How to Apply Vendor Credit

Follow these steps to apply vendor credits on a vendor. The steps cover SedonaOffice version 6.2.0.14 and higher.

Overview

The steps below assume the correct permissions are given to perform all the steps. The vendor example is one that uses Comdata; however, the steps can also be used for other vendors as well.

Steps

1. Open the Vendor that the credit is to be applied.
2. Right click on the credit to be applied. Select Apply Credits.

3. When the Pay Bills window opens, click on the Vendor Credits Tab.
4. Click in the Apply box for the credit to use. You should see the total Payments amount at the bottom of screen.
5. Click on the Vendor Bills Tab.

6. Click on the box to Pay the bill.
7. Change the Paid amount to the amount of the Credit being applied. The Total Payments should now be $0.00.
8. Click Save.
9. Click the Yes button to apply.

10. When the Applying Credit Only window pops up, click Yes to apply and no check included.

11. In Pay Bill window, the bill that had the credit applied will still show in the list with the new balance after the credit:

12. Open the vendor and the Open Bills show the new Net Due after credit:

13. Reopen Comdata and the vendor bill shows the balance that is due after the credit is applied. You can pay the bill via Comdata.