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A credit note aka credit invoice is just an invoice with negative amounts. Could display them in the list of invoices, and let them use the same numbering (although separate range is also allowed) Do not edit any invoice pdf after it has been issued. For any reason. Ever. Separate document. It should be easy to locate and print out all invoices, credit invoices, and other tax relevant documents issued within an accounting period en masse. They should not be hiding behind an invoice that may be from last year.

Credit notes have been requested for Blesta, as a means of VAT compliance. Credit notes are issued when an adjustment has to be made to an invoice. Credit notes do not have to be issued for pro forma invoices. The rules for credit notes can be found at http://www.revenue.ie/en/tax/vat/guide/credit-notes.html#section8 and are copied below: The credit note must show: the date of issue of the note, a number, which uniquely identifies the note, the full name, address and VAT registration number of the person issuing the note, the full name, address and VAT registration number of the person to whom the note is being issued, in the case of a supply to a person who is registered for value-added tax in another EU Member State, the person’s VAT identification number in that Member State, the reason why the note is being issued and a cross-reference to the invoice which was issued for the supply in respect of which the consideration was reduced, the amount of the consideration, exclusive of tax, in respect of which the note is being issued, and the rate or rates of tax in force when the related invoice was issued and the amount of tax at each rate as appropriate to the consideration shown on the note (other than where the reverse charge applied on the transaction). If you are in an EU country where credit notes are required, we would love your feedback. Is the above list accurate? How should credit notes be accessed? Should they be appended to the invoice as additional pages in the PDF with the required information listed? Should Credit Notes be visible to staff only, or staff and clients? How should you, as a staff member, create a credit note in Blesta? (Please outline your desired process for this) Thanks! EDIT: The task for this is described in CORE-1277

Yes, in some jurisdictions credit notes can also be used in other situations in which a customer gets a general discount or money back, rather than correcting an indvidual invoice. I know some use them to administer affiliate earnings. And negative lines should be allowed in manually created normal invoices as well. (currently they are prohibited by your validation rules) E.g. if the user ordered and paid for a $ 10 standard hosting package, but decided the $ 20 super-deluxe package would be a better match for his needs, you could of-course just send him an invoice for another $ 10. However a more proper way that signifies that the package normally costs $ 20 would be:

I agree with Max. A credit note is simply an invoice with these differences: - Negative amount - Normally a separate numbering scheme (e.g. CR-1000 CR-1001 CR-1002) - Labelled as a "Credit Note" rather than "Invoice" It should be possible to raise a Credit Note as required without it being linked to any particular invoice. The requirements all look fine and should apply to EU invoices in general too.

We don't have any updates on a feature to renew services before their renewal date yet. CORE-2058 may be the task to do it.

Hello, I looked into your product some time ago but could not use it as I needed EU complient invoicing. Now you have proforma invoices I've given it another go. I've encountered so far two problems. I cannot change invoicing number scheme during the year and I can't seem to be able to reproduce my current numbering scheeme : 1st invoice of January 2015 : FA1501A015 105th invoice of Feburary 2015 FA1502A105 3rd invoice of March 2015 FA1503A003 What I'm missing is : 1) Ability to have two diget year 2) Ability to fill the number with zeros (in europe you have to do this (have a fixed number of zeros that corresponds to the maximum number of invoices you plan to have). 3) Automaticaly go back to 1 at the beginning of each month. I can get around point 1 and point 3 by waiting until 2016 before moving to blesta but I don't want to wait that long. I haven't found how to do point 2 though. The second issue I've found is that customers can edit their invoice contact details. And invoice being a non modifyable document, this can't be allowed. How can I solve these issues ? If I cannot, do you have some form of ETA for making Blesta EU Complient ? Thanks.

Please see http://www.blesta.com/forums/index.php?/topic/6976-credit-notes-help-us-spec-this-out-looking-for-your-feedback/ and help answer questions and clarify how credit notes should work exactly so we can update the task. If all the details are filled in, we can schedule it for development.

When user fills up the registration form, DirectAdmin module password part is visible:

Thanks for that, nice to have an official answer Will num start at 1 again at the beginning of each month ? For the number padding, I haven't found an official docment that states that it's obligatory, in 2007 our accountant told us we had to choose the right number of digits corresponding to roughly our sales estimates + 1 or 2 zeros. One thing for sure we can't change numbering scheme during the year so a move to blesta without editing core files woud have to wait for 2016. There are a few things that make us wonder if blesta will suit our needs, as our general impression is that blesta was not initially designed for medium/large companies and you are adding new features to accomodate them. I will have another look when blesta 3.5 comes out, we are curretly working on pieces of code that could be implemented as plugins for blesta for some very specific suppliers. We will see if we plug them in to our custom system or into blesta if blesta's developement evolves in the right direction fast enough to reassure us. I must admit the community is great and definitly loves the product.