Overview This video will show you how to set up the methods you want to use to credit review your customers. A step by step guide can be found below the video. Steps In System Setup, open System Data. Double click on the Credit Review Method line to ...
Found in: Crediting, Invoicing & Statements
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: Crediting, Invoicing & Statements
Overview The credit controller is the member of your staff responsible for managing the debts of your business. They are accountable for recovering any unpaid money that is owed to your organisation from other businesses or individuals. There are ...
Found in: Orders & Payments
Overview This video describes the information in a customer, or a supplier's, statement screen in Khaos Control Cloud. There is information below the video about what options are available from this screen. Usage The company Statement screen allows ...
Found in: Crediting, Invoicing & Statements
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
Credits can not be unallocated from suppliers, and you can not delete credit notes that have been issued. To rectify this you will need to use your SP Ledger; Accounts Sales and Purchasing Ledger New Use the Lookup dialog box to locate the supplier ...
Found in: Crediting, Invoicing & Statements
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
Overview If you need to create an ad-hoc credit for a customer, this video explains how you can do this: A step by step guide can be found below the video. Steps Create a New Sales Order. Select the customer from the lookup. Change the Sales Order ...
Found in: Credits & Refunds
Overview Once you have created a credit note, you can then print it and send it to the customer. A step by step guide can be found below the video. Steps Open Sales Invoice Manager. Go to the Credit Note Print Stage. Green select the credit note you ...
Found in: Common Actions
Overview The following video explains how to copy a sales order into a credit note. There are step-by-step instructions below the video. Steps Open the existing sales order. Click on the Actions button. Select Copy Sales Order as Credit Note. Click ...
Found in: Credits & Refunds
Overview When you have processed a supplier return in KCC, you will then create a purchase credit note. Once you have received the credit note from your supplier, you will then need to post the KCC credit note to the accounts and to the supplier ...
Found in: Processing Supplier Returns
Overview This video will show you how to place a customer on credit stop. Step by Step instructions can be found below the video. Steps METHOD ONE 1. In Accounts, open Debt Management. 2. Green-Select the customer you wish to place on Credit Stop. 3. ...
Found in: Debt Management
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 To unallocate a payment or credit note from a company's status, for example if you have allocated the credit or payment to the incorrect invoice, follow the steps in the following video. A step by step guide can be found below the video. ...
Found in: Crediting, Invoicing & Statements
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