Create non-return credits

  • Updated on Apr 3, 2026
  • Published on Feb 20, 2026
  • 2 minute(s) read
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Overview

Non-return credit is a credit created without an association to inventory or returns. Profitability estimates are more accurate when you include non-return credits and non-purchase order (PO) bills in your job costs.

Who uses this feature

  • Administrators, office employees, managers, accountants, and bookkeepers

  • Applies to all business types

  • Applies to all trades

Feature configuration

  • Account configuration is required to use this feature. Please contact Technical Support for details.

  • The Purchasing Module is required to use this feature.

  • Permission is required to use this feature. Please contact the account administrator on your team.

Things to know

  • If you haven’t already enabled Payables, see Set up Accounts Payable.

  • When you create a return, a corresponding credit is automatically created.

  • Job Costing breaks down costs on jobs and projects so you can learn about payroll costs, equipment and material costs, and opportunities. For more information, see Run the Job Costing tool. When you add a non-return credit to a job, it is displayed on the Job Costing screen.

Create a non-return credit

  1. Go to the navigation bar and click Accounting.

  2. In the side panel, click Credits.

  3. On the Credits screen, click Create Credit.

  4. On the Create Credit screen, enter details in the fields:

    Note: You can use the Tab or Enter key to move to the next field

    1. Remittance Vendor: Select from the dropdown

    2. Job Number: Optional

      Tip: You can search jobs by customer name and click locations to find the appropriate job number.

    3. Reference Number: Enter a reference number

    4. Business Unit: Select from the dropdown

    5. Project Label: Select from the dropdown

    6. Credit Date: Use today’s date or enter another date

    7. Memo: Optional
      Form for creating credit with fields for vendor, date, and project labels.

  5. In the lower section of the Create Credit screen, click Expenses (if it’s not already selected) and enter expense information:

    1. Account: Select an account from the dropdown.

      Note: To view account numbers associated with active general ledger accounts, go to Settings > Operations > General Ledger Accounts.

    2. Business Unit: Update the business unit if needed.

    3. Job Number: Select from the dropdown.

    4. Memo (optional)

    5. Amount: Enter a dollar amount.
      Expense report showing account details, totals, and job number for purchasing.

  6. To add another expense, click Add at the end of a row and repeat the previous step to enter details about the expense.

    Note: To delete expenses or items, click Trash .

  7. Click Items and enter details about an item.

    Note: Items added to credits do not impact inventory.

    1. Item: Select from the dropdown.

      Note: Only non-inventory items appear in the dropdown. To add an inventory item to a credit, see Purchasing module.Tip: You can search for an item by entering all or part of an item name in the dropdown.

    2. Qty Billed: Quantity.

    3. Unit cost: Cost per unit.
      Invoice showing Flushometer Valve details, costs, and total expenses listed clearly.

  8. To add another item, click Add at the end of a row and repeat the previous step to enter details about the item.

  9. When you are done entering expenses and items, enter the Tax Rate as a percent or dollar value.
    Invoice summary showing sub-total, tax rate, and total amount due.

  10. When finished, click Save.

The non-PO credit appears in the Unreconciled tab of the Credits screen.

Tip: To add comments to a credit, click Comment and enter a comment.

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