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  1. Max

    Invoice Categories

    flangefrog and 3 others reacted to Max for a topic

    Problem is that the moment you write out an invoice, you are indicating that you performed a service to the customer. This also has the consequence that you owe the government tax over the amount on the invoice. It is generally better to postpone tax liability, until the moment you actually do provide the service. What if the customer makes a prepayment for $ 1000 today (2014), you write an invoice for $ 1000, but the customer does not spent the balance straight away, but waits until 2015 to order a long list of domains? Let's disregard sales tax for simplicity, and only look at income/corporation tax. $ 1000 turnover - $ 0 costs = $ 1000 profit in 2014 to pay income tax over. But you'll end up with a lot less than $ 1000 after you paid for the domains the customer will order in 2015... Rather pay nothing in 2014 yet, and the amount actually earned in 2015.
    4 points
  2. Paul
    Blesta doesn't prevent you from doing anything. You can edit the database directly, or write a plugin that adds that functionality, or edit the core, it's open. There's an infinite number of things Blesta *could* do that it doesn't, some good, some bad, some indifferent. We have to be careful about what we implement. This is one of those issues that we feel pretty strongly about, but if demand were high enough we would consider a change in course -- there just isn't the demand.
    2 points
  3. Paul
    I have created task CORE-1453 to address passwords in the Account Registration email. We personally do not include passwords in our account registration email. It's generally a bad idea to do this, and it should not be included by default. This will affect new installations only. The separate issue about rotating the email log is open to further discussion. Personally, we prefer to keep an entire history of email with the customer. I personally check email logs often, especially if there is a dispute. But, we understand that the log could become quite large, so an option to truncate the log which is not enabled by default may be a good option.
    2 points
  4. Michael
    So you want to make your blesta installation to look like your website? First go to: app/views/client/default/ Make sure you Take a backup of the default folder or do make a new folder called default_backup and copy the files first before editing. upload the folders you need from your website like /css and /images and even /js if you have custom JS. Now go and edit: structure.pdt Here you can see everything which displays the Top / Content / footer. So remove everything except this: <section id="outer_layout"<?php echo ($this->Html->ifSet($outer_class) ? " class=\"" . $this->Html->_($outer_class, true) . "\"" : "");?>> <section class="layout"> <div class="page"> <?php echo $content;?> </div> </section> As that is the middle content Which we want to keep the same of course. Now copy the header from your website. <!DOCTYPE html> <html> <head> <meta http-equiv="Content-Type" content="text/html; charset=utf-8" /> <title>My site Name</title> <meta name="author" content="Blesta" /> <meta name="rating" content="Safe For Kids" /> <link href="http://yoursite.com/css/bootstrap.css" rel="stylesheet"> <link href="http://yoursite.com/css/cubicwebs.css?v=2" rel="stylesheet"> </head> <body> <section id="outer_layout"<?php echo ($this->Html->ifSet($outer_class) ? " class=\"" . $this->Html->_($outer_class, true) . "\"" : "");?>> <section class="layout"> <div class="page"> <?php echo $content;?> </div> </section> Now replace the http://yoursite.com/ of your CSS / JS to: [Remember to leave the external links like google the same] <?php echo $this->view_dir;?> And replace the Title of your design to: <?php echo (($page_title = (isset($page_title) ? $page_title : $this->_($page_title_lang, true, $get_params))) ? $this->Html->_($page_title, true) . " | " : "") . $this->Html->_($system_company->name, true);?> Like: <!DOCTYPE html> <html> <head> <meta http-equiv="Content-Type" content="text/html; charset=utf-8" /> <title><?php echo (($page_title = (isset($page_title) ? $page_title : $this->_($page_title_lang, true, $get_params))) ? $this->Html->_($page_title, true) . " | " : "") . $this->Html->_($system_company->name, true);?></title> <meta name="author" content="Blesta" /> <meta name="rating" content="Safe For Kids" /> <link href="<?php echo $this->view_dir;?>css/bootstrap.css" rel="stylesheet"> <link href="<?php echo $this->view_dir;?>css/cubicwebs.css?v=2" rel="stylesheet"> </head> <body> <section id="outer_layout"<?php echo ($this->Html->ifSet($outer_class) ? " class=\"" . $this->Html->_($outer_class, true) . "\"" : "");?>> <section class="layout"> <div class="page"> <?php echo $content;?> </div> </section> Now that will make the header the same. However we now need to add the final Blesta Header code, just above the </head><body> put the following code: <!--[if IE 9]><link href="<?php echo $this->view_dir;?>css/ie9_css3.css" rel="stylesheet" type="text/css" /><![endif]--> <link href="<?php echo $this->view_dir;?>css/jquery.qtip.css" rel="stylesheet" type="text/css" /> <?php // Theme CSS if (isset($theme_css)) { ?> <link href="<?php $this->Html->_($theme_css);?>" rel="stylesheet" type="text/css" media="screen" /> <?php } ?> <?php echo $this->Javascript->getFiles("head");?> <?php echo $this->Html->ifSet($custom_head); ?> <link href="<?php echo $this->view_dir;?>css/jquery.qtip.css" rel="stylesheet" type="text/css" /> <?php // Theme CSS if (isset($theme_css)) { ?> <link href="<?php $this->Html->_($theme_css);?>" rel="stylesheet" type="text/css" media="screen" /> <?php } ?> <?php echo $this->Javascript->getFiles("head");?> <?php echo $this->Html->ifSet($custom_head); ?> Now it's time for the Footer. Paste your footer under the </section> like: <section id="outer_layout"<?php echo ($this->Html->ifSet($outer_class) ? " class=\"" . $this->Html->_($outer_class, true) . "\"" : "");?>> <section class="layout"> <div class="page"> <?php echo $content;?> </div> </section> <div class="footer"> <div class="wrap"> <div class="foot_left"> <b>Our Products</b><br /> </div> <div class="foot_middle"> <b>Blesta</b><br /> </div> <div class="foot_middle"> <b>Legal</b><br /> </div> <div class="foot_right"> <a href="https://cubicwebs.com/" class="footlogo"></a><br /> © Blesta 2013. All Rights Reserved.<br /> </div> </div> </div> Now to add the final Blesta code to the footer, Under your last DIV put the following: <?php echo $this->Javascript->getFiles("body");?> <?php echo $this->Javascript->getInline();?> </section> </body> </html> Like: <!DOCTYPE html> <html> <head> <meta http-equiv="Content-Type" content="text/html; charset=utf-8" /> <title><?php echo (($page_title = (isset($page_title) ? $page_title : $this->_($page_title_lang, true, $get_params))) ? $this->Html->_($page_title, true) . " | " : "") . $this->Html->_($system_company->name, true);?></title> <meta name="author" content="Blesta" /> <meta name="rating" content="Safe For Kids" /> <link href="<?php echo $this->view_dir;?>css/bootstrap.css" rel="stylesheet"> <link href="<?php echo $this->view_dir;?>css/blesta.css?v=2" rel="stylesheet"> link href="<?php echo $this->view_dir;?>css/jquery.qtip.css" rel="stylesheet" type="text/css" /> <?php // Theme CSS if (isset($theme_css)) { ?> <link href="<?php $this->Html->_($theme_css);?>" rel="stylesheet" type="text/css" media="screen" /> <?php } ?> <?php echo $this->Javascript->getFiles("head");?> <?php echo $this->Html->ifSet($custom_head); ?> </head> <body> <section id="outer_layout"<?php echo ($this->Html->ifSet($outer_class) ? " class=\"" . $this->Html->_($outer_class, true) . "\"" : "");?>> <section class="layout"> <div class="page"> <?php echo $content;?> </div> </section> <div class="footer"> <div class="wrap"> <div class="foot_left"> <b>Our Products</b><br /> </div> <div class="foot_middle"> <b>Blesta</b><br /> </div> <div class="foot_middle"> <b>Legal</b><br /> <a href="https://cubicwebs.com/terms-of-service2">Terms & Conditions</a><br /> </div> <div class="foot_right"> <a href="https://cubicwebs.com/" class="footlogo"></a><br /> © Blesta 2013. All Rights Reserved.<br /> </div> </div> </div> <?php echo $this->Javascript->getFiles("body");?> <?php echo $this->Javascript->getInline();?> </section> </body> </html> Now you've got the Main core bit's done. Time to replace the extra bits, to make it easier I've made them sections and you can use what you need. Show Login when not logged in, but show Log out when logged in: <?php if ($this->Html->ifSet($logged_in)) { ?> <a href="<?php echo $this->Html->safe($this->client_uri . "logout/");?>">Logout</a> <?php } else { ?> <a href="<?php echo $this->Html->safe($this->client_uri . "login/");?>">Login</a> <?php } ?> Show different navigation depending whether user is logged in or not: <?php if ($this->Html->ifSet($logged_in)) { ?> <a href="http://billing.yourdomain.com/customers/accounts/">Payment Accounts</a> <a href="http://billing.yourdomain.com/customers/contacts/">Contacts</a> <a href="http://billing.yourdomain.com/customers/plugin/download_manager/client_main/">Downloads</a> <a href="http://billing.yourdomain.com/customers/plugin/support_manager/client_main/">Support</a> <a href="https://billing.yourdomain.com/plugin/order/main/signup/register">Sign up</a> <?php }else{ ?> <a href="https://yourdomain.com/shared-hosting">WebHosting</a> <a href="https://yourdomain.com/resellers">Resellers</a> <a href="https://yourdomain.com/managed-vps">VPS</a> <a href="https://yourdomain.com/shoutcasts">Streaming</a> <a href="https://yourdomain.com/domains">Domains</a> <a href="https://yourdomain.com/about-us">Company</a> <a href="https://billing.yourdomain.com/plugin/order/main/signup/register">Sign up</a> <?php } ?> If you have Multi-company licenses and you want the urls to change per company you will need to use this style URLs: Show the page title: <?php if ($this->Html->ifSet($title)) { $this->Html->_($title); } else { $this->_("AppController.client_structure.default_title"); } ?> Showing Theme Logo: <a href="<?php echo $this->Html->safe($this->base_uri);?>"> <?php if (!empty($theme_logo)) { ?> <img src="<?php $this->Html->_($theme_logo);?>" alt="Logo" /> <?php } else { ?> <img src="<?php echo $this->view_dir;?>images/logo.png" alt="Blesta" /> <?php } ?> </a> Showing your own logo with link to the index: <a href="<?php echo $this->Html->safe($this->base_uri);?>"><img src="urltologo.png"></a> or <a href="<?php echo $this->Html->safe($this->base_uri);?>"><div class="logo"></div></a> or <a href="<?php echo $this->Html->safe($this->base_uri);?>" class="logo"></a> Return to Admin panel message: <?php if ($this->Html->ifSet($staff_as_client)) { ?> <div class="global_note"><?php $this->_("AppController.client_structure.staff_as_client_note", false, $this->Html->ifSet($this->admin_uri) . "clients/logoutasclient/");?></div> <?php } ?> The buttons which say Login / Return to portal etc: <?php if ($this->Html->ifSet($logged_in)) { ?> <span class="button"><a href="<?php echo $this->Html->safe($this->client_uri . "logout/");?>"><?php $this->_("AppController.client_structure.text_logout");?></a></span> <?php } else { ?> <span class="button"><a href="<?php echo $this->Html->safe($this->client_uri . "login/");?>"><?php $this->_("AppController.client_structure.text_login");?></a></span> <?php } ?> <span class="button"><a href="<?php echo $this->Html->safe(WEBDIR);?>"><?php $this->_("AppController.client_structure.text_return_to_portal");?></a></span> Navigation with Link / Link / Link / Link and the bar under the header on default: <section class="outer_nav"> <section class="layout"> <div class="inner_layout"> <nav id="nav"> <ul> <?php $i = 0; $nav_total = count($nav); foreach ($this->Html->ifSet($nav, array()) as $link => $value) { $attributes = array(); $link_attributes = array(); if ($value['active']) $link_attributes['class'][] = "active"; if ($i == 0) $attributes['class'][] = "first"; elseif ($i == $nav_total-1) $attributes['class'][] = "last"; ?> <li<?php echo $this->Html->buildAttributes($attributes);?>> <a href="<?php $this->Html->_($link);?>"<?php echo $this->Html->buildAttributes($link_attributes);?>><?php $this->Html->_($value['name']);?></a> </li> <?php $i++; } unset($i); ?> </ul> </nav> </div> </section> </section> Hope this is a easier tut to follow, I've tried to make it as simple as I can. Good luck customizing your Blesta.
    1 point
  5. a.daniello
    Hi, this is a little improvement for order form: i would like to add in order form an optional field "return url"; if you populate it, after order confirmed the button "Place another order" becomes "Go back" (or similiar) and go to "return url". I think that this add is useful specially when use order form for "order" by an external service (e.g. i have a service at www.mysite.com, i link to my order form so my customers can order my services and, at the end, after payment, can return to www.mysite.com). I hope you can understand me for my poor english. Thanks, Achille P.S.: i think that this update isn't very expensive
    1 point
  6. Paul
    We are planning to support drop-in HTML invoice designs that get converted to PDF. These are simpler to make than the 2 PDF invoices we ship with Blesta as those are not simple HTML. Is that what you mean, or do you want to completely replace TCPDF with another engine?
    1 point
  7. Paul
    Blesta doesn't allow you to create credits out of thin air. Record Payment > In House Credit is a good way to issue a credit though.
    1 point
  8. Paul
    CORE-1277 exists for Credit Notes. I don't have an ETA on this one yet, but it is planned. CORE-1148 will display payments / credits on invoices, if enabled, and if a payment has been applied toward the invoice whether partial or in full. Tyson was working on this so it is likely to be in 3.4. Also -- while only dates are shown on invoices, Blesta stores all dates/times in the database. So, it would be possible to display times on the invoice with some code modifications.
    1 point
  9. Paul
    No need to re-install, just contact the reseller and ask them to "re-issue" the license. It's a box they check in our system that allows the license to be installed/activated in a new location. PM me your license key if you want me to look it up, I *might* be able to do it for you.
    1 point
  10. Paul

    Whmcs Migration

    PauloV reacted to Paul for a question

    Ah, glad I was able to help! Good luck with your live import! We spent a ton of time on the importer and there's more we can do. We want it to be as smooth as possible, but it's really tough trying to convert lemon juice into orange juice. (or is it apples and oranges?)
    1 point
  11. Paul
    It's our job to make an effort to do things right. If you are running a lot of tests, they should probably be done in a dev environment, not your live environment. If this is part of your set up process, it doesn't need to be a feature.
    1 point
  12. Daniel B
    The purpose of this is for accounting purposes in most instances. Even if it's voided, you still don't want to delete it as it could raise questions down the road if you are ever audited/etc. Having a valid record of every transaction should be preferable in every situation.
    1 point
  13. Paul

    Invoice Categories

    Michael reacted to Paul for a topic

    You could use the private notes field for internal tracking of things.
    1 point
  14. Michael
    Nope just a re-issue (or if you can't contact them to do it for you) and then just log in. It will then call home and save the new locations and you can then log in as normal.
    1 point
  15. tenaki
    Done I have emailed their support with a link to this topic
    1 point
  16. Daniel B
    you can reissue your license from the Blesta account page (at blesta.com) or from your reseller if you purchased it via a reseller.
    1 point
  17. Paul
    Anyone else having trouble with this also? I would suggest reaching out to Softaculous if you're having trouble, the more people they hear from the more likely they are to fix it quickly.
    1 point
  18. Sam
    Hmm. That's quite quirky and annoying. I should have that ability as an administrator. Thanks
    1 point
  19. Blesta Addons
    i have added new controllers/actions to my toolbox plugin , specially the orer plugin , now i can hide any field on registration or order form , we can add custom html to the body tag so we can return a back or any other button you want . but reallt what i'm testing is validating field with jquery form and i have what i need . soon i will release it .
    1 point
  20. Blesta Addons
    in wich function you add the code ? tooltip is declared type http://source-docs.blesta.com/class-ModuleFields.html what i do for tooltip in my modules, i add them inside the view pdt file like <li> <?php $this->Form->label($this->_("Mymodule.row_meta.panel_link", true), "panel_link"); $this->Form->fieldText("panel_link", $this->Html->ifSet($vars->panel_link), array('id' => "panel_link")); ?> <span class="tooltip"><?php $this->_("AppController.tooltip.text");?><div><?php $this->_("Mymodule.!tooltip.panel_link");?></div></span> </li> if i want to add it directly to the module file i do : // Create field $field_id = $fields->label(Language::_("Mymodule.field_id", true), "field_id"); $field_id->attach($fields->fieldText("field_id", $this->Html->ifSet($vars->field_id), array('id'=>"field_id"))); // Add tooltip $tooltip = $fields->tooltip(Language::_("Mymodule.field_id.tooltip", true)); $field_id->attach($tooltip); // Set the label as a field $fields->setField($field_id);
    1 point
  21. Daniel B
    Yup, which is show in #1, however, when the connection drops it is not fully completing the process (as shown in #2 and #3). Sadly nothing shows in the Softaculous error log so it's a bit hard to track down "why" the connection is dropping, don't see anything in apache or server logs either.
    1 point
  22. Darin
    I like the idea of an one-click option to create a new credit note (aka credit invoice) for the same amount as the original invoice, which essentially reverses the original invoice for accounting purposes. However, I don't believe this should be the default behavior for voiding/canceling an invoice, as I'm in a jurisdiction that will allow me to simply mark the invoice as void or canceled, unless the customer has already made a payment on it. This is okay, as long as it only shows the payment type(s) on paid invoices. I don't want unpaid invoices to show the default payment type, because customers may choose another type at time of payment.
    1 point
  23. Blesta Addons
    Good features to add , i have added to my todo list - allow client to ignore announcement message . - option to hide announcement in widget after X days from date creation .
    1 point
  24. Blesta Addons
    check this link http://demo.blesta.com/404 click in logo .
    1 point
  25. Paul
    I wonder if it makes sense to implement a simple quote system to start with. It would be similar to draft except: Clients can receive the quote via email, paper, etc just like invoices The quote email would contain a link to Blesta where they can accept to the quote Accepting the quote will turn around an invoice. Depending on the work involved, some other terms could be accepted. For example, half to start, final half due upon completion. etc. Really it needs to be fleshed out more, but I think if we stick to the basics in an initial release, it will work for most people and not take a ton of dev time to implement.
    1 point
  26. Michael
    Nope I'll just expand the server space. I'm not a host and if you have more customers you'll be able to afford a little bit more to expand the diskspace.
    1 point
  27. Paul
    That's what it looks like, KB is in dev now.
    1 point
  28. lakridserne
    I'm interested too. Guess I'll just go ahead and develop it myself... And if you are interested, mdjanic, or anyone else, I suppose I could share the module.
    1 point
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