How to Delete Vendor Credits applied to an Invoice?

Steps to Delete a Utility Vendor Credit

1. Log in to Docyt Go to Docyt and sign in to your account.

2. Access the Invoice Queue

   1. Click ‘Expense’ from the top header menu.

   2. Select ‘Bill Pay’ from the dropdown.

   3. Click ‘Invoice Queue’ to see all invoices and credits.

3. Locate and Open the Vendor Credit

   1. Find the utility vendor credit you wish to delete.

   2. Click to open the credit entry.

4. Verify Future Credit Application

   1. Confirm with your utility provider that this credit will appear on an upcoming bill.

5. Delete the Vendor Credit

   1. Click the check box located at the start of the invoice

   2. Once to check the checkbox, move the cursor below the Modules bar

   3. Click on the ‘More’ tab situated next to the verify tab.

   4. Click on the ‘Delete Invoice’ option.

   5. Confirm the option by clicking on the ‘Delete’ red button that appears in the new dialogue box.

1. Always verify with the utility provider that the credit will reflect in a future statement before deleting it in Docyt.

2. Keep a separate record of the deleted credit outside of Docyt for your internal financial documentation.