Is It Possible To Make A Standalone Invoice & Have People Create An Account?

[sunrisepro]

I'm seeing if Blesta can replace my billing app (Harvest). This way all of my billing & reports would be in one place - including keeping payment info & invoices for customer reference. Some of these invoices would be for recurring services & some would be one-off invoices.

 

 

Is it possible to send a one-off invoice and have a customer create an account as a result? My hope is that it would be a way of capturing customer payment info for automatic invoice payments in the future.

 

Or is it required that someone have an account before receiving a one-off invoice?

 

[Paul]

You could create the customer account, and then create & send an invoice. OR, you can send the customer a link to register an account, and then create the one-off invoice under their account. They'd get an email with the invoice, and a link to pay it.

 

It's not possible to create an invoice that is not attached to a pre-existing account though.

 

To allow a client to register, you just need to create an order form of the type "Client Registration". Packages > Order Forms > Create button. Then select "Client Registration" under "Type". Send them a link to this registration page so they can create an account, and then invoice them.

[sunrisepro]

Thanks - I do have a client registration form. I'll take that route moving forward. Any suggestions on getting them to save their payment info? Most seem to forget.