Apply vendor credits without switching platforms

How to identify available vendor credits

• Sync with QuickBooks Online: Automatically pull in vendor credits from your connected QuickBooks account for complete visibility
• Spot credits at a glance: See clear indicators under vendor names in your Vendors tab showing available credit amounts
• Access detailed credit information: Click into vendor details to view comprehensive credit breakdowns and amounts

How to apply credits to outstanding bills

• Navigate to vendor bills: Select “View Bills” from vendor details to see all outstanding invoices for that vendor
• Choose your preferred method: Either click into Bill Details and use the More menu, or go directly to the Bills tab and click “Pay” on any open bill
• Access the credit application: Select “Apply Vendor Credit” from the More menu or choose “Apply Credit” from the payment flow
• Confirm credit application: Review the credit application on the confirmation screen and click “Apply” to finalize the transaction

How to track credit usage and payment status

• Monitor payment updates: Watch as bills move automatically from the Bills tab to the Payments tab once credit is applied
• Identify credit payments: Easily spot bills that have been “Paid with Credit” through clear status indicators
• View detailed breakdowns: Click into completed payments to see comprehensive information about how credits were applied

How vendor credits improve your workflow

• Eliminate platform switching: Manage credit and payments entirely within Melio without jumping between different systems
• Maintain payment accuracy: Ensure all credit applications are properly tracked and recorded in your payment history
• Streamline accounts payable: Keep your entire vendor payment process organized in one centralized location