Can you have new orders use 1 Tax group and Repeat invoices use another?

[TheHostingHeroes]

Hi

 

with VAT returning to 17.5% in Jan is there a way we can set new orders (taken during Dec) to say use Taxgroup X (15%) then set Recurring invoices to use TaxGroupY (17.5%) and set this 14 days before 1st Jan (we generate invoices 14 days prior to due date). This way all invoices due 1st Jan onwards have 17.5% VAT and new orders during Dec will remain 15% until we change it.

 

This is just allot easier than manually editing all invoices to 17.5% which will take us days

[othellotech]

This is just allot easier than manually editing all invoices to 17.5% which will take us days

You need to void and reissue invoices for services starting after 1/1/2010 that are paid for after 1/1/2010 anyway ...

and what you do with invoices for services before 1/1/2010 depends on your vat accounting type

 

For cash-accounters, the best thing to do is ...

1. change the tax rate to 17.5%

2. alter any unpaid invoices :

set status=cancelled

set amount (total/subtotal), tax, taxrate etc to zero

for each invoice item change text to "reissued with new tax rate" and set amounts to zero and remove the relid

3. reset the invoice due dates on the tblhosting items

then allow whmcs to send new invoices with the new tax amounts on

 

*or* if you're not comfortable with the automation, simply view each invoice in whmcs

untick the "taxed" on the invocie lines and save

go to options, change the tax rate

re-tick te "taxed" on the invoice lines

send it to the client again

[chosang]

Thanks, but could you guide me in how to change the tax rates, will I have to generate new tax rate rules for all the countries we currenlty are required to charge VAT to? or can I edit the existing tax rules that have been set up from 15% to 17.5%?

[othellotech]

select * from tbltax ;

update tbltax set taxrate = "newrate" where id in (id's you want to change);