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How do I add a credit, fee or deposit to a vendor's balance?

Post a credit, fee or deposit to one vendor or to all vendors from the Rent page.

Go to Money > Rent & fees, open the Credits & fees tab, choose the type, pick the vendor (or all vendors), enter a description, amount and date, and click Post.

Who this is for: Store administrators.

These steps use the New Experience. If your menu looks different, click Switch to New Experience at the top of the page.

Steps

    1. Go to Money > Rent & fees.
    2. Open the Credits & fees tab.
Credits & fees
  1. Choose the type:
    • Credit - increases the vendor's balance (the store owes them more).
    • Fee (debit) - decreases the vendor's balance (they owe the store more).
    • Deposit - records a deposit payment. Deposits are kept separate and don't affect settlement calculations.
    • Use deposit as credit - applies a credit using the vendor's existing deposit (for example, toward their last month).
  2. Pick the vendor, or choose all vendors to post the same entry to everyone.
  3. Enter a Description explaining why, the Amount, and the Date. The description shows on the vendor's account activity.
  4. Click Post. The balance updates.

Common fixes

  • Sale rung up under the wrong vendor: post a fee (debit) to the wrong vendor and a credit to the correct vendor for the same amount, with the transaction number in the description.
  • Vendor paid rent outside Syncrostore (Zelle, cash to the owner): credit their account so the next rent run or settlement doesn't charge them again.
  • Prepaid several months of rent: credit the prepaid total. Monthly rent runs draw it down.
  • Duplicate or wrong rent charge: credit the vendor the amount of the extra charge.

Good to know

  • Entries can't be edited or deleted. If you make a mistake, post the opposite entry (a fee to cancel a credit, and so on).
  • Post all credits and fees before you run settlements, dated on or before the settlement cutoff, so they're included.
  • To review what you've posted, open the Recent activity tab on the Rent & fees page, or open the vendor (People > Vendors > View) and go to Account > Account activity.

Troubleshooting

  • The balance didn't change after a deposit: that's expected. Deposits are tracked separately. Use Credit or Fee (debit) to change the balance.
  • "Rent & fees" opens an access error: the page is for Administrators only.