Vendor Credit Application in Bill Pay

Wishlist
1

The application of vendor credits to bills is extraordinarily cumbersome.

  • Applying a single credit is not terrible, I can go to the Vendor Credit screen, click Apply To Bill and type in an Invoice Number - its one at a time but with quick clicks
  • Applying multiple credits to a bill is awful, I have to go the individual bill, add payment splits and search for the individual credits by looking at a separate screen.

Ideas for Improvement:

  • Include NetSuite Location as a criteria for the “Apply Credits” plus sign above the Payment section on the individual Bill so that location level P&L’s are accurate
  • On the Vendor Credits Screen, allow users to select multiple credits and have an option on the bottom bar to Apply All to Bill and ideally, have them auto applied to the oldest open bill for that location or at least let you search for an invoice number like when you’re applying a single credit.
  • Allow using the Apply To Bill button to add individual credits to bills that already have credits applied but still have a balance

There are lots of ways to make this better - please give us anything to start!

2 Likes
2

most of the time when you go to issue a payment you can select a credit memo along with invoices/bills and not have to apply it first. Doing it first means you have to notify the vendor as to which invoice you are applying the credit. This is cumberson. It would be easier, like in QuickBooks where you can select the bills and credit memos to create a payment without having to apply the paymtens first