https://docs.whmcs.com/9-1/tags/credit-and-debit-notes/Recent content in credit-and-debit-notes onHugo -- gohugo.iohttps://docs.whmcs.com/9-1/billing-and-invoicing/billing-logic/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/billing-and-invoicing/billing-logic/Details the ordering, invoicing, payment, and provisioning workflow, the Next Due Date and Continuous Invoice Generation logic, billing cycle calculations, overpayment and refund handling, payment and affiliate commission reversals, and the automated suspension, unsuspension, and termination triggers with their action hook points.https://docs.whmcs.com/9-1/billing-and-invoicing/credit-and-debit-notes/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/billing-and-invoicing/credit-and-debit-notes/Covers the Admin Area’s installation-wide Credit and Debit Notes list and the Client Area’s My Credit and Debit Notes list, including columns, sorting, filtering, permissions, and single-result search redirects, and links to the per-client Credit and Debit Notes tab. Tables the specific admin actions and automated system events (marking paid, cancelling, refunding, applying credit, closing clients, late fees, overpayments) that trigger credit or debit note creation, explains invoice balance calculation, and covers workflow adaptations for late fee removal, price adjustments, and forgotten line items on immutable invoices. Also documents the Invoice Immutability compliance states that control credit and debit note generation, the state-dependent Mark Paid permission, and why credit applied through a credit note becomes non-removable.https://docs.whmcs.com/9-1/billing-and-invoicing/invoice-management/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/billing-and-invoicing/invoice-management/Details creating and publishing draft invoices, finding invoices via search, invoice immutability after leaving Draft status and the General Settings compliance selector that controls it, and the Summary, Add Payment, Options, Credit, Refund, and Notes tabs, including steps to cancel, split, delete line items, add or remove credit, and refund transactions with reversal options. Also covers which invoice fields and statuses the Options tab unlocks when you disable immutability, how the removable credit amount on the Credit tab depends on the compliance state, and WHMCS 9.x invoice-status behavior that differs from 8.x: cancellation automatically returns partial payments and applied credit to the client, removing credit from a credit-paid invoice no longer changes its status to Refunded, and refunding a partial payment no longer changes the invoice status.https://docs.whmcs.com/9-1/payments/transactions/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/payments/transactions/Covers steps to manually apply payment to one or more invoices, the Date, Description, Transaction ID, Amount In, Fees, and Add as Credit fields for adding a transaction, applying Record Only refunds for chargebacks, and viewing Stripe and PayPal gateway balances.https://docs.whmcs.com/9-1/clients/client-profile/credit-debit-notes-tab/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/clients/client-profile/credit-debit-notes-tab/Covers the sortable, filterable list of a client’s credit and debit notes in the client profile, including columns, sort and filter options, and the single-match search redirect behavior.https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-invoices/invoice-immutability-errors/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/troubleshooting/troubleshoot-invoices/invoice-immutability-errors/Explains the “Invoice immutability is disabled” Admin Area message and the matching System Health warning, caused by selecting an Invoice Immutability compliance state that allows editing non-Draft invoices, and recommends using credit and debit notes to adjust balances and reissuing invoices to correct fields like invoice date or tax rate instead. Also covers the dismiss-once behavior of the Admin Area message and the steps to restore full compliance.https://docs.whmcs.com/9-1/system/general-settings/general-settings-invoices/Mon, 01 Jan 0001 00:00:00 +0000https://docs.whmcs.com/9-1/system/general-settings/general-settings-invoices/Documents Continuous Invoice Generation, Metric Usage Invoicing, PDF Invoices/Paper Size/Font Family, Store Client Data Snapshot, Mass Payment, Clients Choose Gateway (including its effect on API-driven invoice gateway changes), Group Similar Line Items, Cancellation Request Handling, Automatic Subscription Management, Proforma Invoicing, Sequential Paid Invoice Numbering, invoice/credit/debit note number incrementation, late fee type and amount, and accepted credit card types. Also documents the Invoice Immutability compliance selector, its three states (full compliance, immutability disabled with credit and debit notes, and immutability and credit and debit note generation disabled), and the confirmation window that gates the disabled states.