Delete vendor credits

If you no longer need a vendor credit, you can delete (deactivate) it.

You must have manage bills/vendor credits permissions in your user role to delete vendor credits.


Deactivate a Vendor Credit from the bills list

  1. Click Bills in the left navigation menu
  2. Click the Vendor credits tab
  3. Click the Ref # of the vendor credit you'd like to delete
  4. Click the trash can icon
  5. Click OK to confirm

Deactivate a Vendor Credit from a vendor record

  1. Click Vendors in the left navigation menu
  2. Click the vendor's name
  3. Click the Vendor Credits tab
  4. Click the Ref # of the vendor credit you'd like to remove
  5. Click the trash can icon
  6. Click OK to confirm

Things to know

  • Deleted vendor credits cannot be restored to active status
  • If a vendor credit has been partially applied, all applied credits will be removed when the vendor credit is deleted