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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.
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.
Invoicing- 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-
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 Custo
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 payment
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.