Manually Email Invoices

[NETLINK]

Hello! I can't seem to figure out how to manually send an invoice to a client. For example, I open a client's profile page in admin, I can see the open and closed invoices. But I don't see any way to email those invoices to the client. Surely, it must be possible to manually send an invoice reminder, or a copy of a paid invoice, no?

[NETLINK]

Okay, I figured out how to do it. Need to tick the checkbox beside the invoice. It would be nice to be able to do it from the billing section too, though.

[Michael]

Tick the box and it will say deliver too, ensure the client email is correct and click send.

 

PS: bloody browser just checked up and you found it.

[turner2f]

In my case, I cannot Manually RE-send the invoice by email because there appears to be a credit ( of $1.12 ) applied to it.

When I click "Modify Invoice", I get an error message of ...

" This invoice may not be updated because an amount has already been applied to it. "

[Michael]

7 hours ago, turner2f said:

In my case, I cannot Manually RE-send the invoice by email because there appears to be a credit ( of $1.12 ) applied to it.

When I click "Modify Invoice", I get an error message of ...

" This invoice may not be updated because an amount has already been applied to it. "

Click on the row of the invoice click manage on the transaction and click un-apply. Save and then edit it.

[turner2f]

1) - Actually, that is a good way to dis-connect the "credit" so that i can modify it .

Thanks.

 

2) - What I was really looking to do was to manually to RE-send an email of the bill to the client.

      Which I did, by "ticking" the checkbox that is inline to the invoice, which dynamically opens the "Deliver via email" option, and then clicking the "Submit" button.   

 

Email sent. Success.

[turner2f]

Just curious...

How do we apply or RE-apply a credit to the invoice ?

[Michael]

20 minutes ago, turner2f said:

Just curious...

How do we apply or RE-apply a credit to the invoice ?

The cron job will run unless you have it turned off to not apply credit automatically, and then you can log in as the client and apply the credit.

[turner2f]

16 minutes ago, Licensecart said:

The cron job will run unless you have it turned off to not apply credit automatically, and then you can log in as the client and apply the credit.

OK.

I did log in as the client, but did not see where the credit is, and how to manually RE-apply ( after I UN-applied it earlier ) .

[Michael]

11 minutes ago, turner2f said:

OK.

I did log in as the client, but did not see where the credit is, and how to manually RE-apply ( after I UN-applied it earlier ) .

If you log in as a client you have to click pay or make a payment and then check the box saying use credit or use the partial payment for it. I let the cron job do mine for me.

[turner2f]

I understand that.

But after I "UN-applied" the credit, it has now disappeared as if the credit no longer exists.

[Michael]

46 minutes ago, turner2f said:

I understand that.

But after I "UN-applied" the credit, it has now disappeared as if the credit no longer exists.

Then you didn't do what I said and you voided the transaction otherwise it's available credit unless it's already been re-applied because you did it before the cron ran.

[turner2f]

[Paul]

You can use the "Record Payment" option as an admin to apply loose credits to invoices. The default option is for Blesta to apply loose credits to invoices automatically when the cron runs, starting with the oldest invoice.

[turner2f]

Thanks Paul,

I see the CRON apparently added back the $1.12 credit that I accidentally "UN-Applied" (deleted) earlier.

In the event that I ( or someone else ) makes this mistake again, how would I manually add or create it again ( without having to wait on the CRON ) ?

[Paul]

30 minutes ago, Paul said:

You can use the "Record Payment" option as an admin to apply loose credits to invoices. The default option is for Blesta to apply loose credits to invoices automatically when the cron runs, starting with the oldest invoice.

 

[turner2f]

Thanks.

But that did not answer my question.

Here are two (2)  screenshots of what I am trying to accomplish.

 

 

 

[Paul]

If you want to manually add a credit into their account that they can use that will not automatically be applied to any invoices then you should:

1. Go to Settings > Company > Billing/Payment. Uncheck and save "Automatically apply loose credits". You may need to do this under Settings > Company > Client Groups also, if your Client Group settings are overriding your Company Settings.
2. On the client profile page, under Actions, click "Record Payment". Enter the amount, select "In House Credit", and do not select any invoices that may be displayed.

Regarding your 1st screenshot, when recording a payment for a specific invoice, you can change the amount and pay less or more than the invoice is for. This will result in a partial payment, full payment, or full payment + credit.

[turner2f]

@Paul

Thank you for the directions

I will create  a "contribution" post for others that may need to know.

[turner2f]

Just curious.

Are "Client Groups" mandatory.

Or can we delete ours ?

[Michael]

7 hours ago, turner2f said:

Just curious.

Are "Client Groups" mandatory.

Or can we delete ours ?

They are there incase you 1. What to organise clients. 2. If you wish to give different customers different limits (maybe dedicated customers can get more time to pay, etc).

[turner2f]

OK.

But outside of those two scenarios, I can delete the "Client  Group", correct ?

[Michael]

37 minutes ago, turner2f said:

OK.

But outside of those two scenarios, I can delete the "Client  Group", correct ?

yes

[turner2f]

[Paul]

All clients must belong to a client group. By default they go into the "General" group, which cannot be deleted. You do not need to create any others though, all clients can exist in this group.

[turner2f]

@Paul

Thanks.

Figured as much when I saw the email options at the bottom of the "Custom" Client Group ( which are not part of the default "General" group ).

We decided NOT to delete the "custom" Client Group.

Thanks for confirming.