Export / Import transaction example scenario

[random_seed]

Hi,

Blesta looks great and I'm really impressed with the simplicity and ease of use. I just have a few requirements.

1. Export all transactions for the current billing period.
2. Update all transactions back into Blesta for the current billing period.

I see that Blesta includes the ability to store credit cards but what about client banking details? I would like to include the banking details in the transaction export so that I can process this with my direct debit order system. I think there would need to be the option to select a billing method, ie credit card, debit order etc...

Is this possible? Do you have any import/export examples?

Many thanks,
Tim

[Cody]

Hi Tim,

Originally Posted by random_seed

Hi,

Blesta looks great and I'm really impressed with the simplicity and ease of use. I just have a few requirements.

1. Export all transactions for the current billing period.
2. Update all transactions back into Blesta for the current billing period.

1. This can be done in Billing -> Export. Select "Transactions Applied", set the date you wish to export over and hit "Export."

2. I assume the reason for this is because payments are being batch processed outside of Blesta and you would like to apply payments to invoices on the user's account. To do this you will need to write a custom script using Blesta's API. An example of the applyplayment API command can be found in /api_samples/apply_payment.php of your Blesta installation. Documentation on the API can be found here.

I see that Blesta includes the ability to store credit cards but what about client banking details? I would like to include the banking details in the transaction export so that I can process this with my direct debit order system. I think there would need to be the option to select a billing method, ie credit card, debit order etc...

This is definitely coming in a future version of Blesta.