Changing the Status of a Credit Note

As credit notes is effectively a negative invoice, it is treated as an invoice in CCLAS and undergoes similar processes and status changes as production invoices after it is released.

Note: Credit notes are only created for production invoices after they are released and booked.

Released for authorisation—Assigns an Invoice Status of Released.
Authorised for transmission—Assigns an Invoice Status of Authorised.
Cancelled prior to transmission—Assigns an Invoice Status of Cancelled.

Once a credit note is authorised for issue to a client, the following activities apply another range of statuses to the invoice according to its progression with the client:

The lab has issued the credit note to the client (email, mail or fax)—Assigns a status of transmitted.
A transmitted credit note is accepted in the client system—Assigns a status of booked.
A booked credit note is credited to a client—Assigns a status of credited.

Each of these activities are performed using the CCINV—Invoice application, which can also be accessed using the Reporting and Invoicing » Invoices menu option.

All invoicing tasks are performed at laboratory level, and can only be completed by users with Office Manager privileges.

Automatic Actions for Credit Notes

A laboratory can be configured for automatic credit note workflows to:

Authorise credit notes automatically when they are released manually or automatically
Transmit credit notes automatically when they are authorised manually or automatically
Create credit notes as released or as booked automatically.

Each of these automation options is set in the laboratory, in the Invoicing tab of the CCLBRT—Laboratory application. Refer to Configuring a Laboratory for Invoicing for further information.