Overview The following video explains the process to edit an address or contact in a company record. Step by step instructions are below the video. Steps Open the company record. Go to the Address & Contacts tab. Click on the Edit button. This will ...
Found in: Addresses
Overview This video explains how to allocate a payment to either a purchase invoice or a sales invoice in the company statement screen. Although the video shows you how to allocate one payment, or credit, to an invoice you can use the same process to ...
Found in: Crediting, Invoicing & Statements
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
Question/Problem When creating sales orders for an account customer, the system displays a pop saying the Customer is over their Credit Limit. How can this be stopped? Resolution/Solution The warning itself is hard coded and can't be changed however ...
Found in: Orders & Payments
Question/Problem How can we view customers credit limits? Resolution/Solution It is possible to view your account customers' credit limits in the Accounts - Debt Management screen, but note that this will only include customers who currently have an ...
Found in: Orders & Payments
See how you can apply the filters you have used in one report and quickly use them in other reports. A step by step guide can be found below the video. Steps To turn on shared filters: In Reports, open the required report. Use the Filters button to ...
Found in: Reporting
Overview You can raise a refund for an item at the price that was originally paid by the customer. Usage You can see the items a customer has purchased in the [Customer Service | Product Analysis] screen. Steps Go to [Company] and select the customer ...
Found in: Processing Customer Returns
Overview The following video explains how you setup dropship functionality so that the system behaves as you require. There are step-by-step instructions below the video. Steps Open System Setup. Open System Values. Click on the Sales tab. Click on ...
Found in: Drop Shipping
Overview This below explains how you create and process a customer return where the items being sent out to the customer are the same as the items being returned, or they are of the same value. For example where the customer received the items but ...
Found in: Creating Customer Returns
Overview This video will show you how to set up and configure your email settings in Khaos Control Cloud. There are step-by-step instructions below the video. Steps Click on System Setup. Click on Document and Email Settings. Click on the Email ...
Found in: Emails
Overview This video will show you how to view your debtors in Khaos Control Cloud. A description of the screen is below the video. Steps Open the [ Accounts | Debt Management ] screen. The screen consists of the following columns: URN: the customer ...
Found in: Debt Management
Overview In accounting terms, a contra account is used to offset the value of another transaction for example, when the same company is both a supplier and a customer, for example: You have sold goods to the value of £600 to a customer. The customer ...
Found in: Crediting, Invoicing & Statements
Overview You can limit a Keycode so that it can only be used once by a customer, for example if you want to give them free delivery on their first sales order. This video shows you how you can do this. A step by step guide can be found below the ...
Found in: Keycodes
Overview This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business. The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or ...
Found in: Countries
Overview The Comm Log is where you can add notes about any contact you have had with a customer, whether it is inquiries about products or debt chasing. The entries for all customers can be viewed in one grid, check out the video to see how to do ...
Found in: Communication Log