How to update your localization settings in Blesta After installing Blesta, you should update your company localization settings. To do this, first click the Settings link in the upper right corner. Then with the Company tab selected, click General. This is where you setup your localization settings. You can set your default language here, and […]
How to install plugins in Blesta Blesta ships with several plugins that can be used to extend and customize the core functionality of Blesta. To see all the plugins available to you, click the Settings link in the upper right corner… … then with the Company tab selected, click Plugins. Blesta comes with several plugins […]
How to install modules in Blesta Blesta ships with several modules that can be used for the provisioning and management of services. To see all the modules available to you, click the Settings link in the upper right corner… … then with the Company tab selected, click Modules. Currently there are no modules installed. Click […]
How to setup the Blesta cron job for automated tasks Once installation is complete, a cron job must be created to automate tasks within Blesta. If you are setting up the cron job for the first time, you can click the Configure link in the System Status section of the home page. Otherwise, simply click […]
How to install Blesta via the web This demo assumes you have a Blesta license, and starts from their home page. Now let’s learn how to download and install Blesta, using the Web Installation method. Click the Download button to download the latest version of Blesta. Next, you’ll want to upload the contents of the […]
How to edit the email templates in Blesta There are dozens of emails that Blesta can send out automatically, each having it’s own purpose. These emails are organized into email templates, and each one is customizable so you can alter them to suit your business needs. To access them, click Settings in the upper right […]
How to setup payment accounts in Blesta Clients can have their payment methods saved in their account. These are called Payment Accounts. Payment Accounts can be saved when clients pay invoices, or you can manually enter a payment account for them. Let’s learn how to do that. Click Clients in the main menu. Then select […]
How to create invoices in Blesta Blesta creates invoices automatically for recurring services, but invoices and recurring invoices can also be created manually. To do this, first click Clients in the main menu. Then select the client you wish to add an invoice for. This is the end of the tutorial. You now know how […]
How to create a service in Blesta This is the end of the tutorial. You now know how to add services to clients in Blesta. That’s it! The service has been added to the client… … and an invoice for the service has also been added. Services are created from packages, and are billed at […]
How to create packages in Blesta Packages are basically products or plans. Packages can appear on order forms and be ordered by clients, or added manually by staff. An ordered package becomes a service, which may or may not recur, depending on the pricing option selected. A recurring service results in recurring invoices being generated […]
How to add clients in Blesta Although clients will be created automatically when they order a service from you, there are times where you may want to manually setup a client in Blesta. To do this, click Clients in the main menu. Then click the + icon in the Clients section to add a new […]
How to configure your Payment Due Notices in Blesta That’s it! The Payment Due Notices have been configured. This is the end of the tutorial. You now know how to set and customize Payment Due Notices in Blesta. Blesta allows you to setup automated invoice notices to be emailed to your clients before and after […]
How to customize your invoices in Blesta That’s it! The invoice template has been customized. This is the end of the tutorial. You now know how to customize the look and feel of your invoices in Blesta. Blesta allows you to customize the look and feel of your invoices. Let’s learn how to do that […]
How to configure payment gateways in Blesta Typically, merchant gateways require a merchant account and payment is all handled seamlessly through Blesta. Non-merchant gateways usually do not require a merchant account, and payment is processed offsite on the gateway’s website. Let’s learn how to install and configure a payment gateway. Click the Settings link in […]
How to configure tax settings in Blesta Tax rules can be setup in Blesta to automatically collect tax from clients when invoices are created. To begin setting up your tax settings, click Settings… Then with the Company tab selected, click Taxes. Select Enable Tax to enable the tax system. Select Cascade Tax if you want […]
How to configure backups in Blesta Blesta can be configured to automatically produce database backups. Backups can also be downloaded manually, at any time. To configure or manually download a backup, click the Settings link in the upper right corner. Click the System tab… … then click Backup. From here you can force a backup […]
How to create a new company in Blesta Blesta allows you to setup additional companies, as a good alternative to purchasing additional licenses and maintaining separate installations. Let’s learn how to create a new company. Click the Settings link in the upper right corner. Then click the System tab. Then click Companies. Here you can […]
How to add staff in Blesta During installation, the first staff member is created. Now let’s learn how to add additional staff in Blesta. Click the Settings link in the upper right corner. Click the System tab. Then click Staff. Click the + icon in the upper right corner of the Manage Staff section… Then […]
How to login to Blesta as admin After installing Blesta, your first login will occur automatically. To login subsequently, use your browser to navigate to: http://www.yourdomain.com/[installation_directory]/admin/login If you’ve forgotten your password, click the Reset My Password link You’ll be given the option to enter your username and reset your password. Back on the login page, […]
Configuring your settings in FileZilla This demo assumes you already have FileZilla running on your computer, and are connected to a remote server. Now let’s learn how to configure our settings. Click Edit… … then click Settings. This is the settings window, where you can configure many things that will help you customize FileZilla for […]