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katycomputer

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Everything posted by katycomputer

  1. katycomputer
    I needed my transactions in QuickBooks, I am using Stripe, so I wanted each transaction reduced by the cost of Stripe to make everything easy to reconcile. I worked a developer to put together the attached files which are placed in /exportcsv I am thrilled with the results, let me know if you have any questions. This is running on a cpanel host, I see no reason it wouldn't run on any host with rights to access the Blesta database. A couple modifications I have planned: - We use Transaction Pro Importer to pull the csv file into QuickBooks. I am thinking about using qodbc or CData's remoteconnector to make things a bit more seamless. - It should be possible to get the database connection parameters from /config/blesta.php config.php index.php Output.xlsx
  2. katycomputer
    Very nice - glad I went for the Silver :-)
  3. katycomputer
    I found another way. I entered a payment on /billing/admin/clients/recordpayment/contacts.client_id/ and set the payment type to "In House Credit", that should resolve my issue.
  4. katycomputer
    Postal methods has updated their security. I sent a test invoice via snail mail.
  5. katycomputer
    I want to add a service where the first 4 months are free. So I created a test situation using a daily term. I created a coupon valid for $4, defined the daily term charge as $1, then added the service to my test client. All went well on day one, but on day 2, the client wasn't credited for the $4 coupon. If using a coupon in this manner won't work, what is the best way to handle this situation?
  6. katycomputer
    Does anyone know the person behind WHMPHP? I have been trying to get a test server licensed for use by BlestaAddons since Saturday.
  7. katycomputer
    Good call Jono. Copy & paste appended a space to my API key. I removed the space & all is good.
  8. katycomputer
    I changed it to 4 - same result, sounds like we'll need to wait for PostalMethods to update their server, perhaps we can use their email to postal gateway:
  9. katycomputer
    Now, I'm getting -3003 Did I mis-key something?
  10. katycomputer
    Thank you . I reached out to my sales rep. Hopefully, the'll resolve the issue.
  11. katycomputer
    I am on 4.1.2
  12. katycomputer
    I go into list of clients, select an invoice, select DeliveryviaPostalMethods The first time I did this, I got a "The form token is invalid", now I get a -1 Any ideas? BTW: If we can get this working, this is another really cool Blesta feature!!!
  13. katycomputer
    Yep, there it is. I am blind this morning. Thank you.
  14. katycomputer
    I subscribed to Blesta Addons and cannot seem to install the HTML Invoice template, or select one of the other stock templates such as perforated or quickbooks. I have installed html_invoice folder as described here: https://blesta-addons.com/plugin/store/main/item/6/ I click Settings | Company | Billing/Payment | Invoice Customization, ending up at http://domain.com/billing/admin/settings/company/billing/customization/ There is no "Invoice Template" option on this page. Where did I go wrong? I am on Blesta 4.1.2 A few screen shots:
  15. katycomputer
    Softaculous released an update that allows installation on cpanel hosts running PHP 7.0. PHP-FPM needs to be disabled for installation using Softaculous. I hope this information helps someone.
  16. katycomputer
    Sure, do you need command line?
  17. katycomputer
    Using Google, I have pulled a few SQL queries from this forum to start building a deck of sample custom reports. I have six or so such reports. Is there a resource for finding more? I understand the Blesta ER diagram is proprietary, but would be nice if there was a bit more information regarding the table structure somewhere. With a bit more information, Blesta could be used for many businesses - gyms, prechools, HVAC firms -- anyone wanting to build a membership or subscription type revenue stream for their business.
  18. katycomputer
    We have a client that needs her credit card dinged on the third Wednesday of the month. Anyone know of a way to automate this in Blesta?
  19. katycomputer
    If the customer's card gets updated due to expiration or loss, does the use of token storage take advantage of Stripe's account updater technology?
  20. katycomputer
    If we use use Stripe, I understand Blesta stores the card as a token, it can then charge the customer's card when due. If the customer's card expires or is stolen there is a service called account updater offered by many merchant services including Stripe https://stripe.com/blog/smarter-saved-cards If we are using Stripe with Blesta, and the customer's card gets updated, does the use of token storage take advantage of Stripe's account updater technology?
  21. katycomputer
    I tried 7, it didn't work. I tried command line & softaculous. When I downgraded to PHP 5.4, softaculous was able to install Blesta. My website uses 7.1, so I need Blesta to use 7.1 - unless someone has a reasonable work-around.
  22. katycomputer
    Does anyone know if php71-php-ioncube10 is supported with Release 4.1.2? What is the optimal version of PHP for blesta 4.1.2?
  23. katycomputer
    I look forward to your response. I completed the form with this information: We have clients that are billed periodically (mostly quarterly, some monthly), The client information is entered in QuickBooks. We enter item description, invoice amount and frequency in Blesta We want Blesta to send an invoice and collect payment via credit card. When the bill is paid it should send a paid Sales Receipt to QuickBooks. In a perfect world the QB customer database would be synchronized with Blesta, ideally this would include credit card information. If we need to enter customer name, email address & credit card information in Blesta, that will work. In a perfect world, Blesta would communicate directly with QB, a periodic IIF file dump would work nearly as well. Thanks, John
  24. katycomputer
    Has anyone found a plugin that provides integration with QuickBooks Desktop? I have zero interest in QuickBooks online, would be interested in something that creates a weekly IIF file and puts it in a folder. Also need some way to get QB customers in Blesta.
  25. katycomputer
    Thank you.
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