Applying credits to a supplier payment?
Hi guy's, I am wondering how, or if there's a easier way then I'm trying to do, but all I want to do is add a supplier credit to my supplier payment. I'm sorry if this doesn't make sense but I'm Lean...
Forum Discussion
Hi Conspirio
Thank you so much for your post. Yes you're doing it correctly, To process a customer credit for times when a customer returns an item or cancels their order, you first need to record a credit transaction and then record the settlement of the credit as a refund or by applying it to another outstanding invoice.
This help article will give you more information about Settling customer credits and Customer returns, credits and refunds
Regards,
Earl
Is there any chance the software designers can include the credits in the supplier invoices list, to be checked off when making the supplier payment?
Then maybe they can show in the remittance advice also?
I have to manually list all credits applied when sending the remittance.
