Client contact details always appear in the upper left of the client's profile page, along with common actions that can be toggled between states.
All actions that can be performed for this client are available in this expandable section, from creating invoices, to adding services, and more.
Quickly see the total due and all account credits for the client in every currency the customer has used. Blesta supports true client-level multi-currency.
Invoices, Services, Transactions, and Tickets show a complete history of the client. Plugins can create new widget boxes to extend functionality.
Staff can customize the client profile page by sorting the widgets in the order they prefer. Minimized widgets show a badge with the item count.
Client profile pages are designed to be as simple as possible, allowing a full and complete overview of the client from a single page.
Invoices are generated automatically as services renew. You set how far in advance invoices should be generated for renewing services. Invoices can be delivered by email, queued for print & mail, faxed (through Interfax), or mailed directly (through PostalMethods).
Blesta also supports easy one-off manual creation of invoices with automatic draft saving. Try using fractional quantities like 45/60 to represent 45 minutes for hourly billing!
There are several different PDF invoice templates to choose from and invoices can be customized with your company logo and background.
Letter and A4 paper sizes are supported, as well as standard and pro-forma invoice types.
Payment Accounts are used to store credit card or ACH details encrypted locally or as just a token. Staff and clients can select a payment account to use for automatic payments.
Send up to three configurable payment reminders, before or after invoices are due. Payment reminders include a "Pay Now" link that the client can use to make payment without logging in.
Accept a wide array of Payment Gateways like Authorize.net & PayPal.
Invoice, track, and accept many currencies. Multi-currency done right.
Past due services are automatically suspended, unsuspended when paid.
Sort clients into different groups with unique billing settings.
Optional pro-forma invoices convert to normal invoices when paid.
Up to two levels of inclusive and exclusive taxes & tax-exemption.
Optionally configure services to renew on a specific day of the month.
Create time or quantity based, exclusive or inclusive coupon types.
Account credits can be automatically applied to future invoices.
Create an unlimited number of order forms with different products/packages. Accept different gateways, currencies, and more.
Check out the demo.
The Support System includes a clean, intuitive ticket system and Knowledge Base.
Make it your own. Customize your dashboard, billing overview, client profile, and more! Add or remove widgets, drag and drop them into new positions. Minimize, maximize, and configure widgets to your liking.
Staff can independently enable/disable, sort, and minimize/maximize widgets on the Dashboard, Billing Overview, and Client Profile.
Search preferences are automatically stored for each Staff member. Smart Search? Invoice Search? Blesta will default to the last used.
The look and feel can be customized without the need to edit any HTML. Add your logo and change the colors with a few clicks.
Add or remove permissions for staff through a powerful ACL system. No longer will staff have access to things they shouldn't.
Blesta is multi-language capable both within the staff and client areas. Download or contribute to translations at translate.blesta.com
Bootstrap client area templates make customizing the look & feel simple. You can select different templates for different companies.
*Addon Companies are $95 one-time or $5/mo each
Assign staff to one or more companies, with different permissions and unique roles for each. Easily switch between companies.
Your client base, packages, invoices, email templates, gateways and more are separate and unique. It's almost like having two separate installations.
Configure each of your companies to run at a different hostname, which loads its own branding. Clients cannot tell that you have multiple brands.
Multi-Company support is part of the foundation of Blesta. For others it's an after-thought. Blesta does multi-company right.
Many people today use mobile devices, so we made the client area and order forms responsive. Blesta looks and works great on any size screen.
Security taken seriously; The best track record in the industry.
Well-written, open, and commented code. Anyone can audit the source.
Automatic Staff logout on IP address change fights session hijacking.
Proactively blocks brute force logins and does not leak usernames.
Bcrypt HMAC SHA-256 hashes for passwords. AES-256 & RSA for data.
Logging of credit card accesses, and contact information changes.
Two-Factor Authentication (2FA) secures Staff & Client logins alike.
Changing the Staff URL by changing the route can stop brute-force attacks.
Acknowledgement for Responsible Disclosure & quick security patches.