Propper credit notes

[KDAWS_dean]

Once an invoice is raised it should not really be cancelled so we need an option for us to add a Credit note to the clients account. Rather like the credit system at the moment but it needs to be raised like an invoice and be downloadable in PDF format and instead of invoice in the title it should have credit note.

Or another option would be when an invoice is cancelled it should be raise a credit note that the customer can download automatically and mark the invoice as paid via credit note.

[Joshprefix]

This would be a massively important feature. Many large customers require statements that contain full records on activity, and we need the credit notes feature desperately to lower the burden on our admin staff.

As has been suggested, it could start simply off as just an invoice of a special type with a negative value being added to the billing summary.

Josh

[Joshprefix]

Hi again,

Your post made me dig a little deeper, and I have a work-around solution. You can enter negative entries as Billable Items. Effecively creating a negative entry into the invoice list - in essence, a make-shift credit note. It does affect the totals on the billing summary / statement.

WHMCS - perhaps you can create a special-case billable item for credit notes?

[laszlof]

You can apply a credit directly to an invoice, and there is also a "Note" section on each invoice. Is this not what you're talking about?

[SoftDux]

I would also like to see a way to add credit notes to a client. And I don't want to limit this to an existing invoice. For example, a client gives me R1000 cash when I see him (i.e. there's no invoice generated, nor did he use WHMCS to make the payment) and asks to add to his account as credit.

Just as an invoice is created, it would be nice to create a credit note, with
"payment date" / "reason for credit" / "person or admin who added credit" - what else do we need? But also more importantly, the client should get a PDF copy (exactly like the invoices) via email for their records. This probably doesn't make sense to smaller companies, but larger companies who gets audited needs this, and has this caused a lot of trouble with some of our clients who demand an official credit note when they get credited.

[stirton]

We've also got big issues with simply crediting via 'refund' on an invoice.

1) No official credit note generated
2) All our PAID invoices get pushed to Kashflow (for accounting purposes) but if an subsequent refund is issued against an invoice, then this does not come across to Kashflow and causes problems.

We'd like to see that even if using the refund option against an invoice, that a seperate, negative value invoice (i.e. a credit note) is created rather than just a negative value transaction against the original invoice.

If this was done from the refund option, then the gateway could be refunded (if automated such as credit card), a proper credit note generated keeping everyone happy?

[Delamere]

I know this thread is now 6 months old but having recently found and started evaluating WHM I an somewhat stunned to find it dosn't have Credit Note's already built in. Technically its forcing UK companies into manually producing them in Word (although I suspect alot of people are simply turning a blind eye to Inland Revenues rules.)

Its a big big negitive for me :-(

[easyhosting]

I know this thread is now 6 months old but having recently found and started evaluating WHM I an somewhat stunned to find it dosn't have Credit Note's already built in. Technically its forcing UK companies into manually producing them in Word (although I suspect alot of people are simply turning a blind eye to Inland Revenues rules.)

Its a big big negitive for me :-(

yes its an old thread, but their is no need for a credit note to be provided as you simple place any credit into the clients accounts, so if they overpay they already have an invoice showing the amount as the overpayment is automatically placed in the credit account for them. if they use the add funds feature then an invoice is generated for this amount.

This complys with inland revenue

[scurrell]

yes its an old thread, but their is no need for a credit note to be provided as you simple place any credit into the clients accounts, so if they overpay they already have an invoice showing the amount as the overpayment is automatically placed in the credit account for them. if they use the add funds feature then an invoice is generated for this amount.

...which is no use whatsoever if you are trying to refund an already-paid invoice, for a customer who no longer hosts with you.

Our accounting system (Sage) has already imported the paid invoice, and you can't generate a negative-value invoice as a refund, because Sage won't support it.

We need a proper credit note system in WHMCS....

[davecummins]

baffled to find the same myself. credit notes are also used for VAT/TAX purposes. if you issue a credit note to a client you are entitled to rebate the VAT/TAX on that credit note. issuing a credit of funds against an invoice is a type of payment against that invoice, not much good as you never received the monies. is it possible to create an invoice template named CREDIT Note and add negative values? so when you want a credit note you select this template instead?

[stirton]

Any further thoughts on revisiting the credit system within WHMCS please Matt?