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  1. Automatically, as active services come up for renewal.
  2. Automatically, as recurring invoices come up again.
  3. 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

 Image Added (png)

View file
namelogo-bg.psd
height250
(psd)

Creating Manual/One-Time Invoices

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  1. 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. 
  2. Line items may be re-arranged by drag-n-drop.
  3. 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.
  4. 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.
  5. 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.
Info
titleBilling for hourly work?

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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