Feature Requests
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Credit Note in compliance with UK VAT legislation

Edith Karnitsch shared this idea 5 years ago
Planned

The refund functionality in WHMCS 5.3.13 is not on accordance with UK legislation.

When a refund is issued, the system must generate a Credit Note with the following details:

  • be headed ‘credit note’ or ‘debit note’ as appropriate and show clearly all the following details:
  • the identifying number and date of issue
  • the name, address and registration number of the supplier
  • the name and address of the customer
  • the reason for its issue - for example, ‘returned goods’
  • a description which identifies the goods or services for which credit is being claimed or allowed
  • the quantity and amount for each description
  • the total amount credited, excluding VAT
  • the rate and amount of VAT credited
  • the number and date of the original VAT invoice - if you cannot do this (for example, because returned goods cannot be identified with a particular invoice), you must be able to satisfy us by other means that you accounted for VAT on the original supply

Reference: https://www.gov.uk/government/publications/vat-notice-700-the-vat-guide/vat-notice-700-the-vat-guide#credits-and-debts

The current system of issuing a revised invoice contravenes UK VAT legislation and makes WHMCS unusable for UK VAT purposes when it comes to refunds.

The main issue I can see is that currently the date of the refund is not recorded as separate entry, neither is the reason for the refund nor is a unique number applied. The renaming of the document to "Credit Note" should be straight forward.

Comments (53)

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I just can't comprehend that this only has 84 votes. It either means all other users are not actually businesses with business requirements. I guess its more important to get this voted up for more attention. 84 votes will not do that.

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Thats, I guess, because there is an free plugin that works well: https://github.com/Onlineforce/whmcs-credit-invoice/

It's unmaintained right now, but still working with the latest WHMCS version.

But, I agree, this should be core functionality!

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good to hear, but if i read the open issues, there are still some things not working there. I get it, its complicated to do it right, but as you say ; it should be core functionality. Maybe WHMCS can download this plugin, and make it better :-) the idea is good.

p/s i like to have as little as possible external plugins which can break after an update; so i really like this to be resolved in the core.

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We had teh same issue, and used a third Party plugin to accomplish it.

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me too, but it's still a shame WHMCS ignores this BIG issue.

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They have your money, so they don't care, used to be a different product when I first started using it god only knows how many years ago, now they are not interested in what their customers NEED (not even want, but as its a requirement it is a NEED!)

Still until people stop using it due to the shortfall, they wont worry too much.