| 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. |
| 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.
Payment Due Notices
Coupons
Creating Coupons
