jjsararas

I'm working in CAD, but the billing overview screen defaults to USD even if I change it to CAD. Is it possible to change this default setting to CAD?

Thanks guys

I've gone through the list: http://www.blesta.com/forums/index.php?/topic/2782-auto-debit/#entry19843 and all the other posts on Auto Debit. I'm trying to set up auto debit a credit card. Added all info into Create Payment Account for client. I hit the radio button and pressed Use for Auto Debit. Auto Debit appears to be enabled: http://screencast.com/t/AHBQ7AlX Added first service to client and chose Create Invoice. Added second service and chose Append to invoice. Everything is set to Same Day, so date billed and date due are both today: http://screencast.com/t/NMzam5nl The status on the invoice is Sent, but auto debit didn't happen and the invoice is still sitting there. I went into settings and realized the Auto Debit was set to run at 1pm at that time it was 3:46 so I changed it to 3:55 http://screencast.com/t/l9MesUChvm but it didn't run at 3:55. FYI I have had an invoice paid successfully via credit card, but it was by the client, manually, via the Pay Now link in the email, not by Auto Debit. And I checked Stripe and the customer was created successfully, just not charged, and there are no failed payments in the log. Do I have to do the payment manually now, and then wait for the renewal date before it will Auto Debit?

Thanks Tyson that makes sense. It's creating those monthly invoices as expected now.

It's just sending one per day now. I think it might have something to do with due dates and/or renew date.. Still trying to figure it out.

Ok, and since I disabled email triggers in both locations, it just wasn't producing the error. I`ll fix the email tags. The service is producing and sending invoices now, but now I`m getting 4 invoices per day instead of one!: http://screencast.com/t/ob30QJ3u8z

I got it working. I think the problem is, I didn't uncheck the 'send confirmation email', and I had that email disabled in the email template configuration, and so that throws an error and gums up the invoice process. Devs might want to tidy that up for newbs like me.

Ah it's throwing an error when I create the Service: http://screencast.com/t/FOq5U8eHPcX

I cancelled the Service, then recreated it. Still no invoice!

Ok thanks Tyson, here's what I did: I created a Product in Module - 'Maintained Hosting Product - Tier 1' I used that for the Package - 'Maintained Hosting - Tier 1' and changed the period to Day - assuming it would then send every (1) (Day). Just did this so I wouldn't have to wait a month to test it. I went to the Client, created a Service, choosing that package. But no invoices were created or sent. Here's a vid of my settings. http://screencast.com/t/beHFoM7tNmy9 Is it because the renew date is April 12? Do I need to change that to today/tomorrow?

Thanks Tyson, that makes sense.. Now I have to wrap my head around creating and setting up the packages from within the Universal Module as per Mike's instruction above. I had previously just set them up under Packages.

I already have a Package, which I created a Service for, and then when adding that Service to a client I chose 'append to invoice' (as you suggested above). I have the package set as Active, with Term 1, Period Monthly. Are you saying that since it's set as Active, that's it is already set to automatically create an invoice each month? Ie me setting a recurring invoice on an active monthly package is redundant?

Ok, none of it is customer-facing so do you mean create an order form and fill it out myself? Then at that time I select manual provision? I'm not clear how to separate the single occurrence item from the monthly recurring item.

I have backups configured and successfully uploading to S3. I'm wondering if it's possible to limit the # of backups to X number of days so they don't keep piling up. Also wondering about the restore process, and other default settings. I wasn't able to find anything in the documentation.

AH ok, I now understand Mike's first response too: generate a recurring invoice first, and then add services to it. Is there a method to invoice for a one-off fee (a project completion cost), and include a recurring fee (monthly maintenance) on that invoice, and have it that next month they will get an invoice with only the recurring monthly fee? Or would I need to create one invoice for the one-off, and a recurring invoice for the monthly fee?

Thanks, I can imagine this is probably second nature to you. Unfortunately your response doesn't help me. I was hoping someone could take a look at what I wrote and let me know if I'm understanding things correctly. Thanks in advance!

Hi Paul, I may take you up on the phone call yet, but I'm going to try and keep working through it. Can you tell me if I'm understanding Services, Invoices and Packages? What's confusing me is the Description field on Create Invoice appears to just be a text field. There is no 'add service/package to invoice' which would connect the line item on the invoice, to an actual service (so that if a Package Name were to change, it wouldn't reflect on invoices. I'm assuming it would update in the Service widget, but it's looking like it would *not* update on the invoice line item, and that would have to be done manually correct?) So The client never sees the actual Service details (unless they log into their account of course), but only the Invoice line item Description. Correct? Please tell me if I have this straight: A service is added to an account, and runs as long as the service is active, regardless of what's happening on the invoice(s). The service may be connected to a module, and performing actions based on that module's setup, but may also be non-module. SO, my question: if a service is not performing any module actions, then - on the invoice line item - it's completely arbitrary whether I choose the name of the service, or put in other text, correct? I could have a service called 'monthly license' active/indefinetly, which includes a Package, and the line item on the invoice could read 'bread delivery', correct?

Ah ok thanks Mike. Any idea how to delete services? Can I do it in the database?

Now it looks like it's was creating them, so I have 3. And I can't delete them or even make them inactive. I'm stuck with 3 identical services for this client. Please help! http://screencast.com/t/s3py8EXKu91

When I click Add Service, I get this: http://screencast.com/t/fIhgXpkTGsPH Repeatable.

Looks like I'm very late to this thread, but having a similar question. I have a package for $35, and want to discount it to $1. So I created a coupon for $34. But the tax on the invoice (5%) is applying to the original package price. I did read this entire thread, but still unsure how to accomplish my task.

Thanks a LOT for this guys. Wow, great community here!

Hi folks, very new to this and banging my head against the wall. It started with attempting to create packages. The documentation (which I promise I've scoured) reads "By default Module Options does not appear, but may appear when a module is selected within the Basic section", except the Module option DOES appear, and is required, and so forces me to install a module. I installed the Blesta Universal Module, which led me down another path of having to create stuff FOR the module in order to create it, and by now I'm into package groups, optional add ons, services, and I'm totally lost. I'm trying to back my way out of my mess, but I can't delete the package because apparently a service is using it. And I can't uninstall the module because the package that I can't delete is requring IT. And I just want to start over and do it properly. What I'm attempting to do is create recurring invoices for monthly service products. (I may automate through a cPanel module at some point, but for now I just need packages, and to drop them into invoices). I'd like to create the products in the system (as opposed to new line items each time for each customer as per the recurring invoice tutorial.) I thought I could just create packages but I am having trouble wrapping my head around all the terms, as evidenced above. Can anyone walk me through the various elements/data types, their use, and how to best accomplish my goal? I'm really impressed with the community, and the software, I just gotta figure out how to use it! Many thanks