Combining of services on invoices that renew on the same month

[HernanMX]

Good day.

You can group all the services to be renewed by the client in the month, in a single invoice, instead of one invoice per expiration date.

I would like to send only one invoice for the month with all the services to be renewed.

I have several clients with multiple services in the month and different days.

Combining of services on invoices that renew on the same month.
To have the invoice of the month for all the services to renew

[Paul]

If you set all the service to the same renew date, they will be combined on the same invoice by default.. unless you have disabled this feature.

Separately, we would consider a feature request for combined monthly billing for services that do not have the same renew date. https://requests.blesta.com 

[barryf]

 

On 4/17/2024 at 7:01 PM, Paul said:

If you set all the service to the same renew date, they will be combined on the same invoice by default.. unless you have disabled this feature.

Separately, we would consider a feature request for combined monthly billing for services that do not have the same renew date. https://requests.blesta.com 

@Paul - Where might this setting be, to disable this behaviour?

[Paul]

3 hours ago, barryf said:

 

@Paul - Where might this setting be, to disable this behaviour?

Settings > Billing/Payment > Invoice and Charge Options. ALSO check your client group, as it may override.

[barryf]

Thanks Paul.

Should this also apply when a plugin generates and invoice prior to the "normal" Blesta invoice run? We generate invoices from voice CDR before the scheduled normal Blesta invoice creation cron. We would like for the other service items to get added to the open invoice rather than creating  new one.

Thanks.

-Barry

[Paul]

2 hours ago, barryf said:

Thanks Paul.

Should this also apply when a plugin generates and invoice prior to the "normal" Blesta invoice run? We generate invoices from voice CDR before the scheduled normal Blesta invoice creation cron. We would like for the other service items to get added to the open invoice rather than creating  new one.

Thanks.

-Barry

Plugins that generate invoices are independent from the core and would not be combined. Your plugin could be triggered by an invoice creation event, and then edit the invoice Blesta generated to add more items to the invoice. Your plugin could also create a pending invoice (which has a future bill date) and add to it, when the bill date rolls around the invoice will be sent to the client and no longer be pending. That wouldn't combine core billing though. We are also planning a Billable Items Queue, details at https://dev.blesta.com/browse/CORE-4981 which would allow you to add items to this queue to be invoiced together, and this would combine items in the queue with items Blesta bills.

[barryf]

Thanks Paul, that looks exactly what we need.