Functions in Vendor Credits:: User Guide

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<div class="side-grid"><h2 id="in-this-page">IN THIS PAGE…</h2> <ul> <li><a href="#apply">Apply Credits to Bills</a></li> <li><a href="#refund">Refund Credits</a></li> <li><a href="#import">Import Refunds</a></li> <li><a href="#customize-template">Customize Template</a></li> </ul> </div> <h3 id="apply">Apply Credits to Bills</h3> <p>Vendor credits can be applied to other bills that are created for the same vendor. Doing so will reduce the bill amount accordingly. To do this:</p> <ol> <li> <p>Go to the <em>Vendor Credits</em> module on the sidebar.</p> </li> <li> <p>Open the vendor credit you want to apply to bills.</p> </li> <li> <p>Click the <strong>Apply to Bills</strong> button in the top right corner.</p> </li> <li> <p>Enter the amount to apply to each bill from the balance.</p> </li> <li> <p>Click <strong>Save</strong>.</p> <img alt="List of bills" src="/inventory/help/images/vendor-credits/apply-to-bills-1.png" width="580" /> </li> </ol> <p>Alternatively,</p> <ol> <li>Go to the <em>Bills</em> module on the sidebar.</li> <li>Open the bill for which you want to apply credits to.</li> <li>Click the <strong>Use Credits</strong> option in the bill.</li> <li>Enter the amount to apply to the bill from the available credit balance.</li> <li>Click <strong>Save</strong>.</li> </ol> <p>If you have used up a vendor credit completely, it is marked as <em>Closed</em>.</p> <hr> <h3 id="refund">Refund Credits</h3> <p>To refund a vendor credit:</p> <ol> <li> <p>Go to the <em>Vendor Credits</em> module on the sidebar.</p> </li> <li> <p>Select the vendor credit you want to refund.</p> </li> <li> <p>Click the <strong>More</strong> button, then select <strong>Refund</strong> from the dropdown.</p> <img alt="Refund Vendor Credits" src="/inventory/help/images/vendor-credits/refund.png" width="400" /> </li> <li> <p>Enter the amount that your vendor has refunded to you and select the account which tracks the refund.</p> </li> <li> <p>Click <strong>Save</strong>. You can view the refunds recorded in the Refunds History tab on your vendor credits page.</p> <img alt="View Refund History" src="/inventory/help/images/vendor-credits/refund-history.png" width="600" /> </li> </ol> <hr> <h3 id="import">Import Refunds</h3> <p>If you already have a list of credits from your vendors, you can import them into Zoho Inventory in CSV, TSV or XLS format.</p> <p>To know the format of the import, i.e. the columns and data to be included in the import file, you can download the sample import file which we鈥檒l be looking at in the steps below.</p> <ol> <li> <p>Go to the <strong>Vendor Credits</strong> module on the left sidebar.</p> </li> <li> <p>Click the <img alt="Menu icon" src="/inventory/help/images/icons/hamburger-icon.png" width="25" /> icon.</p> </li> <li> <p>Click the <strong>Import Refunds</strong> option.</p> <img alt="Import Refunds menu option" src="/inventory/help/images/vendor-credits/import-refunds-1.png" width="180" /> </li> <li> <p>Click the <strong>Choose File</strong> button to browse and upload your import file. You can download the sample CSV or XLS file for your reference.</p> </li> <li> <p>Click <strong>Next</strong> to proceed to the field mapping page.</p> <img alt="Import Refunds - upload file" src="/inventory/help/images/vendor-credits/import-refunds-2.png" width="500" /> </li> <li> <p>Map the columns in Zoho Inventory with the appropriate column in your import file.</p> </li> <li> <p>Click <strong>Next</strong> to proceed to the preview section.</p> </li> <li> <p>Preview the summary of the records that can be imported.</p> </li> <li> <p>Click <strong>Import</strong> if you’re ready, or else, click <strong>Previous</strong> if you need to make any changes.</p> </li> </ol> <hr> <h3 id="customize-template">Customize Template</h3> <p>You can change the overall look and feel, such as the font, background, orientation and size of your templates. Here鈥檚 how:</p> <ol> <li> <p>Go to <em>Settings</em>, then <em>Templates</em>.</p> </li> <li> <p>Click <strong>Vendor Credits</strong> from the templates list.</p> </li> <li> <p>Hover over a template and click <strong>Edit</strong>.</p> <img alt="Edit Template" src="/inventory/help/images/vendor-credits/template-vc1.png" width="300" /> </li> <li> <p>Make the necessary customizations to the template.</p> </li> <li> <p>Click <strong>Save</strong>.</p> <img alt="Customize Template" src="/inventory/help/images/vendor-credits/template-vc2.png" width="700" /> </li> </ol> <hr> </div> <div id="scroll-top-navigator" class="scroll-top text-center scroll-hidden no-print"> <div class="bg-img"></div> TOP </div> <div id="zom-app-popup" class="popup-banner scroll-hidden no-print"> <div style="position: relative;"> <div id="popup-close" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Simplifying inventory and order management</p> <div> <a class="btn zom-btn-filled zom-access" id="banner-signup-button" href="/inventory/signup?utm_source=help&utm_medium=popup" target="_blank" rel="noopener noreferrer"> SIGN UP - IT'S FREE </a> </div> </div> </div> <div id="zom-app-popup-signed" class="popup-banner scroll-hidden no-print signed"> <div style="position: relative;"> <div id="popup-close-signed" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="support-agent" alt="Zoho Inventory" src="/inventory/help/images/common/support-agent.png"> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Cannot find what you're looking for&quest;</p> <p class="popup-text-style popup-text-font">We're just a call away.</p> <div> <a class="btn zom-btn-filled zom-access" href="https://assist.zohobookings.com/#/customer/3846319000022739798?Source=help_docs" target="_blank" rel="noopener noreferrer" style="font-size: 12px !important; padding: 2px; width: 54%;"> Request a callback </a> </div> </div> </div> </div> <div class="help-footer row" id="footer"> <div class="col-md-3 mobile-img-section"> <img src="/inventory/help/images/getting-started/Inventory-mobile.png" alt="Zoho Inventory - Customer Support" class="footer-mobile pull-right"/> </div> <div class="col-sm-5 col-md-3 mobile-apps-description"> <div class="mobile-apps"> <b>Mobile Apps</b> </div> <p style="line-height:1;margin-top:5px;"> Available in all mobile platforms </p> <div> <a href="https://play.google.com/store/apps/details?id=com.zoho.inventory&referrer=utm_source%3Dzom_helpdoc%26utm_medium%3Dfooter_mobile_banner" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/android.svg"> </a> <a href="https://apps.apple.com/app/apple-store/id1037960494?pt=423641&ct=help_page_footer&mt=8" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/apple.svg"> </a> </div> <span class="font-xs lg-show">漏 2023, Zoho Corporation Pvt. 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Functions in Vendor Credits:: User Guide | Zoho Inventory