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Option | Description | ||
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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.
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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. | ||
Allow Addon Services to be Synchronized with their Parent Services (v4.3.0) | Check to prorate newly-created addon services that match the parent's monthly or yearly terms to the parent's renew date. | ||
Allow Clients to Create Addons for Existing Services | Check to allow clients to order addons for any of their services that support them. | ||
Allow Clients to Change Service Terms | Check to allow clients to change the term of recurring 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 Customization
Basic Options
Option | Description | Notes | Since Version | ||
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Invoice Format | The invoice number format. Available tags include:
| {month} and {day} tags became available in version 3.4
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Invoice Draft Format | The invoice number format for draft invoices. Available tags include:
| {month} and {day} tags became available in version 3.4
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Invoice Start Value | The invoice number start value. | Changing this value after invoices have been generated will start the next invoice number at this start value plus the increment value. | |||
Invoice Increment Value | The invoice number increment value. | ||||
Invoice Type | The type of invoice that is created by default. | Pro forma invoices change to Standard invoices after they have been paid and closed. | 3.3 | ||
Pro Forma Invoice Format | The pro forma invoice format. Available tags include:
| {month} and {day} tags became available in version 3.4
| 3.3 | ||
Pro Forma Invoice Start Value | The pro forma invoice number start value. | 3.3 |
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