Paul

The error shows some unusual characters during import, while importing your gateway settings. Incorrect string value: '\xDF\xF4\x03\x94\x8FX...' for column `paceuwbk_bles114`.`gateway_meta`.`value` What payment gateways are you using? Did you follow the steps here https://docs.blesta.com/display/user/WHMCS+5.2+-+8.2 for updating your WHMCS database collation, and updating your collation in Blesta (Tools > Utilities) prior to the import? Having strange collations for your WHMCS tables can cause this. After that, check your WHMCS database where gateway settings are stored, like API credentials for any installed payment gateways. Look for unusual characters. The import is seeing: \xDF\xF4\x03\x94\x8FX

I was able to reproduce this though maybe not exactly as you have described. I do not see the invitation at all until the client registers, and after they register I can revoke the invitation. The primary issue is that we should be showing an error message if the client cannot be invited and not create the invitation. Task here https://dev.blesta.com/browse/CORE-5312 I am testing on 5.11.0-b2, so this may explain the difference between your experience and mine. We will plan to fix for 5.11.1

We've added a task for year selection of billing overview graphs here https://dev.blesta.com/browse/CORE-4161 however, if this is for taxes then you should run a Tax Liability report with a start and end date appropriate for the year. Billing > Reports.

5.11 includes an HTML template, and you can create your own. Obviously, if you want your HTML email template to work well in as many email clients as possible, it must be designed for compatibility. We're not experts in designing highly compatible email templates, and would suggest using one created by an expert.

It has nothing to do with invoices. Check the client's currency. Also check that the same currency is enabled for the gateway. Settings > Payment Gateways: Manage for the gateway. If the currency is not enabled then it will not work for the currency.

Thanks, this has been confirmed and the following task created: https://dev.blesta.com/browse/CORE-5299

On the client's profile page, you click the [+] button to add the domain, enter it in the search box and click the "Transfer" button. Then, on the next step, uncheck the option to use the module and enter a fake EPP/Transfer Key. The domain should be added to Blesta.

Quotes can be created under the client's profile. If there is no client profile, create one and then click the [+] button in the widget on their profile.

Did you already try to import them under the Import Packages config tab? If Migrate Services is checked, the domains will be moved and then you can delete the original packages. If Overwrite TLD Packages is selected then the TLDs pricing will be updated in the domain manager.

HTML invoice templates have been added in version 5.11, which is currently in Beta. If you have the beta installed, it's under Settings > Emails > HTML Templates. A default one is included and you can make your own and assign them to the email templates. Also see docs here https://docs.blesta.com/display/user/Customizing+Emails#CustomizingEmails-HTMLEmails the templates should be inlined, there are various tools to do this part before creating it in Blesta.

Plugins that generate invoices are independent from the core and would not be combined. Your plugin could be triggered by an invoice creation event, and then edit the invoice Blesta generated to add more items to the invoice. Your plugin could also create a pending invoice (which has a future bill date) and add to it, when the bill date rolls around the invoice will be sent to the client and no longer be pending. That wouldn't combine core billing though. We are also planning a Billable Items Queue, details at https://dev.blesta.com/browse/CORE-4981 which would allow you to add items to this queue to be invoiced together, and this would combine items in the queue with items Blesta bills.

Settings > Billing/Payment > Invoice and Charge Options. ALSO check your client group, as it may override.

A better way would probably be an automatic term changing feature, which is something we are considering. If we add that, then you could configure 7 day terms to automatically switch to renew monthly as soon as they are created.

The term is not changed automatically. If you offer a free trial for 7 days, then you should set a price for renewal. Then, if you allow clients to change term, they can switch to monthly. If they don't switch they'll be billed for 7 days at a time. Or, you can keep an eye on all these trials and change the term to 1 month yourself, then they'll renew for 1 month instead of 7 days.

You can modify the PDF template itself to remove or add elements. Some coding experience may be required. The templates are located under /components/invoice_templates/, and the perforated invoice is under /components/invoice_templates/perforated_invoice/. Inside is a file called perforated_invoice_pdf.php which is the one you'd want to edit. You can see x_pos, y_pos and other values that determine alignment. Invoice templates are carefully crafted to work correctly when there are multiple pages, so you'll want to test any changes you make. If you want to hire us to create a custom PDF invoice template, we are available to do that with a mockup that we can provide a quote from.