Credit Notes for WHMCS Print

What It Does

Automatically generates credit notes when invoices are refunded. Creates proper PDF documents with negative amounts for EU/Belgian accounting compliance.

Features

• Automatic credit note generation on invoice refund
• Professional PDFs matching WHMCS invoice style
• Diagonal "CREDIT NOTE" watermark
• Negative amounts (EU compliance)
• Net/VAT/Total breakdown with VAT rate
• Client self-service portal
• CSV and Excel export
• Optional Nextcloud integration
• 7 languages included

Requirements

• WHMCS 8.9+
• PHP 7.4+
• MySQL 5.7+

Installation

1. Upload files to /modules/addons/credit_notes/
2. Go to Setup → Addon Modules
3. Activate "Credit Notes"
4. Enter your license key
5. Configure settings (or leave defaults)

Done. Refunds now generate credit notes automatically.

How It Works

1. Invoice gets refunded in WHMCS
2. Module creates credit note automatically
3. PDF is generated and stored
4. Client can view/download in their billing area
5. Optional: PDF uploads to Nextcloud automatically

Admin Features

• View all credit notes with statistics
• VAT breakdown columns: Net (excl. VAT), VAT %, VAT amount, Total (incl. VAT)
• Export to CSV or Excel
• Manual credit note generation for any refunded invoice
• Resend credit note emails
• View and download PDFs
• Bulk export all PDFs to ZIP
• Upload to Nextcloud (individual or bulk)

Client Features

• "My Credit Notes" link in Billing sidebar
• View credit notes online
• Download PDFs
• See credit amount and linked invoice

PDF Output

Generated PDFs include:

• WHMCS invoice design (matches your existing invoices)
• Diagonal "CREDIT NOTE" watermark (blue)
• Company logo and address
• VAT/Tax ID
• Client billing info
• Net/VAT/Total breakdown with VAT rate
• Negative amounts
• Generation timestamp

Configuration

Auto Generate: Enable/disable automatic generation (default: on)

Auto Email: Send PDF to client automatically (default: off)

Credit Note Prefix: Customize numbering (default: CN)

Create To-Do on Error: Admin notification if generation fails (default: on)

Description Template: Customize credit description text

Email Subject/Body: Customize notification emails

Allowed Invoice Statuses: Comma-separated list of invoice statuses eligible for credit note generation (default: Refunded). Useful if WHMCS sets invoices to "Collections" instead of "Refunded" after a refund transaction.

Language Support

Included translations:

• English
• Dutch
• French
• German
• Italian
• Russian
• Spanish

Add more by creating lang/[language].php following the existing format.

Nextcloud Integration

Optional feature — requires Nextcloud Invoice Feeder module.

How It Works

Credit notes upload automatically to your Nextcloud:

Invoices/
└── 2025/
    └── Q1/
        ├── Invoices/        ← Your invoices
        └── CreditNotes/     ← Credit notes go here
            └── 20250120_CN001.pdf

Features

• Automatic upload on generation
• Duplicate detection (won't overwrite unless forced)
• Retroactive upload for existing credit notes
• Bulk upload capability
• Same folder structure as invoices

File Naming

Format: YYYYMMDD_CN###.pdf (example: 20250120_CN001.pdf)

Troubleshooting

Credit notes not generating:

• Check module is activated
• Verify "Enable Auto Generate" is on
• Check invoice status matches "Allowed Invoice Statuses" setting
• Review WHMCS activity log

Client can't see credit notes:

• Verify they have refunded invoices
• Check module is active
• Clear template cache

PDF not generating:

• Check WHMCS can write to temp directory
• Verify TCPDF library exists (included in WHMCS)
• Check error logs

Nextcloud upload failing:

• Check Nextcloud Invoice Feeder module is active
• Verify WebDAV credentials in Nextcloud Invoice Feeder settings
• Test Nextcloud Invoice Feeder with invoices first
• Check activity log for specific errors
• Try manual upload to see specific error

Security

• Client access validated (users only see their own credit notes)
• All files check WHMCS constant
• SQL injection protected (Capsule ORM)
• PDF generation uses WHMCS TCPDF library

Database

Creates one table: mod_credit_notes_mapping

Stores invoice/credit linkage, credit note numbers, client info, amounts, status tracking, and email sent status.

Changelog

v1.2

• Added VAT/tax breakdown columns: Net (excl. VAT), VAT %, VAT amount, Total (incl. VAT)
• Added Excel export option alongside CSV export
• Updated PDF credit notes to show Net/VAT/Total breakdown

v1.1

• Added configurable "Allowed Invoice Statuses" option

v1.0

• Initial release

License

Licensed per WHMCS installation.

Purchase: Credit Notes for WHMCS

Invalid license? Module shows warning and disables credit note generation until valid key is entered.