How to apply Vendor Credits to an Invoice in Docyt

Steps to Apply Vendor Credits to Invoices:

1. Log into Docyt

1. Go to Docyt and log in with your credentials.

2. Navigate to Invoice Queue

1. Click on Expense from the top menu.

2. Select Bill Pay from the dropdown.

3. Then click on Invoice Queue to access your invoices.

3. Locate the Invoice

1. Identify the invoice that is in either "Needs Approval" or "Ready to Pay" status.

4. Apply Vendor Credit

1. On the right-hand side of the invoice, move the cursor to the amount tab and click on the arrow.

2. From the dropdown options, select Mark as Paid.

3. Choose Vendor Credit from the list of payment options.

5. Match Invoices and Credits

1. Select the invoice and any applicable vendor credit(s).

2. Ensure the Total Payment Amount = $0.

3. Click Continue.

6. Add Payment Date

1. Enter the Estimated Payment Date for record-keeping.

2. Click Mark as Paid.

What Happens Next?

The invoice and vendor credit will now appear in the ‘Paid’ tab of the Invoice Queue.