Billing & Payment settings include Invoice and Charge Options, Invoice Customization, Invoice Delivery, Accepted Payment Types, Payment Due Notices, and Coupons. |
Table of Contents |
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Option | Description | |
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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.
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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. | |
Allow Clients to Create Addons for Existing Services | Check to allow clients to order addons for any of their services that support them. | |
Allow Clients to Change Service Terms | Check to allow clients to change the term of recurring 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. |
Option | Description | Notes | Since Version | |
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Invoice Format | The invoice number format. Available tags include:
| {month} and {day} tags became available in version 3.4
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Invoice Draft Format | The invoice number format for draft invoices. Available tags include:
| {month} and {day} tags became available in version 3.4
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Invoice Start Value | The invoice number start value. | Changing this value after invoices have been generated will start the next invoice number at this start value plus the increment value. | ||
Invoice Increment Value | The invoice number increment value. | |||
Invoice Type | The type of invoice that is created by default. | Pro forma invoices change to Standard invoices after they have been paid and closed. | 3.3 | |
Pro Forma Invoice Format | The pro forma invoice format. Available tags include:
| {month} and {day} tags became available in version 3.4
| 3.3 | |
Pro Forma Invoice Start Value | The pro forma invoice number start value. | 3.3 |
Option | Description | |||||||||||||||
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Logo | Upload the logo to appear on the invoice.
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Background | Upload the background to appear on the invoice.
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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. | |||||||||||||||
Font Family | Select the font to be used for PDF invoices for each installed language.
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Display on Invoice |
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Option | Description | ||||||||||
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Invoice Delivery Methods |
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Option | Description |
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Username | Your InterFax username. |
Password | Your InterFax password. |
Option | Description |
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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. |
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 |
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Credit Card | Check to enable credit card processing. |
Automated Clearing House | Check to enable ACH processing. |
Option | Description |
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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. |
As of Blesta version 3.5.3, setting a Quantity of zero (0) will denote the coupon to have unlimited uses. |