SamP Posted November 12, 2018 Report Share Posted November 12, 2018 I am intending to use Blesta for renting storage units and am mainly interested in the billing engine. No provisioning will be required. I would be very grateful if the community can assist me in answering these questions. Packages/Add-ons Can you make specific Add-ons mandatory for some services? Can you limit the quantity of a specific add-on for a service? Can you limit the quantity of a service per client? Can we customize package upgrade/downgrade logic as below? Client starts on 'Package A' for 1 Year Term ($150) on 01/01/2018 Then upgrades to 'Package B' for 3 Year Term ($360) after 6 months The client is immediately switched to new package and invoiced immediately for $250 [$360-($150x6/12] . Package B renewal date is immediately updated to 01/01/2021 (Package A Start date plus 01/01/2018 + 3 years) Can order forms be used by Admins (or are they just for Clients?) Can we default Service status (e.g. to Active) when ordering Services? Billing Does recurring billing for services every 5 years work? (i.e. customer pay upfront for a 5 year service, is then reinvoiced every 5 years)? Client Area/Invoicing/payments We intend for admin/staff to access Blesta and not clients Can we close of access to the client area for clients and/or just allow access for paying invoices (via links in invoice email)? Support Can staff open tickets? Can tickets be kept internal i.e. not shared with Client? Marketing Can you mass email groups of clients? Quote Link to comment Share on other sites More sharing options...
0 Paul Posted November 12, 2018 Report Share Posted November 12, 2018 5 hours ago, SamP said: I am intending to use Blesta for renting storage units and am mainly interested in the billing engine. No provisioning will be required. I would be very grateful if the community can assist me in answering these questions. Packages/Add-ons Can you make specific Add-ons mandatory for some services? Can you limit the quantity of a specific add-on for a service? Can you limit the quantity of a service per client? Can we customize package upgrade/downgrade logic as below? Client starts on 'Package A' for 1 Year Term ($150) on 01/01/2018 Then upgrades to 'Package B' for 3 Year Term ($360) after 6 months The client is immediately switched to new package and invoiced immediately for $250 [$360-($150x6/12] . Package B renewal date is immediately updated to 01/01/2021 (Package A Start date plus 01/01/2018 + 3 years) Can order forms be used by Admins (or are they just for Clients?) Can we default Service status (e.g. to Active) when ordering Services? Billing Does recurring billing for services every 5 years work? (i.e. customer pay upfront for a 5 year service, is then reinvoiced every 5 years)? Client Area/Invoicing/payments We intend for admin/staff to access Blesta and not clients Can we close of access to the client area for clients and/or just allow access for paying invoices (via links in invoice email)? Support Can staff open tickets? Can tickets be kept internal i.e. not shared with Client? Marketing Can you mass email groups of clients? Packages Addons cannot be made mandatory, but config options can have a minimum value. Consider using config options instead Quantities can be limited on addons if using the universal module and using a qty field for which you define the options. You can also have a config option of the type quantity with a min, max, and step value. The config option may be the way to go depending on how you sell/price things. Quantity of a service cannot be limited per client, only per-stock. However, it's likely we will be adding a per-client limit in the future and have an open task to do so When clients upgrade, they are charged a prorata amount for the upgrade to the end of the current term, in which case it'll renew at the new price. As an admin, you can make adjustments to do whatever you want, if you want to diverge from that. Admins can use the order form by using the "log in as client" option and checking out, however you can add services as an admin to bypass the order system which has more flexibility I'm not sure what you mean about the service status. Services only become active when: 1. The order is approved. 2. The invoice is paid. 3. The cron runs to provision paid pending services. If you add a service as an admin, you can set the status to active without payment if you want, but the system does not activate services for which no payment has been made automatically. But you can activate them manually as an admin without payment if you wish Billing Yes, you can use 5 years as a term. Any value term period options are available. For example, 2 months, 6 weeks, 4 days, 13 years, are all possible options. Client Area/Invoicing/payments You can have clients pay with a link in their email. To prevent them from logging in, just set a username they would not be able to guess, so that they can't reset their password Support Yes staff can open tickets that are assigned to a client Tickets are generally assigned to a client, so if you want to keep them "internal" maybe a dummy client account to add them to would be ideal Marketing Yes, just use the Mass Mailer plugin https://docs.blesta.com/display/user/Mass+Mailer Michael 1 Quote Link to comment Share on other sites More sharing options...
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SamP
I am intending to use Blesta for renting storage units and am mainly interested in the billing engine. No provisioning will be required.
I would be very grateful if the community can assist me in answering these questions.
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