Overview You can change the theme or layout of your documents, this video explains how you can do this. A step by step guide can be found below the video. Steps Open System Setup. Open Documents and Email Settings. Use the Preview buttons under the ...
Found in: Documents
Overview Changes to the documentation templates produced by Khaos Control Cloud can be arranged as a chargeable service. Please arrange payment via your admin portal and send the specification required to our Support Team and complete the form here, ...
Found in: Documents
Overview This video explains how to change the invoice date, delivery date or invoice priority on an invoice in sales invoice manager in Khaos Control Cloud Steps Move the order(s) to the Invoicing stage of Sales Invoice Manager if not already. Green ...
Found in: Understanding the process
Overview The following video explains how you can change the courier in a new sales order. There are step-by-step instructions below the video. Steps Open the sales order and make sure you are in Edit mode, else click on the Edit button. Go to the ...
Found in: Addresses & Delivery
Question/Problem Our business has been transferred to a new owner. How can we change our KCC account to the new owner? Resolution/Solution Please email support@khaoscloud.com with supporting evidence of the new owners, such as Companies House form ...
Found in: Billing & Services
Overview This video explains how you can change the email address that the sales order documentation is sent to by changing the delivery contact on the sales order. There are step-by-step instructions below the video. Steps In a sales order in Edit ...
Found in: CRM & Communication Log
Overview This video explains how you can change the invoice or delivery address on a sales order. There are step-by-step instructions below the video. Steps In a sales order in Edit mode: Click on the Customer tab. Select the address in the upper ...
Found in: Addresses & Delivery
Overview Once you have created a quotation, you need to be able to print a quotation document to send to the customer. This video explains the process to follow and there are step by step instructions below the video. How to Print a Quotation ...
Found in: Quotations & Proformas
Overview It is possible to email multiple invoices/documents to multiple email address set up on a account, so more than one person receives the email and document. Configuration For this happen you need to set up Email Document Types in the company ...
Found in: Emails
Overview How to add the DNS records to your Shopify domain to enable the email functionality within Khaos Control Cloud. Steps Log into their Shopify admin panel. Go to Online Store > Domains. In the Shopify-managed domains section, click the name of ...
Found in: Shopify
Overview When setting up your documents in KCC, there are quite a few options available. This video explains what is available and there are step-by-step instructions below the video: Steps 1. Go into System Setup. 2. Open Document & Email Settings. ...
Found in: Documents
Overview In KCC you can add Terms and Conditions to your documentation. Configuration A single line can be added to the footer of your KCC documentation by doing the following: Steps Go to [System Setup | Document & Email Settings | Document ...
Found in: Documents
Overview Document and Email Settings is found within System Setup from the left navigation bar. The Documents and Email Settings screen allows you customise certain aspects of your documentation and reports to suit your needs and also allows you set ...
Found in: Documents
Overview The following video explains how you add stock items to the customer return once it has been created, see How To Create a New Customer Return. There are step-by-step instructions below the video. Steps Open the return. Click on the + New ...
Found in: Creating Customer Returns
Problem/Question How do I get a backup of my system? Solution There are two options; you can run the Ad-Hoc reports as and when you require, or you can have your backup emailed automatically to you via email triggers using the steps below: Ensure you ...
Found in: Billing & Services