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 a quotation has been printed in the Quotations - Print stage in the Sales Invoice Manager, you can move it into the next stage which is Pending. Once it is in Pending it will be visible in the Opportunities (Quotes) grid in the CRM. ...
Found in: Common Actions
Overview Once a credit note has been printed, you then need to issue it. Once it has been issued the credit note will appear on the customer's statement screen and can then be used. A step by step guide can be found below the video. Steps Open Sales ...
Found in: Issuing
Overview The video below explains the process of issuing a sales invoice and what happens behind the scenes within the accounts and stock records areas of the system. A list of the areas affected is below the video. Notes/Caveats The following areas ...
Found in: Issuing
Question/Problem Can I produce an invoice for a Proforma order? Resolution/Solution As a proforma order can't accept a payment until being converted to a sales order, it is not possible to produce an invoice. It is possible to produce an Order ...
Found in: Quotations & Proformas
Overview Having gone live there are new set of routine tasks that you will need to perform in order to keep your system running smoothly and your accounts accurate. How do I know if there are errors on my system? When you first log in to KCC you are ...
Found in: User Interface
Question/Problem We have pre bought credits but have received an invoice, what is the invoice for? Resolution/Solution This invoice is just for your records, if you download it from from your Admin portal you will see that there is nothing to pay as ...
Found in: Billing & Services
Overview User acceptance testing for businesses with more complex processes, such as multiple sites and channels, or with more than 3 - 4 users. We highly recommend you print this page from the attached file. If you can answer yes to all questions in ...
Found in: Testing & Go Live
Overview Sometimes you may need to reprint invoices from prior to the last financial year. Usage 1. Open the Company record. 2. Open their Customer Services -> Sales Orders/Invoices screen. 3. Set the date filter, or you can turn it off. You can also ...
Found in: Crediting, Invoicing & Statements
Overview The below will show you how to add a minimum order quantity for purchase orders at a supplier level E.g. a Purchase Order needs to be £500 or it needs to be x amount of units Usage There is the option of having individual items from a ...
Found in: Pricing
Overview You may need to send goods overseas, requiring a customs invoice with additional information on. KCC can produce a customs invoice with this extra information. Usage The customs invoices produced by KCC are customs compliant and many of our ...
Found in: Addresses & Delivery
Overview If your terms to pay suppliers are monthly – i.e. an invoice received is dated in March and you are due to pay this at the end of April. Usage This can be done on a individual basis for each supplier or within Company Classes to affect all ...
Found in: Orders & Payments
Overview This video will show you how to use Quick Despatch in Khaos Control Cloud. This is an alternative to using the Sales Invoice Manger when you wish to quickly print documents and labels and mark invoices as despatched. You can only process ...
Found in: Quick Despatch
Overview This video explains how you can add multiple orders to one pick sheet. There are step-by-step instructions below the video. Steps Click on the Picking stage of the Sales Invoice Manager. Select the sales orders you wish to print a pick ...
Found in: Common Actions
Overview In Sales Report you can view order but Sales Order as well as the default Sales Invoice view Usage With your sales report open, click the filters button and scroll down. Near the bottom of the popup you will find a Sales Orders filter, which ...
Found in: Reporting