Business Suite

Documentation / Frequently Asked Questions (FAQ) / General FAQs

Frequently Asked Questions (FAQ)

Installation & Setup

Q: What are the minimum system requirements?

A: CloudOnex Business Suite requires:

  • PHP 8.3 or higher
  • MySQL 5.7 or higher / MariaDB 10.2+
  • Required PHP extensions: PDO, JSON, cURL, GD, Mbstring
  • Minimum 256MB PHP memory limit
  • Apache or Nginx web server

Q: Can I install CloudOnex in a subdirectory?

A: Yes, CloudOnex can be installed in both root directories and subdirectories. The system automatically detects its location and adjusts paths accordingly. No additional configuration is needed.

Q: How do I enable URL rewriting?

A: To enable URL rewriting:

  1. Add this .htaccess file to your root directory:
RewriteEngine on
RewriteCond %{REQUEST_FILENAME} !-f
RewriteCond %{REQUEST_FILENAME} !-d
RewriteRule ^(.*)$ /index.php?ng=$1 [L,QSA]
  1. Run this SQL command:
UPDATE sys_appconfig SET value=1 WHERE setting='url_rewrite';

Licensing & Updates

Q: Can I use one license on multiple domains?

A: No, each installation requires its own license. The license is tied to a single domain and its subdomains.

Q: How do I update to the latest version?

A: You have two options:

  1. Recommended: Use the Updater Plugin

    • Install the free updater plugin
    • Navigate to Settings → Updater
    • Follow the automatic update process

  2. Manual Update:

    • Download the latest version
    • Back up your files and database
    • Replace all files except system/config.php
    • Login to trigger database updates

Customization

Q: How can I customize the invoice template?

A: To customize the invoice template:

  1. Locate system/overrides/invoice_pdf.sample.php
  2. Rename it to invoice_pdf.php
  3. Modify the file according to your needs
  4. Your changes will persist through updates

Q: Can I change the system language?

A: Yes, you can:

  1. For Admin Users:

    • Go to Edit Profile
    • Select your preferred language

  2. Default System Language:

    • Navigate to Settings → Localization Settings
    • Choose your default language

Q: How do I add custom fields for customers?

A: To add custom fields:

  1. Go to Settings → Custom Contact Fields
  2. Click "Add New Field"
  3. Define the field name and type
  4. The new field will appear in the customer form

Business Operations

Q: How do I set up recurring invoices?

A: To set up recurring invoices:

  1. Go to Sales → New Recurring Invoice
  2. Fill in invoice details
  3. Select recurrence interval (daily, weekly, monthly, etc.)
  4. Set up CRON jobs in Settings → Automation Settings

Q: Can I import customers from CSV?

A: Yes, you can import customers by:

  1. Going to Customers → List Customers
  2. Clicking the "Import" button
  3. Downloading the sample CSV file
  4. Preparing your CSV in the same format
  5. Uploading your CSV file

Q: How do I configure multiple tax rates?

A: To configure multiple tax rates:

  1. Navigate to Settings → Tax Settings
  2. Add different tax rates with their percentages
  3. Assign tax rates when creating invoices
  4. For Indian GST, select "India" as the tax system

Security

Q: How do I enable two-factor authentication?

A: Two-factor authentication can be enabled:

  1. Navigate to Settings → Security Settings
  2. Enable 2FA option
  3. Each user can then enable it in their profile settings

Q: How often should I backup my data?

A: We recommend:

  • Daily backups for business data
  • Weekly full system backups
  • Monthly archived backups
  • Storing backups in multiple locations

Q: How do I set up user permissions?

A: To configure user permissions:

  1. Go to Settings → Roles
  2. Create or edit a role
  3. Set permissions for each module
  4. Assign roles to users when creating/editing them

Integrations

Q: Which payment gateways are supported?

A: CloudOnex includes built-in support for:

  • PayPal
  • Stripe
  • Manual bank transfers

Additional gateways available via plugins:

  • Square
  • Razorpay
  • Mollie
  • And many more

Q: How do I configure email settings?

A: To configure email:

  1. Go to Settings → Email Settings
  2. Choose your email driver:
    • PHP Mail
    • SMTP
    • Mailgun
  3. Enter your email credentials
  4. Test the configuration

Q: Can I integrate with other systems?

A: Yes, through multiple methods:

  1. API Integration:

    • RESTful API available
    • Comprehensive API documentation
    • Secure authentication

  2. Webhook Integration:

    • Custom event triggers
    • Real-time notifications
    • Configurable endpoints

Troubleshooting

Q: What should I do if I see a blank page?

A: If you encounter a blank page:

  1. Enable developer mode in system/config.php:
define('APP_STAGE', 'Dev');
  1. Check PHP error logs
  2. Verify PHP memory limit
  3. Ensure all required extensions are enabled

Q: What if my invoices won't generate as PDF?

A: Common solutions include:

  1. Check storage directory permissions (755)
  2. Verify PHP memory limit is sufficient
  3. Ensure required extensions are enabled
  4. Check error logs for specific issues