Enter an inline credit on an AP supplier invoice
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To enter an inline credit on a AP supplier invoice, add a negative line item. How an inline credit is applied depends on company configurations.
For example, you create a AP supplier invoice with two line items: A line item for your San Francisco location for R100 and a line item for your New York location for: R100. Because the AP supplier invoice nets to zero, the inline credits automatically apply and are consumed within the AP supplier 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 supplier invoice. Any remaining credit can be applied to any AP supplier invoice as a supplier credit on the Pay AP supplier invoices page. If your company is not configured to automatically apply inline credits, any inline credit is not applied within the AP supplier invoice. Instead, it becomes available to apply to any AP supplier invoice as a supplier credit on the Pay AP supplier 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 supplier invoices: List, View, Add |
- Go to Accounts Payable > All and select Add (circle) next to AP supplier invoices.
- Enter header information and line items.
- Create a negative line item.
- Post the AP supplier invoice.
If your company is enabled for AP supplier invoice approvals, select Submit instead.
Find out what happens next if:
Inline credits are automatically consumed within the AP supplier invoice. Pay the AP supplier invoice on the Pay AP supplier invoices page. There, you can drill-down to view the applied credits.
Inline credits are not automatically applied to the AP supplier invoice. The inline credits you create here separate from the AP supplier invoice and become credits that can be applied to any AP supplier invoice on the Pay AP supplier invoices page. For easy, clear application of credits, configure Accounts Payable to enable inline credits to be automatically applied to AP supplier invoices.
Learn how to apply credits and how to view applied credits on the Pay AP supplier invoices page.
Inline credits are automatically consumed across locations, regardless of company configuration.
After you post the AP supplier invoice, it appears in the AP supplier invoices list with No Value as the state. No further action is needed.
For example, you create a AP supplier invoice with two line items: A line item for your San Francisco location for R100 and a line item for your New York location for: R100. Because the AP supplier invoice nets to zero, the inline credits automatically apply and are consumed within the AP supplier invoice.
