KB Corner: Best Practices When Applying Credits

July 2023    Tags: Credits, Resources, Tabs3 Billing

There are several methods for crediting a client’s account: write offs, write-downs, courtesy discounts, payment adjustments, credit transactions, or editing or deleting the original transaction. Knowledge Base Article R11760, “Best Practices When Applying Credits,” provides information on how each method affects reports, statements, GL integration, and more to help you decide how best to credit your client.

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