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Doctor Credit

Should we automatically match and offset credits issued to clear customer deductions?

Answer: I hate to answer a question with a question, but it is necessary in this case. Do you mail copies of credits to customers - or do the credits appear on the customer's monthly statement? If the answer to either question is 'Yes', then automatic write offs can cause a problem if the customer later takes the credit memo - which for many of us happens frequently.

 
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