Credit applied/used not shown in income figures

[hatster]

Hi,

 

Is there an option to set that will enable credit to be shown as income ?

 

I dont mind if it shows as income either when credit is added to a clients account OR when the credit is used to pay an invoice, but we need it to show one way or the other.

 

Thanks for any help.

[WHMCS John]

Hi

If you're referring to the Daily, Monthly, Yearly income stats at the top of the page, credit is counted in these statistics when the payment is made, not when the credit it used.

[hatster]

thanks for the reply.

 

if your meaning the home page which shows "income today". the credit on our system doesnt show in these figures wither when its added or when its used in an invoice.

 

I have tested it by adding credit to a client and then creating an invoice, using the credit tab on the invoice to add credit to invoice. this marks the invoice paid, etc, but the income today figure is still zero.

 

Maybe I have an option turned off somewhere ?

[blakeh]

My issue with the credits is that it doesn't show up as a transaction.

 

So when I'm entering invoices into our accounting system if something was paid by credit it never shows up. And the original credit entry doesn't show as a transaction either.

 

Somewhere there should be a report of the credit transactions.

[Alex - Arvixe]

thanks for the reply.

 

if your meaning the home page which shows "income today". the credit on our system doesnt show in these figures wither when its added or when its used in an invoice.

 

I have tested it by adding credit to a client and then creating an invoice, using the credit tab on the invoice to add credit to invoice. this marks the invoice paid, etc, but the income today figure is still zero.

 

Maybe I have an option turned off somewhere ?

 

But with this you have added the credit manually and applied those credits to the invoice. No where in this process has your client actually paid you anything so you didn't actually make any income.

 

Test it by enabling test/debug mode on your payment gateways and using the 'Add Funds' option from the client area. That way an invoice gets created, gets marked paid and should show up in your admin dashboard.

Edited March 11, 2015 by Alex - Arvixe

[WHMCS John]

Hi,

Credit added in that way won't count towards income as Alex explained.

 

However you can create a transaction record when adding credit if you'd like; use the Billing > Transactions List > Add Transaction tab and tick the "Credit" checkbox.

 

That way you'll get a transaction which will count towards the income, but the client will also get their credit.

[blakeh]

Hi,

Credit added in that way won't count towards income as Alex explained.

 

However you can create a transaction record when adding credit if you'd like; use the Billing > Transactions List > Add Transaction tab and tick the "Credit" checkbox.

 

That way you'll get a transaction which will count towards the income, but the client will also get their credit.

 

And it will still show up under manage credits so we can see the credits on account? If this is the better way to do it, (seems so) why does the manage credits function on the summary tab not just do this same process for the admin?

 

Follow up question, if I understand, you're saying this will create the credit transaction, but when the credit is applied to the invoice will a corresponding transaction be created? Currently if an invoice is paid by credit it doesn't show up in the transaction list. This is just a mess from an accounting standpoint.