Add Funds - What is the correct procedure when overage charges are automatically included?

[akust0m]

Hello,

 

A customer of mine paid $6.00 manually into our business account, I then generated an "Add Funds" invoice as the customer did not do so.

 

The invoice included the $6.00 Add Funds item but also a $1.71 disk space overuse charge for the month of March.

 

Is the correct procedure to apply a $6.00 to the $7.71 invoice and then pay the remaining $1.71 with the credit?

 

--

 

Also on a slightly different note, why isn't there an option in WHMCS to stop invoice generation for "Add Funds". This "Add Funds" function should not generate an invoice.

 

https://requests.whmcs.com/responses/have-option-to-not-create-invoice-when-customer-add-funds

 

Is there a way to add funds to an account, make it appear it income reports but not generate an invoice to the customer? This amount paid will end up on an invoice when it is used for a service, therefore it is doubled up by putting it on two or more invoices.

 

From the admin side, can I just add a new transaction and add it to the customers credit balance? This adds the payment to income reports, keeps a history in the "Transactions" tab but doesn't send the customer a confusing invoice.

 

Kind regards,

Chris

Edited April 1, 2015 by akust0m

[Kian]

About the main question I think that it depends a lot from your jurisdiction. It's hard to give an answer especially if there are taxes involved.

 

About the second question (the feature request) I understand your point of view but I don't think that WHMCS can help us with specific accounting questions of every single country/business. There are modules that already solve your issue and suppress invoice creation for add funds. For example I've already implemented it few weeks ago in one of my module.