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Betty M
September 20, 2022
Question

Customer Credit

  • September 20, 2022
  • 1 reply
  • 0 views

My customer has a credit of 5K but they also are a vendor. I currently have a bill from the vendor for 3K. How do I apply the vendor bill of 3k against the credit on Accounts receivable. The customer/vendor will not pay the 3k since they have a credit of 5k. I hope this makes sense. Thank you for your input and assistance

1 reply

T
Trish_T
September 20, 2022

Hi Betty M,

 

Thanks for reaching out here.  QuickBooks Online provides the features you need to apply your supplier credit to your customer seamlessly.  I'd be happy to assist!

 

Here's how to create a supplier credit;

 

1. Select +New and then Supplier Credit

2. Enter the supplier name in the Supplier field

3. Add the Date, Amount and Account 

4. Hit Save and close

 

Follow these steps to apply the credit to the bill;

 

1. Open +New from the left menu

2. Select Expense 

3. Enter the supplier name using the ▼ dropdown menu in the Payee field

4. Leave the Ref/Cheque #, Date, Amount and Memo fields blank

5. In the Add to Expense section, choose Add for the outstanding bill and the supplier credit

6. Hit Save and close when done.

Here's a helpful guide for your reference.

 

Please don't hesitate to contact us if you require additional assistance.  

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

If you have any other questions or concerns, please reach back out.  We'd love to help!

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