Blesta Client Management and Automated Billing System 3.21 Retail » Developer.Team

Blesta Client Management and Automated Billing System 3.21 Retail

Blesta Client Management and Automated Billing System 3.21 Retail
Blesta Client Management and Automated Billing System 3.21 Retail | 12 Mb


Blesta creates gorgeous, professional looking PDF invoices, and sends them to your clients automatically. Invoices can be sent via email, fax, postal mail, or queued up for print and delivery by your staff. Two different invoice templates are currently available, and they can be customized with your own logo, background image and more. Invoices are generated automatically for any recurring services or recurring invoices that are set up, and one-off invoices can be created as well. Invoices support quantities, both decimal and fractional, so you can easily bill for time spent. A multi-tier tax system calculates the appropriate tax for the region automatically. Exclusive, and inclusive tax types, cascading tax, and more.

Automation
Blesta has automation down so that you can focus on what matters most; growing your business. Through automation and a simple intuitive interface, you're able to spend less time using Blesta and more time getting stuff done. Blesta automates the creation of invoices, sends out payment reminders and late notices, processes payments, suspends past due services, and even remotely backs up its own database to protect against hardware failure. You can even schedule what time you want automated tasks to run. Create and send invoices to customers at the most responsive time of day!

Payment Gateways
Blesta supports all the most popular payment gateways, and we're continually adding more.That's a partial list to the right. We break gateways into two categories, Merchant, and Non-Merchant. Merchant gateways allow the processing of credit card or ACH payments directly from Blesta while Non-Merchant gateways take the client away from Blesta to complete payment. Authorize.NET would be considered a merchant gateway, while PayPal would be considered a non-merchant gateway. Some merchant gateways support the storage of sensitive card and bank details offsite. Those that don't store these details offsite store them encrypted securely with RSA.

Payment Reminders
Blesta can send payment reminders prior to an invoice due date, and late reminders after an invoice becomes late. The email message, the number of days before or after the invoice is due, and the time of day the message is sent is all configurable. Messages include a special link for the client to make payment, which does not require a login. Loginless payments increase the bottom line and provide for a good customer experience by making it easy to make payment.

Multi-Currency
Accept money in any currency you like. Gateways, once installed, allow you to specify which currencies to accept from the ones it supports. Pricing can be specified on the package level in various currencies, but if it isn't, you can rely on todays exchange rate to convert the price automatically and process the payment in the currency selected. Multi-Currency is there if you need it and you can process different currencies through different gateways.

Client Management
In Blesta, client management happens on each client's "Client Profile" page. This page contains all information pertaining to the client, and all actions that can be performed on their account. Information is neatly displayed for Staff, and can be customized to their individual roles and preference. Widget boxes can be moved, minimized, and customized by each staff member on a per-company basis.

Account Actions
Every action that can be performed for a client can be performed from their client profile page. There are various actions that can be performed throughout the client profile page, but the majority of actions can be found under Account Actions within the left pane. Basic actions can be performed, including creating new invoices, making payment, adding services, even logging in as the client, and more. When working with a client, you never leave their profile page which means you never lose track of who you're dealing with and have all the information you need, front and center.

Home:
http://www.blesta.com/


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