Credit Entries (Vendor Credits)

Navigate via Spend management → Credit entries.

#Credit Entry States

State	UI Label
DRAFT	Draft
POSTED	Posted
PARTIALLY_CLEARED	Partially cleared
CLEARED	Cleared
ARCHIVED	Archived

A credit moves from Posted → Partially cleared → Cleared as it's applied to bills.

#Creating a Credit Entry

1. Click + Create credit entry
2. Fill in the header:
   • Vendor
   • Entity
   • Date
   • Currency
   • Amount
3. Add line items (each with quantity, unit price, GL account, cost center, tax category)
4. Save — the credit opens in Draft

#Posting (Publishing) a Credit

From the credit detail header, click Publish to post the credit. Once posted, it becomes available to apply against open bills.

#Applying a Credit to a Bill

1. Open a Posted credit entry
2. Click Apply to bill
3. The dialog lists open bills for the same vendor in the same currency
4. Pick the target bill and enter the application amount
5. Confirm

The dialog tracks:

• Remaining balance on the credit (credit amount minus already linked bills)
• Total invoice amount of each candidate bill

You can apply a credit across multiple bills in succession; each application reduces the remaining balance. When the credit is fully consumed, its state moves to Cleared.

To remove an application, click Unlink next to the linked bill in the credit's detail view.

#Other Actions

From the credit detail header:

• Archive — archive the credit (available in Draft and Posted)

#Related Articles

• Entering bills
• Scheduling payments