Best Way To Invoice A Client For A Cash Deposit?

[Sam]

I know that Blesta has a support for 'credit'. What is the best way to create an invoice that gives a client a certain amount of credit? I.e., not applied toward a particular package/service.

 

Thanks,

Sam

[Michael]

Ask them to click Make a payment, put the amount in and click pay Eg: http://screencast.com/t/mqx3oNbXxUj and click the button.

[Sam]

What if I've got the check and I simply want to add the credits and gen up an invoice?

[Michael]

What if I've got the check and I simply want to add the credits and gen up an invoice?

 

Check? Cheque? you can just generate an invoice and then record a payment.

[Sam]

Alright, and if I do it that way, it will result in the same amount of credit showing up in for that client? Eg i want to take a deposit for 2k. Give 2k credit. Then charge 4k for services, less the deposit, so that when the customer pays the final invoice, he only pays the adjusted cost.

[Blesta Addons]

yes . it work like that .

[Michael]

Yes if the invoice is for 4k and they have 2k credit it will be applied to the invoice and they pay the rest.

[Sam]

So just to be absolutely sure - creating an invoice and marking it as paid automatically adds credit to a customer's account? Or must I manually add the credit after the invoice is paid?

[Michael]

On the client's profile page, on the left there's Account Actions, under there is a option called Record Payment you need to use that.

[flangefrog]

On the client's profile page, on the left there's Account Actions, under there is a option called Record Payment you need to use that.

 

Licensecart is correct, but note that it doesn't create an invoice, just adds credit to the clients account. I don't think you should ever create an invoice without providing services, you can create a receipt though.

 

If you just created an invoice, the payment would go towards the invoice so wouldn't be added as credit on the account.

[Blesta Addons]

So just to be absolutely sure - creating an invoice and marking it as paid automatically adds credit to a customer's account? Or must I manually add the credit after the invoice is paid?

 

add them without invoice ... also you have the system under your hand , make a test for every case you don't lose anything ... take our time with testing before go in production .

[Sam]

Licensecart is correct, but note that it doesn't create an invoice, just adds credit to the clients account. I don't think you should ever create an invoice without providing services, you can create a receipt though.

If you just created an invoice, the payment would go towards the invoice so wouldn't be added as credit on the account.

My friend, when someone sends you several thousand dollars to function as a deposit, they usually want a receipt

[flangefrog]

My friend, when someone sends you several thousand dollars to function as a deposit, they usually want a receipt

 

Yes of course, a receipt is different than an invoice is the point I was making.

[Blesta Addons]

We call this credit note . there are several thread about it . not yet implemented . and is under discussion , as it need support negative value .