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Option to round up-down invoice total to whole number

  • Scott Siegwald shared this idea 4 years ago
  • Payments/Billing
  • 4 Comments


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I have a client who ONLY wants his invoices to be whole number (nothing below the decimal point). He does not care if I round up or down, but his billing/invoicing is more simplified and he does not want to deal with pennies.

I suppose the rounding could apply to all services/products on the invoice (and taxes) so that it was all whole numbers, and therefore the total would also be a whole number. That might look better on the invoice.

4 Comments

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Adam Goldis commented 3 weeks ago
Rounding each line item to the nearest whole number or just the end total can have a big effect on how accurate your invoices are. Have you thought about using these rules for rounding? For easier financial transactions, this trait is something to think about https://undeadcorridor.com
DAVIS commented 3 weeks ago
If your platform supports scripting or rounding rules (e.g., WHMCS, QuickBooks custom templates, Xero rounding rules):
Auto round each line item to nearest whole number https://sprunki.org/online/
OR
Auto round only the final total
Scott Siegwald commented 24th January 21
yes. that would be my idea. I have a single client who has requested this and won't pay unless it is in whole dollars.

Thanks,

Scott
Official Response
WHMCS commented 24th January 21
Hi Scott,
Thanks for your suggestion.
At present amounts can be rounded to a whole number system-wise by selecting the appropriate currency format.
Would your suggestion be to perform the rounding on a per client-group basis?