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E
edward4
June 1, 2019
Question

How do i use the paybills option when my statement i paid includes credits, i select all the invoices but can not see how to select a credit to balance the payment made?

  • June 1, 2019
  • 1 reply
  • 0 views
my monthly supplier statement has a pay this by  date box, the value of this is made up of sales and credits, i pay this amount each month and clear the account.
when i try to use the "pay bill" option i select all the relevant invoices , but this adds up to more than i actually paid because i have not selected the credits (that are not on the list to select), to balance the payment , i have previously entered the suppliers credits using "suppliers credits (and the invoices were added using "add bill"
so when i go to banking i cant match the payment i made

all help would be gratefully received
regards
Edward

1 reply

AlexV
AlexV
June 3, 2019

You're almost there, Edward.

 

When you're on the Pay Bills page, you can enter manually the available credits. Let me show you how:

  1. From the Pay Bills page, click on the Credit Applied field.
  2. Below it, you can see the available credits.
  3. Enter manually the amount of the credits you want to apply.
  4. Click Save and close.

 

Another way of paying the bills with supplier credit is using a Cheque or Expense. Here's how:

  1. Go to the Plus icon and select either Cheque or Expense.
  2. From the Payee drop-down, select the supplier.
  3. Select the open bills and supplier credits at the right side.
  4. Select Save and close.

 

That should help you record bill payments. Comment below if you have other questions about credits. Have a great one!

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