This addon aims to generate credit note invoices in accordance
with European law and includes many features.
During the work to build the foundations of Lyd Hosting, we noticed that WHMCS was facing some legal gaps regarding billing. Indeed, we discovered that the services being reimbursed did not generate new invoices, but only modified the previously issued invoice.
A situation that does not comply with European law which prohibits the modification of previously issued invoices. Forcing contractors and businesses to create a "credit note" in the event that an issued invoice needs to be changed, which is the case when issuing a refund.
We have carried out research to try to find a solution to overcome this problem. This work led us to realize that the WHMCS team had known about the problem for over seven years and that there was no solution. had been made so far.
Complaints about this are many and some solutions exist to try to fill this gap. One of the first possibilities that presented itself to us was to use an addon which allows credit note generation by creating an invoice with negative values.
However, the extension in question has not been updated since 2018, which has made it obsolete with recent versions of WHMCS. And this did not take into account one thing: credit note invoices must include legal notices. For example, they must include the number of the invoice concerned by the credit note.
The last solution was to use a paid extension to fill this gap. However, it was necessary to pay a certain amount of money each month to continue to benefit from a valid license. Hardly possible in our case, we needed to reduce costs as much as possible. Even if programming is necessary.
Our primary goal in choosing to develop this addon is to meet this specific need for us and for others. Many people are affected by the problem and they cannot necessarily afford to acquire addons under subscription, or even with a very high purchase price in the case of an unencrypted version.
Our choice is clear: the addon we have developed can be acquired with a single payment. Sixty euros in the case of an encrypted version and one hundred and eighty euros in the case of an unencrypted version. As for updates, everyone will be able to benefit from them as long as Lyd Hosting services continue to be powered by WHMCS.
It is expected that the source code of the project will be made public in the event that this scenario occurs. Everyone will be able to create a fork of our addon to continue to maintain it over time. The only condition will be not to make commercial use of it, all this will be well framed by a free license.
Our addon does not just generate a credit note, many things had to be worked on to ensure the most complete integration within WHMCS. And we have also worked on certain practical aspects such as the possibility of sending credit note invoices to an FTP(s) to keep them systematically in a safe place.
A "Refund invoice" button is present on the page of each invoice and leads to a simplified form. Although all work can be improved, we have tried to make things easier for you by retrieving and carrying out most of the actions necessary to create an invoice automatically.
In this case, the "Credit" refund method is selected. This means that the user will benefit from a credit on the balance of his customer account. No need for you to credit the account manually, our script takes care of it independently.
If the refund was made on another payment platform, you will have to perform the transaction manually by entering, where possible, the ID of the transaction made. This will provide you with better follow-up in the event of a dispute with the customer concerned.
It is possible to select between a partial or total refund as well as the currency in which the transaction was made. In the case of a full refund, you can choose to cancel the associated services or not. This is not possible in case of partial refund.
Here is an example of a credit note generated for a French customer. Multi-language support is one of the features of our addon, so the invoice is generated in French in this case. This feature can be disabled and the default language can be set in our addon settings.
It is possible (including with the encrypted version) to integrate new languages into our addon. All you have to do is copy one of our files present in the /lang/invoice/ folder and rename it by entering the code ISO 3166-1 Lower case Alpha-2 corresponding to the desired language.
An email is also sent to the customer concerned by the credit note to indicate that his invoice can be downloaded from his personal space. Again, the invoice is automatically added to the customer account. No handling is necessary on your side, which allows you to benefit from significant time savings.
We have not been able to faithfully copy the invoices generated by WHMCS, which means that the credit invoices of our addon look different. However, an "invoicepdf.tpl" is provided with our addon. All you have to do is use it on your theme to keep a certain consistency between the different invoices.
Most of the features of our addon can be adjusted through its configuration. Make sure during the first installation that you have filled in the form correctly and that you have saved it for the first time. The script may not work properly if the default configuration is left without first saving.
You should also ensure that the appropriate permissions are checked. Otherwise, it will not be possible to access the administration page of the invoices to have within it. Your users can also go to a page allowing them to view their credit note invoices.
In the case of your users, the link to access the page is in the invoices tab on the main navbar and in one of the submenus present on the page listing all the invoices generated by WHMCS. If there is no link in the navbar, it means you need to add it to your theme.
If needed, add "index.php?m=creditinvoice" to your client area URL.
Changelog :VERSION 1.3.13 | Publish date : 08/10/2023
N.B. : The page for retrieving credit note invoices in the administration is in the "Addons" tab. If it is not present, make sure you have checked the appropriate permissions in the Credit Invoice configuration.VERSION 1.2.33 | Publish date : 22/01/2023