Client Groups settings allow the creation and modification of client groups.
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Invoice and Charge Options
Option
Description
Invoice Days Before Renewal
The number of days before a service or recurring invoice renews to generate an invoice.
Auto Debit Days Before Due Date
The number of days before an invoice is due to auto debit the clients default payment account (if the client is configured for auto debit).
Suspend Services Days After Due
The number of days to wait after an invoice for a service has been past due before suspending the service.
Auto Debit Attempts
The number of attempts and failures to process a payment account before that payment account is disabled from being automatically debited.
Info
If a payment account is disabled from being auto debited a note will be created on the client's account stating such.
Allow Client to Set Invoice Method
Check to allow the client to choose which method of invoice delivery they prefer (e.g. Paper or Email).
Invoice Suspended Service
Check to continuing invoicing suspended services.
Allow Clients to Cancel Services
Check to allow clients to cancel their own services.
Automatically Apply Loose Credits
Check to allow Blesta to automatically apply credits to open invoices (oldest invoices first).
Automatically Provision Paid Pending Services
Check to allow Blesta to automatically provision services that are both pending and have an invoice that has been paid.
Check to void associated open invoices when a service is cancelled. If the invoice has line items not associated wit the service, those that are will be removed from the invoice.
Select the number of days after the invoice is due that it can be automatically voided.
Invoice Delivery
Option
Description
Invoice Delivery Methods
Check all options you wish to make available for invoice delivery.
Payment Due Notices
Option
Description
First Notice
The number of days before or after an invoice is due to send the first late notice email.
Second Notice
The number of days before or after an invoice is due to send the second late notice email.
Third Notice
The number of days before or after an invoice is due to send the third late notice email.
Auto-Debit Pending Notice
The number of days before an account is auto debited to send the pending auto debit notice email.
Required Contact Fields
Required contact fields are rules that require selected fields to be submitted when adding a new contact. This feature was added in version 4.2.