Refunds (discussion)

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10 years 4 months ago #163035

Refunds seem a delicate thing at the moment. In normal bookkeeping you create an invoice for each order. If that is cancelled your create a 'credit' invoice, containing the exact same number as a negative value, evening out the totals.

In Hika there is an option to set an order to refunded but it does not change anything in the amounts. I have seen a bookkeeper go crazy last week about this :-)

As an extra issue, the totals don't match in the reports. An order of 100 euro, does not change when refunded. Some clients now make manually created invoice with negative numbers.

In a way it is good to see the original order set to refunded and just add them in the totals but only if there is another invoice/order giving the negative total to get it all to zero. This one could be automatically created when switching to refunded. In a prefect world it could also be communicated back to the payment provider that does the return transfer. Our one has that option but now it is a manual job.

Would like to here more thoughts about how people solve this. With the 14 day return guarantee there most be a lot of people struggling with this.

Bastiaan

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10 years 4 months ago #163044

Hi,

HikaShop doesn't really create an invoice. HikaShop only handle orders and the order status.
When an order is confirmed an invoice id/number and creation date is stored with the order but the invoice is still made out of the order each time you request it.
HikaShop is not an invoice manager, so that's why it's like that. Handling the invoices who actually be more complex as when the shop owner removes a product from the order, you can't remove it from the invoice and need to do a new invoice with just that product with a negative price. Same when you change the price of a product in the order, etc.
Basically, it's a whole mess to handle and would require a big development with a specific "invoice" table to handle that.

Lately, the extension Invoice Manager has been integrated with HikaShop: www.joomlathat.com/invoice-manager/exten...nvoices-for-hikashop
I don't know how it works but maybe it could be a solution to handling that process of negative invoices, etc.

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10 years 4 months ago #163076

Hi Nicolas, thanks for the answer and good to know you have no intention to become a complete ecommerce system. I'll have to respect that and move part of our ecommerce out to the CRM system then.

I have been happily using your 'attach invoice' from the beginning but it seems time to say goodby to that and forward the order status out of Hika to the CRM and process payment and invoicing there.

Still the issue of refunds in the totals remains. What's your point of view there?

Bastiaan

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10 years 4 months ago #163119

Hi,

I didn't say we'll never do it. I just wanted to say that it's not possible for now and that it's not just as easy as creating a negative invoice since there is no real invoice management in HikaShop.
But yes, CRMs, or even better accounting software, are a lot more fit to handle that at the moment.

Regarding the reports, you have options to select for which statuses you want the reports. So if you want to get the total sales, you should only take into account the statuses confirmed and shipped and not the status refunded, cancelled or created. That way, when you change the status of an order to refunded, it won't be taken into account.

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10 years 4 months ago #164753

I think I wil try JoomlaThat! invoice manager : www.joomlathat.com/invoice-manager

Will give you some news if it is interesting.

It seems it can use two differents taxes.

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10 years 4 months ago #164754

They don't support refunds. Already asked there.

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10 years 4 months ago #165144

I think that this extension CAN'T make an invoice with characteristics and options prices. It is useless for us.

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