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jjsararas

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Everything posted by jjsararas

  1. When I run an Invoice Report from Billing->Reports, I'd love to be able to include the packages associated with each invoice, so I can see revenue from each package independantly. Is there a way to do this? Thanks!
  2. I'm using Zoho Books for accounting/bookkeeping, and I need to export all my Blesta data for import into Zoho Books. Any advice on how to accomplish this?
  3. Any idea when that might happen? Looks like http://dev.blesta.com/browse/CORE-1085 trailed off in Oct'15.
  4. Weird. it has run on schedule for over a year without the /local part. I'll just recreate it all.
  5. It's just /usr/bin/php but that's what it's always been, I haven't changed it and it used to run. Is it a new requirement?
  6. I tried that and it worked, but then it didn't run again automatically. I ran it again manually today, and it appears to work fine when I run it manually, but seems to have lost it's ability to run automatically. Should I try and re-create the cron job on the server maybe?
  7. When I logged in just now, I got a message saying something like "license successfully reactivated", and then had to enter my user/login a second time to get in to the dashboard.. On the home screen there are notifcations saying no cron has run in 24 hours and no invoices have been created by cron in past 24 hours.. My license is issued through WebHostingBuzz reseller. My guess is, when a license is up for renewal, the actual renewal is trigger by logging in, and I'm hoping that now that it's been successfully reactivated, the invoices (attached to services) that were not created will be created. Is that the case? OR do I have to go and manually create the ones that were missed? Thanks a lot.
  8. Ok thanks, I don't think I can use the tax liability report then. I appreciate the clarification tho.
  9. Thanks Tyson, just to clarify- when you refer to when 'transaction were created', does that mean when the invoice was created? So, if something was invoiced before the date range, but paid/closed/applied within the date range, then it wouldn't show up in tax liability for that period? Sorry I'm confused because I don't have any of the other scenarios you describe. It's all pretty straightforward. Plus, the discrepancy is an odd number- it doesn't reflect any multiple of my simple packages, with or without tax.
  10. When I run a Transaction Applied report for the quarter, and then a Transaction Received report, I get the same amounts (probably a coincidence as the dates are slightly different, I know), but so what I'm confused about is- the Tax Liability report for the same dates produces a different total amount (less 4.9%) than both the other reports' tax amounts. I can't find anything in doc about how tax liability is calculated, can someone elucidate? Many thanks
  11. nm i finally found it in the manual https://docs.blesta.com/display/user/Upgrading+Blesta cheers guys you're all awesome
  12. Tyson: That is *exactly* what I did! So can I ask a newbie question on how to upgrade? I went to Settings/System/Upgrade Options and it says 'Upgrade options are not available at this time.' My Blesta license is issued through WebHostingBuzz Reseller hosting. Do I need to contact their support to upgrade my instance?
  13. The change actually seemed to take despite the error - when I reloaded it was there, and I can hit Update Package now without error. Re: upgrade, I realize I'm still running 3.4.1! Thought the hosting company was updating. I'll go do that now. Thanks again!
  14. I had a monthly client now request to pay quarterly. I tried to add a quarterly price by adding this in the Service: http://screencast.com/t/rfcv2eLIkrj8 When I hit save I got this error: http://screencast.com/t/KH11xW2JuA Not sure what I have done wrong?
  15. I checked and it is ticked by default. Looks like the cron took care of the invoice as expected. Thanks a lot for your help Mike!
  16. Oh ok they paid via etransfer, so I just go in and Record a Payment on the ($35) invoice, for the overpaid amount ($420), and the rest will just apply as credit to future invoices?
  17. I sell a monthly service and invoices are sent monthly automatically. However I have a client that wanted to pay for 12 months up front. I want to keep the service running (even though there is no effective module doing anything), but I'd like to show a credit, and a 0 owing invoice sent each month. What would be the steps to accomplish this?
  18. I have a service running each month and sending automatically to a customer. I did some one-off work and would like to invoice them. Can I somehow add this charge to their monthly invoice?
  19. Thought I replied here.. yes your wording exactly nails it. I fleshed it a bit and added to feature requests. Thanks Paul!
  20. I've decided to enable 1st Payment Due Notice, and so I set it to 14 days. I'm wondering if enabling this will go and look at all the aging invoices (>14 days) and fire out some notices. I looked at the cron email that ran after I had made the change, and it didn't show that any emails had sent. I'll check again in the next 24 hour period (I understand some cron edits don't take effect until the following day). If I just need to be patient, feel free to ignore me. Otherwise, what do I need to do to 'release' these Payment Due Notices emails on aging unpaid invoices?
  21. I have clients with services running that I auto debit them for every month. But for one-off jobs, I want to invoice them for deposit but not automatically debit their credit card at that time. (They may also wish to pay by cheque, etc) I would like to add a method by which a specific invoice can be made exempt for auto debit. This option could be selected during invoice creation or edit and would prevent auto debit from running against it. At such time the quote is approved for payment, I could then go in and manually debit the payment account.
  22. I have clients with service running that I auto debit them for every month. But for one-off work, I want to invoice them for deposit and not automatically debit their credit card. I'm thinking I have to turn-off auto debit for that client, generate the one-off invoice, then turn auto debit back on. Is this best/only way to accomplish this?
  23. D'oh! Now THAT was a lazy question. Owe ya a beer. Thanks Paul.
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