Overview
When you pay more than the bill amount, record the overpayment and manage vendor credits or request refunds.
Steps
Enter a payment amount larger than the bill’s Amount Due.
The system shows Amount in Excess.
Save the payment—an automatic vendor credit is created.
To refund, go to Vendor Credits, locate the credit, and record a refund transaction.
Tips
Monitor Vendor Credits to utilize overpayments on future bills.
Communicate with vendors before issuing refunds.
Troubleshooting
No vendor credit created? Ensure Amount in Excess is > 0 and that credit functionality is enabled under Settings → Purchase Settings.
Refund option greyed out? Check your user has permissions for Vendor Credits.