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Hi, yes I have a tblcredit table and that table has a billing_note_id column that relates to this new system. The data in the tblcredit table has 3 records on it that relates to the new credit notes under the billing_note_id so we should also include this table. in my case it's only 3 records and it's because these clients had actual credit which is why the tblcredit table has actual records there

@bluesteam Don't remove those records now, I'll have a look to see what will happen if we remove these records. But do you have a table tblcredit, does it have some credit data as well?

@wtools We use a single currency. I have gone deeper in to the database to see where these credit notes are stored and found 3 tables tblaccounts (The actual credit transaction) tblbillingnotes (The summarised credit note lines shown on the invoice under Ledger) tblbillingnoteitems (The detailed ledger item in question) NOTE: I COMPLETELY understand that directly editing a database is NOT the way to go but WHMCS is leaving me no choice here. I can't raise NEW invoices for invoices that have already gone out to clients AND receipted. I suspect that deleting the transaction record and the related billing notes will remove these credit notes but I am unsure of the system impact it will have from a sequential id ordering perspective on the tables. What do you think will happen if I remove these records? Will it break the system?

@bluesteam Okay, now I understand what you mean. WHMCS is using the tblaccounts table for income calculations, as it has transactions based on each day's conversion rate. You have to use SQL quires on the tblaccounts table. Do you have multiple currencies or just one currency?

I never made any changes. You are confusing the statement the support staff made to the simple query I performed to see my actual income from the reported income in the dashboard. The query was a direct query to return the income results for the month. There is no changes I made from my side. I saw a discrepency from the annual income reports compared to actual money received and that's when I directly ran a query on the tblinvoices table and saw the difference. The support staff member is referring to that query that I performed. I don't have any custom displays. I need to fix the invoices that have incorrect credit notes and support is not telling me how to do that.

@bluesteam Regarding the below section, I am lil bit confused They are saying the difference is because you made some changes, but have you made any change to the income display?

So after the following reply to support: they replied with this: The problem is that when using the parameter $allow_adminarea_invoice_mutation = true the credit note is still not editable. I can adjust line items and split the invoice etc. but I need to REMOVE these credit notes from the invoices as they are not supposed to have credit notes added to them. Going forward I will do as they ask and use the Add Payment tab but these other invoices need to be corrected on the system. The invoices have already gone out to the clients and receipts have already been sent so I can't raise new invoices to fix this. This is an ADMIN nightmare at the moment!

The invoices and receipts have already gone out to the clients so deleting invoices is a no go I'm afraid. I suspect I am going to have to figure out a way to edit the invoice and remove the credit note and then add a payment. I have opened a ticket but support doesn't seem to see the issue clearly. The support staff member is telling me the following: The person doesn't seem to understand my problem so I am still going back and forth with them at this stage.

@sol2010 As you mentioned , staying at version 8.1.3 is the wise decision at the moment. As far as I can see most users who upgraded to v9 have various issues and it's night mare. With WHMCS what I would recommend that you never go with the latest version.

Are you able to actually just delete these invoices and credit notes - even through the database? It's very frustrating to be forced into this massive change. I guess the answer for the moment is to not upgrade from 8.13.4 (maybe you can downgrade back to 8.13.4 - if it is safe to do so - It does have Long Term Support still) @WHMCS John why can't you ... Version 9.1 - option to join or not to join, immutable invoicing. Our invoicing system is handled by Xero so these immutable invoicing changes are just added complexity we don't need.

What choice do we have though - I can't see that they will reverse this. It's very frustrating because we use Xero for our organisation. We should not be forced into this massive change. @WHMCS John why can't you give us the option to opt in or not? Our invoicing system is handled by Xero so these changes are just added complexity we don't need.

WHMCS support have told me recently that they're focusing on support tickets, and this community is not a good way to obtain support. Send a support/bug report and include the URL to your post and they will reply. Would be great if you post the reply here too. Will most likely be a case/bug number for a future release.

There are still issues. The nexus cart is API driven and WHMCS has not considered existing functionality for additional fields for domains (something that is in their documentation). Hold off for now. Unless you want to answer customer questions, and/or miss out on sales.

still issues? I am considering switching to test but dont even want to bother if there are still issues.

So after we have been told to rather use the Add Payment method instead for every single individual invoice, up to now for 15 years I have ALWAYS used the "Mark Paid" option for bank transfers as this is genuinely helpful when you have 5 invoices that need to be marked as paid. Now I have to edit every single invoice and mark them paid manually. What a MESS!! But now how do we fix the invoices that have credit notes added to them that are not being included in the reporting that were all marked with "Mark Paid" button? We can't edit the invoice after it has already been marked as paid and emails and invoices receipts have already gone out to clients! Did you manage to rectify the ones that have credit notes and were marked paid using the "Mark Paid" button so it shows in the financial reports? Do we just mark them as UNPAID and then add a payment? or what?

100% do not roll it , the changes they introduced with like locking an invoice once published etc are bad enough, let alone the bugs on top of this.

I was going to update to 9, but I think I'll stay on 8.1.3 😉 Sounds like v9 has a lot of issues.

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With invoice immutability being pushed on us, we really need a way to properly calculate taxes before invoices are published and can't be changed any more. There are multiple areas in the world where WHMCS's tax rules are too limiting, but there is no tax calculation hook where addons can overwrite the incorrect tax calculations. A simple hook that we can use after WHMCS calculated its taxes (for orders and invoices) where we can overwrite the tax calculations is all that is needed so tax compliance is not limited as much by WHMCS any more. As a user, if you need to have taxes calculated differently, please vote at https://requests.whmcs.com/idea/hook-for-tax-calculation_1 to convince WHMCS to implement a way to have the option to have any taxes you need calculated by an addon at least. WHMCS: This shouldn't take too long to program and document, and if you only have one new subscriber because they can use your system now, it'll pay for itself.

18 years later and still not resolved. If you came here looking for a solution, please vote at https://requests.whmcs.com/idea/hook-for-tax-calculation_1 to convince WHMCS to implement a way to have any taxes you need calculated by an addon at least.

Clearly a need for a feature request. 😇

The demand is there. This needs to be developed in your latest version.

@WHMCS John I agree. There has to be an upgrade process. Making it harder for customers and business owners is not the right answer.

@WHMCS John If you want this to be the new default Stripe module, a migration path from the current default Stripe module will be necessary.