sanetcy

When I create a new client there is a State/Province option that shows 4 items in my cace. The selected country is Cyprus and I can see Nicosia, Larnaca, Limassol, Famagusta, Pafos. Anything I select the only thing I see in the PDF and the left panel of the client is the value of the City (01,02,03,04,05) instead of the name. Also the Country appears as CYP instead of Cyprus. It seems that there is an issue with the selection values in general

Actually this topic http://www.blesta.com/forums/index.php?/topic/2028-credit-notes-and-accrual-accounting-reporting/ is what we are looking for but we need something officially supported by blesta and included in the original application not some 3rd party modifications. As flangefrog said you have to be able to print it and saying that it is a credit note and not an invoice.

In EU countries if you want to cancel an invoice you must create a credit and include a vat amount also. The credit should be sent to TAX authority as invoices are sent. "Record Payment" does not include a tax and will not appear in the tax liability report which is very important. You can check here for example why do we need the credit invoice. http://www.revenue.ie/en/tax/vat/guide/credit-notes.html#section1

There are two cases that we need to issue a credit invoice to customer. One to cancel a previously been issued invoice and the other just to create a credit note. A credit should be the same as the invoice including quantity, unit cost, tax option. The only difference is that it counts negative on customer balance. Lets say we have charged the customer for 1 Year Domain name and 1 Year web hosting. We have already sent the invoice to customer and already sent the invoice to the TAX Authority. For legal purposes we cannot cancel that invoice unless we issue a credit with the same data and also the VAT. A payment or an in-house credit is not correct because we need to claim the VAT back. The ideal would be to press a button and marked the invoice as revered and automatically issue the credit invoice with the same data as the invoice. This would be one option. The other option is to create a completely new invoice. Normally you need to credit part of or all the invoice. See attached a sample screenshot for the Credit

Facilplan I had the same issue but I do not remember if it was my fault or the email template (Unpaid Invoice). An invoice has been created for your account and is attached to this email in PDF format. {% for invoice in invoices %} Invoice #: {invoice.id_code}{% endfor %} Make sure that the {% endfor %} is there Regards

First of all I have installed in a new location the version 3. I follow the instructions for migrating from 2.5 Now when I click on the edit button to modify some client's details the text box Tax ID/VATIN is auto filled with my company's TAX ID (is not the browser auto-fill). I have tried also frmo other browser Maybe during the migration the tax id saved somewhere as default

Thank you, this is the first thing they notice

In blesta v2 when the client was logged in he could see the total due and total credits. Is this possible in Blesta v3?

When editing a client the Tax ID/VATIN under Billing Information is filled in with the company's TAX which is incorrect. If the tax for the company is enabled and the field is not empty in (settings/company/taxes/basic/) the tax is transferred to the client field by default