To remove vendor credit from a vendor's account, please follow the simple steps below:
1. Go to Vendors, and select Vendor Summary from the drop-down options.
The Vendor Summary provides a single place to quickly locate and manage all the vendor's data.
It contains an overview of the vendor's details, quick links to all management actions as well as list of all purchase orders, bills, shipments, credits and transactions.
It contains an overview of the vendor's details, quick links to all management actions as well as list of all purchase orders, bills, shipments, credits and transactions.
2. Then, use the search box to find your vendor.
You can search a vendor by:
- vendor ID
- vendor's company name
- vendor's name
3. Press the Manage Credits button from 'More Actions' column or simply press the Manage Credits tab.
4. On the 'Manage Credits' page, press the red bin icon in the row of the credit you wish to delete.
5. Finally, press the Yes button in the pop-up window to complete the process.
The available credit balance will be updated immediately.
That's it!
If you have any issues, please feel free to contact our Support Team.
How to add a new vendor