Adding Custom Fields
Add Custom Form Fields for Customer
Go To Settings > Custom contact fields
Click the Add Custom Field button.
You can design your form, add Textbox, Textarea, Dropdown, Password etc.Some readersIndian GST
GST India
To Get started, Go to Settings - > General Settings & choose Tax System - India
Indian GST
You will have to also select your default business location.Some readersInvoicing- Collecting GST & QST Quebec, Canada
Seting up Tax for Quebec, Canada
Go to Settings - > General Settings & Set Tax System Quebec Canada.
Quebec, Canada.
Now when creating Invoice, you will find All taxes available in Quebec in the Tax column drop downs-Few readersAdding Customers
Creating Customer
To add customer, Go To- Customers > Add Customer
If you want to Add Customer under Companies, you can Select Companies from here.
If you want to send customer welcome email, you can check Yes check box.
You can tag customer from here. Just write the tag and hit Enter.
If you do not want customer login, you can keep blank the password fields.
You can also entirely disable customer registration and login from Settings > Choose Features
Customer Self Registration
CustoFew readersPassword Manager
Module: Password Manager
We have introduced new Feature called password manager.
It would be useful, if you work with customers or it can be used a shared Password manager for your company.Few readersPayment Gateways
Payments
Configuring payment gateways is an important step toward getting paid by your customers. When you send an Invoice to your customer, they can choose to pay for their Invoice using any of the methods that you've enabled in the Payments area of CloudOnex. You can enable a variety of payment methods also we offer custom payment gateway development.
To get list of available paymentFew readers
