[#6117] Cbsubs refund with Manuel date input
7 years 8 months ago - 7 years 8 months ago #284128
by activha
[#6117] Cbsubs refund with Manuel date input was created by activha
Hello
Using CBsubs with a transfer from our CRM, we still have some manual baskets and payments dated last year to deal with.
Baskets correspond to invoices that we issued for our last year subscriptions.
For some, customers have stopped their business and these invoices/baskets will never be paid. Yet we need to keep a record of the history and of the digital invoice issued by the basket.
Our solution for now is to refund totally via the payment tab so that the invoice is kept and the basket marked as paid/refund
However this solution indicates the refund date as of today instead of as of the basket date. This is right for automated baskets but for offline baskets it would be good to have the ability to input a date of refund, and then affect the refund (non payment in this case) to the correct period (not screwing stats)
Hope you understand
So could you add a date field in the backend refund tab so that we can manually insert a date of refund if this is not an automated refund ?
Doing it via the DB is very enjoying for now
Thanks
Jean
Using CBsubs with a transfer from our CRM, we still have some manual baskets and payments dated last year to deal with.
Baskets correspond to invoices that we issued for our last year subscriptions.
For some, customers have stopped their business and these invoices/baskets will never be paid. Yet we need to keep a record of the history and of the digital invoice issued by the basket.
Our solution for now is to refund totally via the payment tab so that the invoice is kept and the basket marked as paid/refund
However this solution indicates the refund date as of today instead of as of the basket date. This is right for automated baskets but for offline baskets it would be good to have the ability to input a date of refund, and then affect the refund (non payment in this case) to the correct period (not screwing stats)
Hope you understand
So could you add a date field in the backend refund tab so that we can manually insert a date of refund if this is not an automated refund ?
Doing it via the DB is very enjoying for now
Thanks
Jean
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krileon
7 years 8 months ago #284146
by activha
Replied by activha on topic Cbsubs refund with Manuel date input
As I already tried to explain to Beat and you on the forum, once a basket is created an invoice is also created with an invoice number.
Then we cannot delete the basket as it would also delete the invoice in the DB which is strictly forbidden by french laws and accounting rules (invoices should follow a numbering format and there should be no miss between two numbers)
Leaving it unpaid makes difficult sorting the data to find out if a manual paying customer needs to be called back to pay its invoice or not.
Setting it to 0 € makes the subscription activated.
So the correct procedure for offline payments not paid after a while (several months for us) would be to write a remark on the basket/invoice and mark it as reimbursed so that the payment does not appear in the stats.
As there is no bridge between CB subs and any invoicing software, we have to use it this way to avoid double entry for everything with another software.
That's not a lot to ask to make it usable for all purposes
Then we cannot delete the basket as it would also delete the invoice in the DB which is strictly forbidden by french laws and accounting rules (invoices should follow a numbering format and there should be no miss between two numbers)
Leaving it unpaid makes difficult sorting the data to find out if a manual paying customer needs to be called back to pay its invoice or not.
Setting it to 0 € makes the subscription activated.
So the correct procedure for offline payments not paid after a while (several months for us) would be to write a remark on the basket/invoice and mark it as reimbursed so that the payment does not appear in the stats.
As there is no bridge between CB subs and any invoicing software, we have to use it this way to avoid double entry for everything with another software.
That's not a lot to ask to make it usable for all purposes
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