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Questions & Answers
CloudOnex business suite is a set of business software functions enabling the core business processes inside and beyond the boundaries of an organization. It comes with Billing, CRM, Accounting, Customer support everything is in one integrated system. It’s extremely flexible & modular. You can even create custom plugins, integrate with your existing system using the API. If you purchase open source edition, you are also permitted to edit the codes and add functionalities for your company.
100%. It’s on premise software, you can use your own domain, own logo, own brand.
You can install it with your existing website. You can just create a sub folder in your existing website and install it.
You can upgrade iBilling to Business Suite. We offer 30% discount for our existing iBilling users. Chat with us for the discount code.
New versions of Business Suite, which include new features, skins, etc., are released every months. New releases are announced in our blog.
Open source edition comes with 100% open source code, so it is highly customizable. You can make any changes in the source code of the software and extend the default functionality.
Yes. From Settings → Choose Features set No to Client Registration
Yes, From Settings → Customize
Yes, From Settings → General Settings. Change Application name to your company name.
You can add unlimited custom contact fields from Settings → Custom Contact Fields
From Settings → Email Settings, update system email.
Yes, configure SMTP from Settings → Email Settings.
To change language, Go to Your Profile → Edit Profile & set your preferred language. You can also change the system language from Settings → Localization. Please note that some language is not translated. If you want to contribute with the translation, you can contact with us. If you improve the translation file, you can send us the translation file to us, so that we can include this on next update.
To update your profile picture, Go to Your Profile on the top right corner then click Edit Profile. Upload your profile picture and click the CROP button. Finally click Save.
Go to Invoice view page, click on the Add Payment button, Choose your Bank Account. It will automatically add Transaction with relation to invoice and your bank account. Your account balance will be also reflected.
CloudOnex has an wonderful option for this. Your customer can upload Proof of Payment against invoice after depositing to your Bank Account.
Yes, Just click attachment link on invoice view page. You will be able to attach file & your customer will be able to view that file.
Yes, you will have to configure sms gateway for this. And you can send sms from your system.
Go to SMS Settings under SMS. You can configure this for any sms gateway that supports http api.
For custom sms driver follow this-
API Url: API end pint url. For example- https://www.example.com/api/send_sms
And select API method, GET or POST
And use placeholder like-
to==,from==,message==,username==Username,password==secret
Please make sure you are using double equal like this == after the parameter name & also separate parameters with commas
If you need any help on this, you can contact with our support.
Yes, go to Customer Profile → Files and select the file you want to send your customer from the dropdown lists. You can assign as many files as you want for your customer. Your customer will be able to view & download the files from Customer Profile.
Yes, go to Customer Profile → Files and select the file you want to send your customer from the dropdown lists. You can assign as many files as you want for your customer. Your customer will be able to view & download the files from Customer Profile.
From Settings → Email Templates
You can use API for integrations. For example, you can create customer, create invoice etc. using API. For instance we are using api internally to manage our customers.
You can contact with us for this with your usage case, we have pre made library for API. We can give you this.
From Appearance → Themes
Of course. You can create custom Role from Settings → Roles & when adding new user just choose the Role you have created.
From Settings → Localization, Select your Home Currency.
You can create as many currency as you want from Settings → Currencies.
To change your Timezone go to Settings → Localization
You can add categories from Settings → Expense categories or Income Categories.
Simply backup your files and database. Upload it in your new location. If url is updated, just change the url from /system/config.php file.
Please chat with us, we can give you alternative payment methods to pay.
We don't offer refunds, but we do offer a fully-functional online demo, which you can test to see if CloudOnex Business Suite is right for you. Here is the Demo Page - https://www.cloudonex.com/demo/
You can install it in any operating system with php (7.3+) & mysql(5.7+) installed. You can also install it in localhost with XAMPP, WAMP, MAMP etc. And of course in your web hosting.
Yes. All you need is an SSL enabled server and your own or a shared certificate installed on the server. If you want to enable ssl later, just change the url parameter from /system/config.php replace http with https
Yes, our software is extremely flexible & modular. You can enable / disable features from Settings → Choose Features.
Yes, you will find here- https://www.cloudonex.com/business-suite-api/authentication
From Settings → API Access.