Credit an allied health invoice

Lumary AH - This article explains how to create a credit note for an invoice record.

This article explains the following:

• Credit an invoice, and
• refund or unlink SDs related to a Credit Note.

Credit an invoice

Once you've generated an invoice record, you can credit the invoice in full or for the remaining balance.

1. Go to the invoice, either by -
   • using the Search... field to search for the invoice number
   • going to the appointment and clicking on the Invoicing and Payments tab, or
   • going to the client's record, clicking on the Funding tab and scrolling down to the Invoices section.
2. Once you find the invoice record, click on the invoice number text link to open it.
3. Ensure the Invoice is in a Posted status.
4. Click the Credit Invoice button.
5. A Credit Note matching the invoice will be created and a Credit Allocation for the remaining balance will be assigned.
6. Navigate through the Credit Allocation record to the Credit Note.
7. Update any Credit Items required to match the Credit Allocation amount.
8. Click Edit on the Credit Note
9. Update the Status to Posted.
10. Click Save.

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Refund or unlink SDs related to a Credit Note

Once you've generated and posted a Credit Note, you can select actions to take for each credit item that will either return the funding tot he clients service agreements or will make the SD available to be re-invoiced.

1. Go to the credit note.
2. Once the Credit Note Status is updated to Posted, you'll find a button Refund/Unlink SDs.
3. Click the Refund/Unlink SDs button.
4. Use the tick boxes to select the credit items you wish to action.
5. Select teh Action to take for the selected items
   • Refund - This will create matching minus SDs for each Credit Item selected. These SDs will be linked to the original SDs that were invoiced.
   • Unlink - This will clear the linkage on the SD record to Invoices and Extracts, which will make them available for modification and re-invoicing.
6. Click Save.

Note: only a single action can be performed for each Credit Item. Once an action is performed the Credit Item will not be available for actioning again in the Refund/Unlink SDs modal.