## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/bh/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Other Actions for Vendor Credits

## Edit Vendor Credit

You can edit the details of any vendor credit. Here’s how:

*   Go to **Purchases** > **Vendor Credits**.
*   Select the vendor credit you want to edit.
*   Click the **Pencil** icon on top of the page.
*   Make the changes.
*   Click **Save**.

![Edit Vendor Credit](/books/help/images/vendor-credits/edit-vc.png)

* * *

## Insert Headers as Line Items

You can insert headers to group related line items in your vendor credit. When you have many line items, headers break the list into clear sections so the vendor credit is easier to read. For example, you can add a header such as Hardware Items, Office Supplies, or a project name and group the related line items under it. You can also insert multiple headers to your vendor credit.

To insert a header row in your vendor credit:

*   Go to **Purchases** > **Vendor Credits**.
*   Click **\+ New** in the top right corner to create a vendor credit, or select an existing vendor credit and click **Edit** to modify an existing one.
*   In the **Item Table**, click the **More** icon next to the required line item, and select **Insert New Header**. Alternatively, you can click the dropdown next to **\+ New Row** below the _Item Table_ and select **New Header**.
*   Type the title for the header.
*   Fill in the required fields and click **Save**.

The header will be added as a row and the line items below it will remain unchanged. To remove a header, click the **Remove** icon to the right of it.

**Insight:** Removing a header does not remove the line items below it.

* * *

## Insert Subtotals as Line Items

A subtotal row displays the total of the line items above it in your vendor credit. It includes all line items between the previous subtotal and the current subtotal, or all line items from the beginning of the vendor credit if no previous subtotal exists. It is calculated automatically and updates whenever line items are added, edited, or removed. For example, you can add a subtotal for a group of hardware items or a project. You can add multiple subtotals to a vendor credit.

To insert a subtotal row in your vendor credit:

*   Go to **Purchases** > **Vendor Credits**.
*   Click **\+ New** in the top right corner to create a vendor credit, or select an existing vendor credit and click **Edit** to modify an existing one.
*   In the **Item Table**, click the **More** icon next to the required line item, and select **Insert New Subtotal**. Alternatively, you can click the dropdown next to **\+ New Row** below the _Item Table_ and select **New Subtotal**.
*   The subtotal row will be inserted.
*   Fill in the required fields and click **Save**.

The subtotal will be added as a row and the line items below it will remain unchanged. To remove a subtotal, click the **Remove** icon to the right of it.

**Insight:** Removing a subtotal does not remove the line items below it. The line items remain in the vendor credit and are included in the final total.

* * *

## Download as PDF

You can download any vendor credit as a PDF. Here’s how:

*   Go to **Purchases** > **Vendor Credits**.
*   Select the vendor credit you want to download.
*   Click the **PDF** icon on top of the page.

![Download Vendor Credit](/books/help/images/vendor-credits/download-vc.png)

* * *

## Print Vendor Credit

You can print the details of any vendor credit. Here’s how:

*   Go to **Purchases** > **Vendor Credits**.
*   Select the vendor credit you want to print.
*   Click the **Print** icon on top of the page.
*   Check the Preview and click **Print**.

![Print Vendor Credit](/books/help/images/vendor-credits/print-vc.png)

* * *

## Attach Files to Vendor Credit

You can attach files to your vendor credit. This can be done through:

*   **Drag & Drop**: Upload files from your system (a maximum of 5 files, each of 5 MB).
*   **Cloud**: Upload from cloud resources like Zoho Docs, Google Drive, Dropbox, One Drive, etc.
*   **Documents**: Upload from the Documents folder in Zoho Books.

To attach files to your vendor credit:

*   Go to **Purchases** > **Vendor Credits**.
*   Select the required vendor credit.
*   Click the **Attach** icon on top of the page.
*   Select the desired option and attach your file(s).

![Attach Files to Vendor Credit](/books/help/images/vendor-credits/attach-files.png)

* * *

## Clone Vendor Credit

You can create a vendor credit in Zoho Books with details similar to an existing vendor credit, by cloning the vendor credit.

To clone a vendor credit:

*   Go to **Purchases** > **Vendor Credits**.
*   Click **More** > **Clone**.
*   Review the new vendor credit and save it.

![Clone Vendor Credit](/books/help/images/vendor-credits/clone-vc.png)

* * *

## Void Vendor Credit

If you void a vendor credit, it will no longer be valid and will not reflect in any of your transactions or reports. You can, however, make it active at a later point of time. This is a better alternative to deleting the vendor credit altogether.

To void a vendor credit:

*   Go to **Purchases** > **Vendor Credits**.
*   Click **More** > **Void**.
*   Enter the reason to void.
*   Click **Void it**.

![Void Vendor Credit](/books/help/images/vendor-credits/void-vendor-credit.png)

### Make the Vendor Credit Active

If you have [voided](/bh/books/help/vendor-credits/other-actions.html#void) a vendor credit, you can make it active again. Here’s how:

*   Go to **Purchases** > **Vendor Credits**.
*   Select the vendor credit to be made active.
*   Click **More** > **Convert to Draft** button on top of the page.
*   Enter the reason for making the vendor credit active again.
*   Click **Convert to Draft**.

![Unvoid Bill](/books/help/images/vendor-credits/unvoid-vc.png)

* * *

## Delete Vendor Credit

You can delete any vendor credit that you’ve recorded in Zoho Books. Here’s how:

*   Go to **Purchases** > **Vendor Credits**.
*   Select the vendor credit to delete.
*   Click **More** > **Delete**.
*   Click **Delete it** to confirm.

![Delete Vendor Credit](/books/help/images/vendor-credits/delete-vendor-credit.png)

* * *

## Export Vendor Credits

You can export all the vendor credits, or refunds for your vendor credits in Zoho Books to your system in the **CSV**, **XLS** or **XLSX** format. Here’s how:

*   Go to **Purchases** > **Vendor Credits**.
*   Click the **More** icon in the top right corner of the page.
*   Select **Export Vendor Credits** or **Export Refunds**.

![Export Vendor Credits](/books/help/images/vendor-credits/export-vc1.png)

*   Fill in the following details for your vendor credits or refunds.

![Export Vendor Credits](/books/help/images/vendor-credits/export-vc2.png)

Fields

Description

**Select Module**

By default, the **Vendor Credits** or **Vendor Credit Refunds** module will be selected, depending upon what you had selected before.

**Date Range**

Export **All Vendor Credits** or select a **Specific Period** for which you want to export the vendor credits.

**Fields in Export File**

If you want to export only certain fields, you can select a custom template. If you don’t have an export template, you can create a new one by clicking **\+ Add New**.

**Export As**

Select the format of your export file.

**Personally Identifyable Information (PII)**

If you have any PII that you are exporting, mark the box **Include Sensitive Personally Identifiable Information (PII) while exporting**. The PII fields include your vendor’s address, email address, phone number, bank account number and any sensitive custom field.

**Password**

Enter a password to secure your export file.

*   Click **Export**.

* * *

**Next >**  
[Vendor Credit Preferences](/bh/books/help/vendor-credits/preferences.html)

**Related**

*   [Overview - Vendor Credits](/)
*   [Basic Functions in Vendor Credits](/bh/books/help/vendor-credits/basic-functions.html)
*   [Functions in Vendor Credits](/bh/books/help/vendor-credits/functions.html)
*   [Manage Vendor Credits](/bh/books/help/vendor-credits/manage-credits.html)