Credit Note System for WHMCS

[sokalsondha]

Hello

Hope everyone doing well. I am facing a big issue as i know lot of people in this commmunity face the same

 

Basically in whmcs there is no option to create credit note.

I charged a customer wrong invoice amount and now we need to issue a credit note for this customer.

I only can create an invoice with minus(-) amount by manually creating invoice.

 

this okay as its adjusting the sales tax liablity but the invoice remain unpaid

we cant add payment on this (-) minus amount invoice.

 

can someone help please how they sort out the credit note within whmcs

 

thanks

[DennisHermannsen]

We create them outside of WHMCS. WHMCS just doesn't support it.

It can be done with a custom module, though.

[sokalsondha]

But then how you adjust the customer balance?

 

Thanks 

[DennisHermannsen]

We don't. There's multiple flaws in WHMCS that prevents us from using it as a reliable billing software.
We use WHMCS for product management and invoice creation - and even decimals on invoices are rounded incorrectly. I notified WHMCS about that issue many years ago, and they actually said they were aware and that it was by design.

[twhiting9275]

On 8/25/2024 at 8:55 AM, sokalsondha said:

we need to issue a credit

Go into admin -> client

'manage credits'

add credit

When the client logs in, they will see that they have credit available