Description:
As a long-time WHMCS user, I’ve recently identified an issue with how Add Funds transactions are handled in the system. Currently, when a client adds funds, WHMCS generates a standard invoice. This leads to accounting complications, as these invoices are being treated as income rather than client credit.
The result is that accountants processing the invoices see duplicated revenue entries, causing us to overstate income and, in some cases, pay more tax than we should.
Suggested Enhancement:
- Change the behaviour of the Add Funds process so that it does not generate an invoice.
- Instead, WHMCS should issue a receipt for funds added (similar to how payments are acknowledged), while increasing the client’s account credit balance.
- This way, Add Funds will be correctly reflected as credit on account rather than revenue.
Benefits:
- Prevents misclassification of Add Funds as taxable income.
- Reduces the risk of duplicate accounting entries and tax overpayments.
- Aligns with standard bookkeeping practices, where prepayments should be treated as liabilities (credit) until applied against actual invoices.
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