Katamaze Documentation

Invoice overpayments

An overpayment occurs when a customer provides payment for more than the total remaining balance of an invoice. Even though it may seem infrequent, it can happen quite often due to automatic payments, subscriptions, product price changes. WHMCS creates a credit balance adjustment but it doesn't bill the overpayment at all. This may result in tax evasion since you are not invoicing these amounts properly. Here is how Billing Extension handles the issue.

  • Proforma #1200
  • Total Due: 100 EUR
  • Total Paid: 150 EUR
  • Overpayment: 50 EUR

First of all the Proforma #1200 is converted into invoice and WHMCS adds the 50 EUR overpayment to client's balance. Right after, the module updates the resulting invoice so that it shows a new line like it follows:

Now let's suppose that client makes a further overpayment on the same invoice. All subsequent overpayments are handled as new and separate invoices so that the date of the original invoice doesn't change. For more details refer to this article.



There are no attachments for this article.
There are no comments for this article. Be the first to post a comment.
Full Name
Email Address
Security Code Security Code
Related Articles RSS Feed
Overpayments: Mode 1, Mode 2
Viewed 930 times since Thu, Mar 3, 2016
General Settings
Viewed 1341 times since Tue, Feb 2, 2016
VIES support for WHMCS
Viewed 861 times since Sun, Apr 3, 2016
Credit notes, reverse invoices, invoices and proformas
Viewed 2474 times since Wed, Feb 3, 2016
Toggle Invoicing
Viewed 816 times since Sat, Apr 15, 2017
Credit & Taxes
Viewed 206 times since Mon, Sep 4, 2017
Simplified Invoicing
Viewed 1052 times since Wed, Feb 3, 2016
Tips and tricks of Billing Extension
Viewed 934 times since Wed, Mar 2, 2016
Module upgrade
Viewed 1096 times since Mon, Mar 21, 2016
Introduction to multi-brand billing
Viewed 1199 times since Mon, May 9, 2016