Vendor Credits – Allow Applying Credits Across Projects for the Same Supplier

A contractor receives a 2% early payment discount from Patrick Morin when invoices are paid within the payment terms. Currently, Billdr does not support recording supplier early payment discounts directly during the payment process.

As a workaround, the accounting team:

1. Records the actual payment made.

2. Creates a vendor credit for the discount amount.

3. Applies the vendor credit to the invoice to bring the remaining balance to $0.

Current Limitation

The "Apply to Invoice" option only allows a vendor credit to be applied to an invoice if both the credit and the invoice belong to the same project.

This prevents users from applying a vendor credit to another invoice from the same supplier when the credit was created under a different project.

Requested Improvement

Allow vendor credits to be applied to any open invoice from the same supplier, regardless of the project associated with either the credit or the invoice.

Business Value

• Supports early payment discount workflows.

• Reduces manual accounting work and workarounds.

• Improves flexibility when managing supplier credits.

• Better reflects real-world accounting practices, where vendor credits are typically supplier-level rather than project-level.