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Showing content with the highest reputation on 10/21/2021 in all areas

  1. Paul

    client payment reconcilation

    There is a 3rd party Quickbooks Online integration that we covered in this blog post https://www.blesta.com/2021/08/10/quickbooks-online-blesta-integration/ and they have expressed the idea of maybe creating a Xero integration. I would recommend reaching out to them and letting them know you'd like to see support for Xero. Normally Blesta handles bank payments of the type ACH through an integrated gateway. For other types of payment, particularly those that occur outside of Blesta like checks, cash, or a direct wire, they need be recorded in Blesta. The most common way of handling this is for staff to use the "Record Payment" option within Blesta. It appears under Actions on a client's profile page. The common flow is to search for the client or invoice that is paid, and use the record payment option to record it, and continue through all. Of course, that doesn't happen automatically or in bulk. We could potentially look at a bulk import option, especially if you would consider sponsoring it. It's not a request we get very often, more often than not Blesta handles the payment directly and there is nothing to record manually.
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