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
Sales Taxes
From your CloudOnex admin, go to Settings > sales tax. Here you can set the sales tax according to your local tax rates rates. You can consult with a local tax professional or tax authorities to verify that you charge your customers the correct tax rates.
For Indian business, go to settings->general settings->choose India as tax system.
For Quebec, Canada, choose Quebec, Canada as tax system.