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- Automatically, as active services come up for renewal.
- Automatically, as recurring invoices come up again.
- Manually, by creating an invoice in the client's profile page.
Customizing Invoices
Invoices in Blesta can be customized under Settings > Company > Billing/Payment > Invoice Customization. You can change the following:
- Invoice Format
- Invoice Draft Format
- Invoice Start Value
- Invoice Increment Value
- Invoice Type (Standard/Pro forma)
- Look and Feel (Logo and Background image)
- Paper Size (Letter/A4)
- Invoice Template (Default/Perforated/Quickbooks)
- Invoice File type
- Font
- Terms
- Display on Invoice (Logo, Company Name/Address, PAID Watermark, Payments/Credtis, Date Due - Draft, Date Due - Pro Forma, Date Due - Standard)
Download a sample Background image
(png)
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Creating Manual/One-Time Invoices
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- Multiple line items may be added by clicking the "Add" link next to a line item. A new line item will appear below the one selected.
- Line items may be re-arranged by drag-n-drop.
- Setting the "Date Billed" to a future date, will cause the invoice not to be displayed in the client area until that date, nor will it be delivered via the selected delivery methods.
- When creating a new invoice, your work is saved periodically as a draft. In the event of a browser crash, the invoice can be recovered under drafts.
- Depending on company settings, invoices may be charged automatically. You can disable this for a particular invoice by unchecking the 'Allow auto-debiting for this invoice' box.
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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. Up to 4 decimal places can be used in pricing as well, which is later rounded. |
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