Table of Contents |
---|
Invoice and Charge Options
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. If a payment account is disabled from being auto debited a note will be created on the client's account stating such. |
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. |
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. |
Invoice Customization
Basic Options
Option | Description |
---|---|
Invoice Format | The invoice number format. Available tags include:
|
Invoice Draft Format | The invoice number format for draft invoices. Available tags include:
|
Invoice Start Value | The invoice number start value. |
Invoice Increment Value | The invoice number increment value. |
Look and Feel
Option | Description | ||||||||
---|---|---|---|---|---|---|---|---|---|
Logo | Upload the logo to appear on the invoice. Can't upload? If you're having trouble uploading a logo check that the Uploads Directory under [Settings] > [System] > [General] > [Basic Setup] is configured correctly. | ||||||||
Background | Upload the background to appear on the invoice. The GD extension may be required If the background or logo needs to be resized the GD PHP extension may be required. | ||||||||
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. | ||||||||
Display on Invoice |
|
Invoice Delivery
Basic Options
Option | Description | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|
Invoice Delivery Methods |
|
InterFax
Option | Description |
---|---|
Username | Your InterFax username. |
Password | Your InterFax password. |
PostalMethods
Option | Description |
---|---|
API Key | Your PostalMethods API key. |
Test Mode | Check to enable test mode (will not actually delivery invoices). |
Include a Reply Envelope | Check to include a reply envelope. If checked, all invoices will be delivered in black and white only. |
Accepted Payment Types
Some payment gateways support both Credit Card and ACH payments. These settings allow you to prevent users from submitting payments of a given type regardless of whether or not the gateways supports it. Check only the types you wish to accept.
Option | Description |
---|---|
Credit Card | Check to enable credit card processing. |
Automated Clearing House | Check to enable ACH processing. |
Payment Due Notices
Option | Description |
---|---|
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. |
Coupons
Creating Coupons