Credit Note in compliance with UK VAT legislation

Things are worse in v7 than before, because previously we could at least manually enter negative amounts into the invoice and then use our own template to produce a credit note. But now if you enter a negative amount in the invoice, the subtotal comes out as zero!

As a B2B supplier, VAT compliance is important to us and WHMCS has never been good at it. Now it's woefully lacking in this area. Please would you look at getting this implemented. As has been pointed out above, it's not a very tricky change that's required. I would be happy to discuss with the development team if it helps.

Hi,

We want to use WHMCS to issue invoices - but there are several problems with the way WHMCS is working now that are not inline with the law in our case.

In general there are several types of invoices and guidelines that we should implement in order to work legally:

1. pro forma invoice: that is actually a way to "ask" customers to pay us. This invoice should have a clear indication that this is the original invoice document and a digital signature to prove this is the original invoice. also there should be no way to change such a invoice after it was issued. when trying to send the same invoice to a customer again - this invoice should have a clear indication that this is a certified copy of the original invoice.

2. Invoice + receipt: you issue such an invoice if the customer already paid the invoice automatically so you send him the Invoice + receipt in one document. The serial number of this invoice should be different from the pro forma invoice number.This invoice should have a clear indication that this is the original invoice document and a digital signature to prove this is the original invoice. also there should be no way to change such a invoice after it was issued. when trying to send the same invoice to a customer again - this invoice should have a clear indication that this is a certified copy of the original invoice.

3. Refund invoice: you issue such an invoice if there is a mistake in the Invoice + receipt document or if the deal was cancelled and you have to refund the amount the customer paid you already. since there shouldn't be a way to change the original Invoice + receipt document - the only way to set things right is to issue a refund invoice. The serial number of this refund invoice should be different from the pro forma invoice number and from the Invoice + receipt document.This refund invoice should have a clear indication that this is the original refund invoice document and a digital signature to prove this is the original refund invoice. also there should be no way to change such a refund invoice after it was issued. when trying to send the same refund invoice to a customer again - this refund invoice should have a clear indication that this is a certified copy of the original refund invoice.

As you can see there are things in the list above that works differently now in WHMCS.

• WHMCS supports all three of these types of invoicing, which apart from Proforma ones are all based around the original invoice identification and each new status / invoice will replace the original document so when a client checks via their client area they will see in the invoice presented in whichever state it's currently in, so if in a "paid" state, that is the only invoice they will see however they will be emailed a copy each time the invoice is updated - but he relevant invoices will not be present in WHMCS.

• As mentioned above "paid" and "refunded" invoices will share the same sequential number and will be actually the same document.

• There is no way (out of the box) to add a digital signature to each type on invoices so it will prove this is the original document.

• There is no way to prevent us (in the admin side) to change such an invoice (all 3 types) after we issued it.

• There is no way (out of the box) to add an indication when sending to a customer the same invoice again - that this is not the original invoice but a certified copy of the original.

There are several feature request regarding the issues above:

• This feature request is about removing the ability to edit an invoice from the admin side after such an invoice was issued.

• This feature request is about having a different numbering for invoice and refund invoice.

• This feature request is about separating the 3 types of invoices to be actual 3 different documents (or maybe i'm wrong).

• This feature request is about adding PGP Support to sign outgoing Mails - I hope this deals with invoice digital signature

  So the only things left out (if the above feature requests really do handles the relevant issues I mentioned) are:

1. To make sure that the 3 types of invoices are 3 different documents that we (and the customer) can see at all times.

2. Making sure that the is only one "original" invoice document - and that every time we resend an invoice it will be marked with a clear indication that this is a certified copy of the original.

So to sum it all up:

We need a way to make sure that each type on invoice is a standalone document with different sequential number and have a digital signature to make sure that this is the only original document and prevent us from changing it after issuing it and with the relevant labeling as original document or a certified copy of the original.

Thanks!

Ram

Hello,

This is not only very unfortunate but also sad when I notice this request is over two years old!

The status of this seems to be in "Planned" state but may I kindly request WHMCS to inform of what is planned and WHEN.

To be compliant with billing is a core feature and would not be something you should purchase a module for.

Thanks!

Kind regards,

Bhavesh