#wendy-credit-notes
mental marsh
thanks
so i have an invoice with 2 lines, one is a one-time fee with a coupon of 100% off and the other is a monthly subscription invoice ($6). I want to create a credit note of full amount of that invoice.
subtle thicket
Let me just try something really quick -give me a few minutes
So what you can do is create a credit note, specify amount for the full amount of the invoice, and then also set credit_amount , out_of_band_amount and refund_amount depending on what exact behavior you want
mental marsh
but that will not credit note to the GST payable account
we are using stripe revenue recognition reports to get how much to post to our finance system for GST payable on a daily and monthly basis
what isout_of_band_amount use for?
subtle thicket
What do you mean by it will not credit note to the GST payable account? Can you be more specific and describe why the credit note flow i described won't work for you?
mental marsh
so for a regular signup of the membership, we are seeing this rev recognition posting
if the credit note is created with the invoice total amount (including tax), then the journal entries in rev cognition won't include the A/P GST on membership...as my credit note request is just the full amount
subtle thicket
So is the issue that you don't actually want the credit note to be a single line item? You want to be able to create a credit note for ALL the line items in an invoice, and have each of them be separate?
mental marsh
yes
maybe i should create a refund to that invoice (payment_intent)
then create a credit note to that refund?
subtle thicket
If you go down that route, you still need to specify the line items (because we need to know how to represent the credit note when you view the invoice).
mental marsh
if I don't create a refund then credit note, where does the $$ get deposit to by stripe?
if i refund with the paymentItent of the invoice, the $$ goes back tot he original charged cc# right
subtle thicket
Okay backing up for a minute here, I'd recommend reading through our documentation on credit notes (https://stripe.com/docs/invoicing/integration/programmatic-credit-notes) - we walk through all the options for the behavior of how credit notes behave (refunds, customer balance, out of band, etc)
and going back to your original question you asked - lines[0]tax_amounts[0] isn't something you can set. What you'd do is pass in each of the line item IDs you want included in the credit note, set lines.[0].quantity to the total quantity on that line item, and we'll automatically include the tax for that line item in the credit note.
mental marsh
this is the invoice line item that i want to credit note
using the example of create credit note that creates a refund
ok i got some credit note created witht he refund amount (including tax) and that item line id<
i will check if it does the job
mental marsh
ok so looks good, I have to wait for tmr to pull the rev recognition posting to ensure credit note to t he original invoice are included, please don't archive this thread yet
subtle thicket
we archive threads if we don't expect a response within the hour because the folks that staff this channel rotate - if you're coming back tomorrow feel free to ask in the main channel again
mental marsh
ok thanks for letting me know
subtle thicket
👍 I'll leave the thread open a bit longer in case you have any immediately questions, but otherwise feel free to come back tomorrow when you know the outcome of the rev rec