Credits applied to invoices are not accounted for in general invoicing
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Reginaldo Feliciano shared this idea 7 years ago
- Payments/Billing
- 1 Comment
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When we write down an invoice using a credit, the value goes out and does not appear in the general sum of the customer's account or the receipts ratio.
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I believe what you're suggesting here may already be possible. To add credit to a client's account and record it as a transaction, use the Billing > Transactions List > Add Transaction tab, and tick the "Add as Credit" checkbox: https://docs.whmcs.com/Transactions#Adding_a_Manual_Transaction
It is true that when the credit is then applied to an invoice, no transaction is created. Are you proposing a second transaction in that instance? Or would the above workflow meet your needs?