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| 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.
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| Cancel Service Changes Days After Due (v3.5.0) | The number of days after a queued service change (e.g. upgrade) has been unpaid at which time it will be canceled and the associated invoice voided | ||
| Enable Auto Debit | Enables autodebiting of a client when payment is due | ||
| 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. | ||
| Invoice Services Together (v3.6.0) | Creates a single invoice for services that renew on the same day for a client, or (if false) a separate invoice for each service. | ||
| 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. | ||
| Allow Clients to Change Service Package (v3.3.0) | Check to allow clients to change the package of recurring services. | ||
| Check to allow prorated credits for services, or service configurable options, that are downgraded | |||
| 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. | |||
| Show the Tax ID Field in the Client Interface | Check to show the Tax ID field in the client interface | ||
| Check to queue service changes (i.e. upgrades/downgrades) and provision only after they have been paid. Otherwise, they will be provisioned immediately. |
Invoice Customization
Basic Options
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| Option | Description | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Logo | Upload the logo to appear on the invoice.
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| Background | Upload the background to appear on the invoice.
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| Terms | Enter the payment terms or any other information you wish to appear on the invoice. | |||||||||||||||
| Paper Size | The paper size (if printing). | |||||||||||||||
| Invoice Template | The invoice template to use to render the invoice. | |||||||||||||||
| Invoice File Type | The invoice file type. Invoice templates may support various file types. | |||||||||||||||
| Font Family | Select the font to be used for PDF invoices for each installed language.
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| Terms | Enter the payment terms or any other information you wish to appear on the invoice for each installed language. | |||||||||||||||
| Display on Invoice |
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| Option | Description |
|---|---|
| Credit Card | Check to enable credit card processing. |
| Automated Clearing House | Check to enable ACH processing. |
| Check to remove any accepted payment type overrides set on the client if they are disabled on the company |
Payment Due Notices
| Option | Description |
|---|---|
| This option sets whether clients can be sent any of the available payment notices. | |
| 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. |
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