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Showing content with the highest reputation on 04/26/2014 in all areas

  1. mlungu

    Functionality Questions

    Hi Cody I understand that Blesta is very customizable, and I have sent off a mail to the famous Eric around some ideas. The issue I have is that I cannot really test blesta until those features are there. Bit of a catch 22 situation. I think the statement feature is misunderstood, or at least I do not understand your description of it. We simply need the ability of sending a "statement of invoices and payments". Invariably a client will phone us and ask "how much do we owe you". They then request a listing of all invoices for X period, together with all payments made during that period. We'd then have the ability to generate this, usually with a few options like "included closed invoices, include payments, from-to dates, etc." We do currently try persuade our clients to log into their portal where they can see all that in our current solution, but most simply refuse to do this and we get asked "what kind of systems do you guys run that you cannot simply send us the statement". Old habits die hard. We are looking into blesta indeed for its ability to customise it, so all good there. But I am not a developer of any sorts and half the time have no idea what is involved in that and would need to first have a system that can do the basics, see if that works for us and THEN investigate the parts where we need custom development to tie it into our other platforms. I cannot really justify spending money on getting it to do those basics, work with it to see if it fits us, and then finding out about the rest. That said, Eric's rates are really reasonable so I will await feedback on that for now. Cheers
    2 points
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