Article

Blesta 3.0: Client Groups (video)

December 1, 2011 | Posted by Paul


I’ve got another video for you this week. I’ve been meaning to get something out every week, but it’s been tough. Time flies, we all get drawn into the excitement of v3 development, and I let things slide a little bit. I’m trying to reel things back in and be more regular in my posts. Let’s see how it goes.

This week I decided to make a video on Client Groups. It’s not what I was planning to do, and at first glance it seems kind of boring, but it’s not and I’ll tell you why.

Client Groups have settings, and here are a few things you’ll be able to do.

  1. Invoice different groups at different times. Bill some 10 days in advance, others 5, for example.
  2. Charge different groups at different times. Charge some on the day their invoice is due, charge others earlier.
  3. Send payment reminders and late notices at different times for different groups.

But the really powerful thing about these settings is that they are inherited from a higher level, if they aren’t specified. By default, new groups will inherit these settings and can be specified if they should be different. Since a vast pool of options exist at a higher level, they can eventually be specified at the group level. We have only specified 3 relevant groups of settings because we believe in simplicity… but it’s only the tip of the iceberg in terms of what is possible.

I’ve said enough! Video below, there’s sound and you can make the video go full screen if you want. There might be a bit of echo in the audio, my apologies. It’s because I recorded it from my home office last night rather than at work. Not sure I’ll do that again, hardwood floors don’t exactly create the best acoustics.