Vendors and Accounts Payable
      Back to home
      1. Dye & Durham Knowledge Base
      2. Unity® Accounting
      3. Vendors and Accounts Payable

      How to Enter a Vendor Credit

      The Enter Credit feature in Vendors is used to apply a credit to a vendor.

      Steps:

      1. Click on Vendors > New Transaction > Enter Credit.
      2. Select the vendor.
      3. Enter the Original Reference or Invoice Number that you are applying the credit to.
      4. Enter the total amount.
      5. Select the client number or the G/L number.
        1. If the credit needs to be issued to client, enter C for client.
        2. If the credit needs to be issued to G/L, enter G for general ledger.
      6. Enter the code (disbursement code).
      7. Enter the amount and the GST and PST if applicable.
      8. Click on Post and Close.

      Tip:

      • When applying a credit, the Invoice number to which the credit needs to be entered should be unpaid or partially paid.