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Credit invoice, how to manage?


dutchnet

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Hi all,

 

A client of ours received and payed his invoice (lucky us ;) )

the next day he requests a upgrade of his hosting account for which he receives a new invoice, without a credit note for the original invoice (stupid me ;) )

He pays the invoice in full ( again lucky us )

 

But now the problem manifests it's self :(

I created the original two invoices in WHMS and marked them payed ( both with tax added )

I have created the credit note in WHMCS as well with a negative amount and therefore negative tax amount, so far so good.

On the customers profile you can see the total amount to pay, which is the correct amount if you take into account the sum of all outstanding invoices minus the total amount of the credit note.

 

I prefer to mark the credit note as payed with the total amount added to his credit.

I tried adding credit to the invoice which did not do the trick, so I removed the credit again.

 

Deleting the credit note and adding the total amount as credit to his account directly presents us with a tax problem as the amount to pay on the VAT report is no longer correct since a credit note generates a negative VAT amount which would not be calculated if I do not generate an credit note.

 

Any one out there who has any suggestions on how to deal with this situation correctly?

 

thanks in advance

 

Erik

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  • WHMCS Developer

Personally, I would generate a credit on the customers account, and on the next invoice they have, the money would come off.

 

Depends on how often this client has invoices generated.

 

My first question would be, why didnt the system auto calculate the correct amount? Did the customer actually upgrade (using the upgrade), or did they create a new hosting package?

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These are invoices which were created before we switched to WHMCS, so the upgrade was done outside of WHMCS and WHMCS as therefore no knowledge other then what we imported or entered manually during the implementation of WHMCS.

 

I prefer to show the customer(s), specially the ones with either credit or outstanding invoices the history of invoices/transactions from within WHMCS

 

If I would generate the credit and not a credit invoice then the VAT to be paid to the Dutch TAX office is not calculated correctly as the credit added is not a taxable amount but a nett amount. So I would end up paying to much tax to the Dutch Government, which I do not prefer to do :)

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