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Share Vendor Credits

In this help document, you’ll learn the different methods using which you can share vendor credits.

Download a Vendor Credit as a PDF

To download a vendor credit as a PDF:

  • Go to Vendor Credits under Payables.
  • Click the vendor credit you want to download as a PDF.
  • Click PDF/Print and select PDF at the top.
  • Click Save in the pop-up that appears.

Export Vendor Credits

You can export the vendor credits created in your organization. Here’s how:

  • Go to Vendor Credits under Payables.
  • Click the More icon in the to right corner.
  • Hover over Export and:
    • Select Export Applied Vendor Credits if you want to export the vendor credits applied to bills.
    • Select Export Vendor Credits if you want to export all vendor credits.
  • Choose if you want to export All Vendor Credits or vendor credits added during a Specific Period.
  • If you chose Specific Period, select the Start Date and the End Date.
  • Select a Export Template if you want to export only specific fields of the vendor credits. If you don’t select any template, all fields will be exported.
  • Choose the Export File Format. You can choose from CSV, XLS, and XLSV.
  • Check the Include sensitive Personally Identifiable Information (PII) while exporting option if you want to include Personally Identifiable Information (PII).
  • Enter the File Protection Password if you want to protect the export file.
  • Click Export.

To print a vendor credit:

  • Go to Vendor Credits under Payables.
  • Click the vendor credit you want to print.
  • Click PDF/Print at the top and select Print.
  • Click Print again in the pop-up that appears.
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