Download and Print Vendor Credits

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

Download a Vendor Credit as a PDF

To download a vendor credit as a PDF:

• Go to Vendor Credits under Purchases.
• 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 Purchases.

• 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.

Print a Vendor Credit

To print a vendor credit:

• Go to Vendor Credits under Purchases.
• 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.