Step by step on creating manual invoices. |
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Invoices in Blesta are created a number of different ways:
Invoices in Blesta can be customized under Settings > Company > Billing/Payment > Invoice Customization. You can change the following:
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Blesta creates invoices automatically for recurring services, but invoices and recurring invoices can be created manually by selecting "Create Invoice" under the Actions box on a client profile page. The following form will be shown:
Some notes about creating invoices:
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. |
Recurring invoices can be created by expanding the Recurring Invoices option, as shown below.
Recurring invoices are similar to recurring services, except that no service is required. These work great in situations where a module is not necessary or available to automate suspension or unsuspension of services, or for unique services including retainers for work for example. The Next Renew Date controls when the next automatically generated invoice based on this recurring invoice is due. This is helpful when you want to create a single instance invoices today, but have it recur on a separate date (e.g. the 1st of the next month).