How to CREDIT an invoice?

[kenwardc]

Hi Folks

 

This is a real problem for us. On every single accounting system I've ever used, there is the functionality to raise a credit on an invoice, let's say if the invoice was raised in error for example. I don't want to CANCEL the invoice because the client has already been sent the invoice and of course this would not be good practice. I don't want to create another invoice with a negative balance because if I do that, the WHMCS system will not allow the negative invoice to be closed and it remains marked as UNPAID on the system.

 

All I need to do is raise a credit invoice which balances the account without fuss. Is there a way to do this in WHMCS and, if not, is there a replacement for the Admin module from anyone that will allow this?

 

Any help really appreciated.

 

Cheers

Chris

[bear]

Check this out in the documentation:

http://docs.whmcs.com/Transactions#Managing_Credit

[kenwardc]

Hi bear

 

Thanks for your reply. I don't think anything in the documentation at the point you're talking about actually covers crediting an invoice once it has been created and sent to the customer and before payment is made on the invoice?

 

Cheers

Chris

[bear]

Unless I'm misunderstanding you, create the credit->visit the existing invoice->apply the credit.

That "pays" the invoice.

[kenwardc]

Hi

 

Create the credit? You're talking about adding a credit amount to a customer account? If yes then surely this will create a sales invoice for that amount? I'll have a look and get back to you?

 

Cheers

Chris

[kenwardc]

DOH! - You were so right, bear!

 

Thanks - I missed the little "Credit management" thing on the client summary screen. Done, dusted. Working. Thanks!!

 

Cheers

Chris