarification about this, or there's anything else I can do for you. I'll be standing by for your response. Take care.

    Terms & ConditionsAccessibility statement