Billing Mudule Customization Regarding To Hungarian Rules

[ruffnet]

Dear Developers,

 

As far as we learned, we need the following modifications in the billing module in order to comply with the Hungarian Accounting/Tax law:

 

 

- after the invoice is finalized not possible to change anything (one to do is make it voided)

  - not possible to change any of the attributes of the invoice (amount, date, quantity ... etc)

  - not possible to add or delete items from it.

 

- when making an invoice to void, the invoice id (invoice #) should be in the same row as the active ones.

   For example: I've just finalized an invoice. #00100, then two more #00101 and #00102... afterwards I realize that I need to make the #00100 to void, the system creates a void invoice with the same data as #00100, but the sum is negative and it is called "void", the id of the void invoice should be #00103... and so on, the next invoice wheter it is normal or void should be #00104. The point is that continuous row of invoice numbers shouldn't be changed.

  - We need the possibility the start new row whenever it is needed.

 

- invoices have three date attributes,

  - creation date,

  - invoice date (i.e. accounting date) and

  - due date

  If the invoice is made periodically/recurring (ie monthly) the law says that the invoice date and due date should equal. This method should be the default,

and if it's not the default case we need the possibility to change the dates manually.

 

Can you please help us to make blesta billing compatible with Hungarian regulations ?

 

Looking fwd to you answer(s)!

 

Thx in advance

 

ps: for further details or quotaiton issues pls pm me

 

Bela Sellei

Ruffnet Zrt.

 

[Michael]

Paul, Cody and Tyson might implant these for you.

[ruffnet]

Dear Paul, Cody and Tyson!

 

Pls help us implement this!

 

One of you pls get contacted with me to discuss this in details.

 

thy in advance

 

Bye

Bela

[ruffnet]

One more little thing to put into the basket:

 

The invoice date of a void invoice should be the same (automatically) as the one which got voided by the void one.

 

thx

Bela

[Cody]

Dear Developers,

 

As far as we learned, we need the following modifications in the billing module in order to comply with the Hungarian Accounting/Tax law:

 

 

- after the invoice is finalized not possible to change anything (one to do is make it voided)

  - not possible to change any of the attributes of the invoice (amount, date, quantity ... etc)

  - not possible to add or delete items from it.

It's up to you whether you allow the invoice to be changed or not. We have plans to include snapshot invoice documents to preserve name/address information on invoice PDFs, for example, in a future release.

 

- when making an invoice to void, the invoice id (invoice #) should be in the same row as the active ones.

   For example: I've just finalized an invoice. #00100, then two more #00101 and #00102... afterwards I realize that I need to make the #00100 to void, the system creates a void invoice with the same data as #00100, but the sum is negative and it is called "void", the id of the void invoice should be #00103... and so on, the next invoice wheter it is normal or void should be #00104. The point is that continuous row of invoice numbers shouldn't be changed.

 

There are a few issues with this. For one, invoices in Blesta can not have a total due of a negative amount. To have a negative invoice would mean that you owe the customer money. Secondly, the meaning of void is "to have no effect," so void invoices are not included in any invoice total calculations. That means that your negative void invoice would not cancel out the debt of the active invoice.

 

That said, you could write a plugin that listens for the Invoices.edit event, and make changes to or create new invoices if an invoice is marked as void. But that event isn't available until 3.1.

 

- We need the possibility the start new row whenever it is needed.

Not sure what you mean here. If by row you mean invoice line item, yes you can do that.

 

- invoices have three date attributes,

  - creation date,

  - invoice date (i.e. accounting date) and

  - due date

  If the invoice is made periodically/recurring (ie monthly) the law says that the invoice date and due date should equal. This method should be the default,

and if it's not the default case we need the possibility to change the dates manually.

Invoices don't exist until their date billed has come up. For example, if you create an invoice on 2013-11-28 set with a bill date of 2013-12-01, the invoice is not available until 2013-12-01. The customer can not see it, and it will not be delivered until that time. This is a feature of Blesta that allows you to create invoices in advance without those invoices being made available to clients.

 

[Max]

There are a few issues with this. For one, invoices in Blesta can not have a total due of a negative amount. To have a negative invoice would mean that you owe the customer money.

 

Owing money to the customer may also be the case.

When issuing a refund to the customer that should be recorded as a negative invoice as well, for taxation purposes.

 

 

But in the case you are not issuing a refund, but are just correcting something else -like the description or customer address- on an already issued invoice, you have 3 invoices.

 

- original invoice #1  $ 10

- credit invoice #2  $ - 10

- new invoice with the right data #3  $ 10

 

Customer still owes $ 10 when combining the three.

 

 

>The invoice date of a void invoice should be the same (automatically) as the one which got voided by the void one.

 

Hmm, that is different in my country.

Here credit notes ("void invoices") must have the date the credit note was created on them.

 

They are treated like normal invoices here, and the negative amount should also be taken into account  in any invoice total calculations.

(so that after issuing refunds, the amount of VAT to pay in the next accounting period gets lower, to compensate for any VAT you paid too much earlier).

[AllToolKits.com]

We have done blesta customization for blesta customers, if you are ok with a third party developer PM me and we can discuss.

I can give link to a blesta plugin we did to check our work.