Getting Started
Customers
Accounting
- Bank & Cash Accounts
- Adding Bank & Cash Account
- Account Balances
- Deposit
- Expenses
- Account to Account Transfer
Sales
- Creating Invoice
- Managing Invoice
- POS
- Recurring Invoice
- Creating Quote
- Managing Quotes
- Invoice Payments
CRM
Support
Knowledgebase
Orders
Products & Services
Reports
Utilities
- Activity Log
- Email Message Log
- Invoice Access Log
- Database status
- CRON Log
- Integration Code
- System status
- Terminal
Appearance
Settings
- General Settings
- Staff
- Roles
- Localization
- Currencies
- Payment Gateways
- Expense Categories
- Income Categories
- Tags
- Payment Methods
- Sales Taxes
- Email Settings
- Email Templates
- Custom Contact Fields
- Automation Settings
- API Access
- Choose Features
- Checking Version
- Langugage Settings
- Timezone
Changelog
How to
- Generate invoice automatically after placing order
- Upload admin profile picture
- Add Custom Javascript Code
- Give access to an employee that only allows to access certain data
- How to modify prefix
- Editing Template File
- How to generate Demo data
- Import Data
- Moving to HTTPS
Troubleshooting
General Settings
Setting up your Business Suite
General settings
You should follow a few steps before using it to ensure your business suite is ready to run your business.
Go to Settings->General settings. General Settings lets you change the vast majority of CloudOnex Business Suite.
- Configure basic settings, such as your company name, address, and template.
- Select the tax system, add default invoice terms.
- Choose PDF font.
- Add Payment Terms.
Google reCAPTCHA (V3)
Configure the Google reCAPTCHA settings. It will ensure the security of your system.
Other Settings
Under other settings, you can do the following.
Customer: Set up Customer Code and Prefixes
Invoice: Set up Invoice Code and Numbers
Purchase Orders: Set up Purchase Order and Number
Quote: Set Up Quote Prefix and Number
Income: Set up Income Code Prefix and Number
Expense: Set up Income Code Prefix and Number
Ticket: Set up Ticket Prefix and Number
Contact Extra Field Name: From here, you can add extra fields in the add contact form.
Insert Google Maps API Key
Insert Slack Webhook URL