Enter an inline credit on a bill
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To enter an inline credit on a bill, add a negative line item. How an inline credit is applied depends on company configurations.
For example, you create a bill 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 bill nets to zero, the inline credits automatically apply and are consumed within the bill.
| 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 bill. Any remaining credit can be applied to any bill as a vendor credit on the Pay bills page. If your company is not configured to automatically apply inline credits, any inline credit is not applied within the bill. Instead, it becomes available to apply to any bill as a vendor credit on the Pay bills 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 | Bills: List, View, Add |
- Go to Accounts Payable > All and select Add (circle) next to Bills.
- Enter header information and line items.
- Create a negative line item.
- Post the bill.
If your company is enabled for bill approvals, select Submit instead.
Find out what happens next if:
Inline credits are automatically consumed within the bill. Pay the bill on the Pay bills page. There, you can drill-down to view the applied credits.
Inline credits are not automatically applied to the bill. The inline credits you create here separate from the bill and become credits that can be applied to any bill on the Pay bills page. For easy, clear application of credits, configure Accounts Payable to enable inline credits to be automatically applied to bills.
Learn how to apply credits and how to view applied credits on the Pay bills page.
Inline credits are automatically consumed across locations, regardless of company configuration.
After you post the bill, it appears in the Bills list with No Value as the state. No further action is needed.
For example, you create a bill 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 bill nets to zero, the inline credits automatically apply and are consumed within the bill.
