Receipt for wallet recharge for sub-accounts
M
Michelle Hon
Currently, GHL sends us a receipt every time there's an automated recharge for messaging credits. It would be great if our sub-account receives a receipt everytime they get charged too, just like how they get a receipt for their monthly subscriptions. They should get a receipt for wallet recharges.
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M
Michiel de AutomateDoctor
+1, and to clarify why the Stripe receipt in the billing tab doesn't solve this: in Spain (and the rest of the EU) a receipt is not a valid tax invoice. Every wallet recharge charged through the agency Stripe needs a proper invoice with the agency's own numbering series, tax ID, the client's legal name and tax ID, and the applicable VAT or the reverse charge / not subject mention.
What would solve it:
- Option in SaaS Configurator / Rebilling: "Create an invoice in the agency's Invoices module for every wallet recharge", using the agency's invoice settings (prefix, numbering, business details, taxes).
- The invoice marked as paid automatically with the Stripe charge, so the client isn't charged twice.
- Optional email to the client, and a workflow trigger "Wallet recharged" so agencies can automate it themselves.
Right now we have to rebuild this with Stripe webhooks or invoice every recharge manually, which doesn't scale.
D
Davide ADMIN
Actually, it is a problem with regard to the refills of the digital wallet because a RECEIPT is issued and not an INVOICE. It's not good for tax purposes in Italy.
S
Sales & Marketing
Merged in a post:
Create fully detailed invoice of phone/email rebilling balance recharges
NetFad GmbH
Every time a client, that gets rebuilled, adds money to their balance, a transaction is made. To include this transaction in the bookkeeping of the client´s business, they must receive a invoice from me. However this invoice must follow guidlines in Europe and Australia. It has to include Name and Adress of both businesses, TAX-ID and a description for the payment (what is it used for?).
Currently there is an invoice that can be accessed, unfortunately this doesn´t include these essential informations. I have attached the current invoice layout, that I can´t use for the given reason.
Please change this soon, as this prevents all GHL-users in Europe and AUS to use any kind of rebuilling as a whole (as its not legally complient)!
I just noticed it´s not even possible to download this invoice...not usable at all!!
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U
Umar Ranginwala
This is already live, sub accounts can see the receipt on the billing tab > payments > charges
T
Tim A
Umar Ranginwala We do indeed receive an invoice. We then have to send a separate invoice to our customers with VAT. It would be ideal if customers could receive an invoice from us with VAT straight away. Imagine you have 100 customers and have to do this manually, it's impossible.