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To access account actions, a Client must be identified and their Profile page accessed. Please see Finding Clients for more information on accessing a client profile page.
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Blesta creates invoices automatically for recurring services, but invoices and recurring invoices can be created manually by selecting "Create Invoice" under Actions. The following form will be shown:
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Quantities support decimal and fractional values. For example, a 55 minute task could be invoiced with a quantity of 55/60, and the unit cost would be the hourly rate. |
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Enter a Summary, choose whether the note should be a sticky note, and optionally enter additional details. If a note is a sticksticky, it will appear at the top of the clients profile page like this:
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