Managing Payee Credits (How-to)

Accrual Accounting customers can create, manage, and apply payee credits for money owed back to specific payees, which can then be applied to one or more bills at any time. 

How to create a Payee Credit:

1. Navigate to the Payables page in LegFi.
2. Click into the Payees tab. 
3. Select the applicable Payee. 
4. Click Credits > Add Credit.
5. Enter the Amount, choose the Ledger Account, add Notes (optional), and Save.

How to apply a Payee Credit to a bill:

1. Navigate to the Payables page in LegFi.
2. Click into the Bills tab. 
3. Search for and click into the bill you intend to add the credit for. 
4. Select Credits > Add Credits.
5. Choose your credit from the drop down menu, and enter the amount that should be applied to the bill. 
6. Select Apply. 

How to manage Payee Credits: 

1. Navigate to the Payables page in LegFi.
2. Click into the Payee Credits tab. 
3. Search for and view Payee Credits. 
4. To delete a Payee Credit, select the three dots under Actions > Void.