Preserve GSTIN History in Customer Invoices
-
ServerStep Technology shared this idea 2 weeks ago
- Payments/Billing
- 1 Comment
3
Votes
Login to Vote
Dear WHMCS Team,
Currently, in WHMCS, when a customer adds or updates their GSTIN in their profile, the system automatically updates this GSTIN across all invoices, including older ones that were issued before the GSTIN was provided.
This creates a serious issue for GST compliance and proper billing because:
It becomes impossible to identify the point at which a customer started applying GSTIN.
Historical invoices get altered, which causes discrepancies during GST return filing and accounting audits.
Proposed Solution:
Instead of updating all past invoices, WHMCS should preserve invoice history.
The GSTIN should only apply to invoices generated after the date it was added to the profile.
Past invoices should retain the data as it was at the time of issue (i.e., no GSTIN if it was not provided then).
This small change will ensure legal compliance, accurate tax reporting, and proper billing records. It will also help businesses in India and other GST jurisdictions avoid compliance issues.
Thank you for considering this improvement.
Best regards,
Mayank
SERVERSTEP
Currently, in WHMCS, when a customer adds or updates their GSTIN in their profile, the system automatically updates this GSTIN across all invoices, including older ones that were issued before the GSTIN was provided.
This creates a serious issue for GST compliance and proper billing because:
It becomes impossible to identify the point at which a customer started applying GSTIN.
Historical invoices get altered, which causes discrepancies during GST return filing and accounting audits.
Proposed Solution:
Instead of updating all past invoices, WHMCS should preserve invoice history.
The GSTIN should only apply to invoices generated after the date it was added to the profile.
Past invoices should retain the data as it was at the time of issue (i.e., no GSTIN if it was not provided then).
This small change will ensure legal compliance, accurate tax reporting, and proper billing records. It will also help businesses in India and other GST jurisdictions avoid compliance issues.
Thank you for considering this improvement.
Best regards,
Mayank
SERVERSTEP
1 Comment
Login to post a comment.
This can be achieved today by enabling the Client Data Snapshot setting: https://docs.whmcs.com/system/general-settings/general-settings-invoices/#store-client-data-snapshot
Once enabled all future invoices will have client data (including Tax IDs) stored permanently and will not be changed with the Clients Profile data.