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A client group is a group of settings that uniformly apply to all clients within the group. Settings include Invoice and Charge Options, Invoice Delivery, and Payment Due Notices. These settings can override or inherit from their respective company setting. Additionally, each group can be given a name, color, and description that can be used to identify it.
Managing Client Groups
Creating a Client Group
Client Groups can be added under [Settings] > [Company] > [Client Groups].
Editing a Client Group
A client groups can be updated under [Settings] > [Company] > [Client Groups].
Deleting a Client Group
A client groups can be deleted under [Settings] > [Company] > [Client Groups]. When a client group is deleted all clients belonging to the group are moved to the default client group. The default client group is simply the first added group in that company.
The default client group can not be deleted.
Client Group Settings
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 Delivery
| Option | Description |
|---|---|
| Invoice Delivery Methods | Check all options you wish to make available for invoice delivery. |
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. |
Required Contact Fields
Required contact fields are rules that require selected fields to be submitted when adding a new contact. This feature was added in version 4.2.
