10RUPTiV

Anyone have an idea on how to change the Client # in the listing, like under Billing / Invoices instead of the client # ? It's much easier to know who have an invoice with a name instead of a #

I would like to have a custom report for all the invoices with something like: Month ------------- Subtotal ------- Level 1 taxe ------- Level 2 taxe ------ total ---------- total paid January 2013 100.00 10.00 12.00 122.00 122.00

Thanks Tyson. But using that, it will never generate a PDF like an invoice but with the mention of "Credit" ....

We are migrating our data into Blesta and of course, we add some services to a client that are already "activated" but not in Blesta. How to add the service and telling Blesta not to charge the "setup fee" ?

I'm looking for a way to create some "Credit memo" for a client. Let's say for example, I want to give 100$ in credit to a client. How I will do that ? Or another example, I sent an invoice of 100$ to a client and he paid it, but 2 days after, we need to cancel this invoice and the client don't want us to send it back his money but instead, to keep it as a credit here...

When we migrate our data into Blesta, we also migrate our "Customer ID" in a custom field. How/where I need to do/go to modify the little box on the left side to see the customer ID field without having to "Edit" a client... I would need also to show it under the client side.

Cody, The problem is, it's not ALL clients that have a PDF. I really prefer for our business, that when my staff create a "time" invoice, they just hit a "Upload" button that can upload a PDF for this invoice and that, the client, if he WANT it, he can connect on the client interface and download it. Most of the time, client don't need it but if we don't give them a way to get it, they need to email us asking the document and that cause us delay for the payment. I have no problem to pay Blesta for this custom plugin.

Cody, Just to make sure. We charge for example 50.00$ PER DAY. I need at each 2nd of the month, to create a new invoice for this month using a quantity of the number of days in the current month X 50.00$ + taxes The invoice for Jan 2nd should be 31x 50$ and the one for February, will be 28x 50$

Cody, How to do that using the Universal module ?

If I modify the qte directly in the database table, it should works ?

I'm looking a way to specify a quantity when adding a service to a client. I create a package with a 1 year term, when I add it to a client, I want to specify a quantity for that...

Hi, We need to be able to attach a PDF document when we create an invoice. The client don't need to pay the invoice to see the pdf. The purpose, it's when we are billing our monthly hours, we always attach a PDF with our time accouting report, before Blesta, we send the PDF by email manually and create an invoice after. What will be nice it's to be able to attach it when creating a new invoice so the client can just open it if he want some details..

Hi Michael, That's using a module that manage domain registration. But how to do that using the Universal module ?

I would like to be able to add a little description when adding a service to a client. For example, we are selling domains to client and I would like to add the domain name when adding a service, so the client, can know easily, which domain we are talking about when he's paying.

Yes. I need on the 2nd of month, calculate the price for the "current" month. Our service is a "paid-before-use" service. So, for example, on the 2nd of january, I'm billing for 31 days of january.

Paul, I understand your point, but we can't do that. Our business model is like that since a while for this kind of service. So the other option is to develop a plugin for that?

Hey folks.. We are trying to find a way to bill a "daily" services on a monthly basis. For a real example, we are billing clients for a monitoring service using a daily pricing. And each 2nd day of the month we are billing for the current month using the right amount of days for that month. Before Blesta, we are doing manual invoices for this kind of billing, but it will be nice to automatically create an invoice for that, like a "service".

Don't know for all others place in the world but here in Quebec (Canada) , taxes changes often. We need to be able to set taxes rules with date period. Before last Jan 1st 2013, we calculate the taxes using "cascade" and also the % change a couple of time. Since Jan 1st we don't use anymore the "cascade" but % change again. And it will probably change again next January 2015.