Enter an inline credit on an AP purchase invoice
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To enter an inline credit on a AP purchase invoice, add a negative line item. How an inline credit is applied depends on company configurations.
For example, you create a AP purchase invoice with two line items: A line item for your San Francisco location for £100 and a line item for your New York location for: £100. Because the AP purchase invoice nets to zero, the inline credits automatically apply and are consumed within the AP purchase invoice.
| Subscription | Accounts Payable |
|---|---|
| Configuration |
As a best practice, configure Accounts Payable to automatically apply inline credits. This means that inline credits are automatically consumed within the AP purchase invoice. Any remaining credit can be applied to any AP purchase invoice as a supplier credit on the Pay AP purchase invoices page. If your company is not configured to automatically apply inline credits, any inline credit is not applied within the AP purchase invoice. Instead, it becomes available to apply to any AP purchase invoice as a supplier credit on the Pay AP purchase invoices page. You can configure your company so that inline credits are reserved strictly for application in the owning entity. This eliminates the need to generate inter-entity transactions to account for credits applied to the wrong entity. |
| User type | Business |
| Permissions | AP purchase invoices: List, View, Add |
- Go to Accounts Payable > All and select Add (circle) next to AP purchase invoices.
- Enter header information and line items.
- Create a negative line item.
- Post the AP purchase invoice.
If your company is enabled for AP purchase invoice approvals, select Submit instead.
Find out what happens next if:
Inline credits are automatically consumed within the AP purchase invoice. Pay the AP purchase invoice on the Pay AP purchase invoices page. There, you can drill-down to view the applied credits.
Inline credits are not automatically applied to the AP purchase invoice. The inline credits you create here separate from the AP purchase invoice and become credits that can be applied to any AP purchase invoice on the Pay AP purchase invoices page. For easy, clear application of credits, configure Accounts Payable to enable inline credits to be automatically applied to AP purchase invoices.
Learn how to apply credits and how to view applied credits on the Pay AP purchase invoices page.
Inline credits are automatically consumed across locations, regardless of company configuration.
After you post the AP purchase invoice, it appears in the AP purchase invoices list with No Value as the state. No further action is needed.
For example, you create a AP purchase invoice with two line items: A line item for your San Francisco location for £100 and a line item for your New York location for: £100. Because the AP purchase invoice nets to zero, the inline credits automatically apply and are consumed within the AP purchase invoice.
