How to
Online Payment Gateway
Taking online payments : Payment Provider Trust Payments A recently integrated feature in PH Cloud allows the user to collect payments online, through one of our payment provider partners, Trust Payments. A fully auditable record is logged for each ...
Changing currency types on emails
Introduction If you've encountered issues with incorrect currency types in your emails on PHCloud, it might be due to incorrect browser region settings. Follow the steps below to update the language settings in popular web browsers such as Firefox, ...
Bulk Invoicing
In PHCloud, you can streamline your invoicing process by issuing a single invoice for multiple bookings. This feature simplifies bulk-invoicing for better efficiency and organization. Bulk Invoicing Step 1: Access the Bookings Tab 1. Begin by ...
How to add attachments and create an email template
This article assists with personalising your emailed documentation and how to include any additional attachments, that may be required to support the document. Adding an attachment Located via the settings menu, browse to the following section. ...
Registering Outlook & 365 Email Accounts with Open Authorisation
What is OAuth and why is it required ? Microsoft has recently taken the decision to implement OAuth2 as the standard authentication process for online email applications. The traditional method of SMTP authentication, requiring a username and ...
Applying Travel Cost Estimations to a Quote
How to apply distance & time based cost estimations PH Cloud has the facility to create an estimation for Vehicle and Fuel costs, when creating a quote. This article will explain how to set up and apply distance and time based cost estimations, to ...
Unable to Save a Booking - 'Times must be in chronological order'
If you see the error message 'Times must be in chronological order' in the PHCloud application, it means there is a conflict between the timing of the route and the position of the coach not being possible for the coach to carry out. To resolve this ...
Contract Exclusion Patterns
Adding exclusion patterns to contracts When managing your contracts, the ability to tailor the contract to your specific requirements is crucial for ensuring smooth operations and maximizing efficiency. One essential feature that assists in this is ...
How do I export to Sage, Xero or Quickbooks?
Journal Exports for Sage This is for customers with the Financial Module on PHCloud using Sage Line 50. The exports will work with Sage Line 100 however may require additional field matching during import. As part of PHCloud's robust financial ...
How to make a Driver Inactive
Drivers that have been created in PHCloud are not able to be permanently deleted. This is for historical purposes. We can however mark them as inactive so that they can no longer be scheduled. Any driver that has been marked as inactive but is still ...
Financial - Receipts, Cashbook, Sales Ledger, Nominals
Receiving Money PHCloud has a dedicated receipts section for receiving payments against a customer's account. This includes both invoice payments and Payment On Accounts. POA's are held against that customer's account and can then be allocated ...