Can't get sequential invoicing right

[hostservice_71]

Hi all,

 

I'm getting complaints from Dutch customers that the invoicing is a mess and won't be accepted by tax authorities.

 

These are the settings I use:

 

Continuous invoice generation: yes

Sequential Paid invoice Invoice Numbering: yes

Sequentuial Invoice number format: Hostingcompany2014 - {number}

Next paid invoice Number: 2025

Invoice # incrementation: 1

Invoice starting #:

 

 

What happens is; the customer gets an invoice called 3015 for instance. Then when they pay, the invoice suddenly changes into Hostingcompany2014 - 3011.

 

The numbers don;t match up, which is a pain in the ** in administration.

 

As I'm typing this here, I suddenly noticed the option Sequential PAID invoice numbering.....should that be ticked off for both invoices having the same number, all the time?

 

How do I get it in sync right now?

[mbit]

That's the way it should be and it should be no pain in the ass whatsoever.

 

First you send them a pro-forma invoice (maybe you should make that visible on the invoice itself when still not paid) # 3015.

 

Once they pay that invoice, WHMCS makes it a "real" invoice and the numbering is set to your liking and they get an invoice which can be documented.

 

Explain to them...first invoice is just a pro-forma invoice, not a "real" invoice.

 

It has nothing to do with the tax authorities...if they book the paid invoices and if the invoice has all the information it should have.

[hostservice_71]

That's the way it should be and it should be no pain in the ass whatsoever.

 

First you send them a pro-forma invoice (maybe you should make that visible on the invoice itself when still not paid) # 3015.

 

Once they pay that invoice, WHMCS makes it a "real" invoice and the numbering is set to your liking and they get an invoice which can be documented.

 

Explain to them...first invoice is just a pro-forma invoice, not a "real" invoice.

 

It has nothing to do with the tax authorities...if they book the paid invoices and if the invoice has all the information it should have.

 

Thank you mbit,

 

There's no way to have something like pro-forma on that invoice?

[mbit]

When you enable sequential invoicing, you need to change your invoice template files (invoicepdf and viewinvoice)

 

You'll find this line in them and you need to uncomment it:

 

/*
** This code should be uncommented for EU companies using the sequential invoice numbering so that when unpaid it is shown as a proforma invoice **
if ($status!="Paid") {
   $invoiceprefix = $_LANG["proformainvoicenumber"];
}
*/

 

So...it should look like this:

 

if ($status!="Paid") {
   $invoiceprefix = $_LANG["proformainvoicenumber"];
}

 

That will change the "title" for pro-forma invoices (unpaid)

[hostservice_71]

I completely missed that!

 

For viewinvoice that would mean it changes to:

 

    <title>{$companyname} - {if $status eq "Paid"}{$LANG.invoicenumber}{*{else}{$LANG.proformainvoicenumber}{/if}*}{$invoicenum}</title>

 

correct?

 

it's found twice.

[mbit]

You need to remove smarty comments ({* and *})

 

So, it should be:

 

<title>{$companyname} - {if $status eq "Paid"}{$LANG.invoicenumber}{else}{$LANG.proformainvoicenumber}{/if}{$invoicenum}</title>

[hostservice_71]

You need to remove smarty comments ({* and *})

 

So, it should be:

 

<title>{$companyname} - {if $status eq "Paid"}{$LANG.invoicenumber}{else}{$LANG.proformainvoicenumber}{/if}{$invoicenum}</title>

 

That's the same thing right? Thanks, got it!