Introduction

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Introduction

Please note, this help document is currently being updated to reflect changes to Onyx.

 

Thank you for choosing Onyx for your Business Invoicing and Customer Accounts management.  Designed from the ground up with the small to medium sized business in mind yet capable of storing many millions of records within its enterprise database system we hope you’ll agree that Onyx is a true all round performer.

 

Here are some of the many features that Onyx has to offer:

 

Onyx can be used standalone with one user, or can be networked to allow multiple users to all share (for example) the same database of customers and vehicle.

Create invoices, estimates, refunds, purchase orders

Record purchase invoices and delivery notes

If you create an estimate you can convert it to a job card and then on to invoice, or you can convert direct to invoice

Run customer accounts, set credit terms, credit limits, and see at a glance how much is outstanding on an account and how much is collectable

Link vehicle to accounts so that entering a registration automatically selects the correct customer account

Create parts only invoices

Use two business names (i.e. John's Autos & John's Parts)

Produce all manner of reports and letters

Connect via iOS and Android

Supports MTD

 

Onyx comes in two main editions, Pro and ProPlus.  ProPlus has all of the features on Pro but with the addition of vehicle sales.  Within these two editions, we also provide a LITE edition which is an extremely cut-down edition of Onyx that is simply used for creating sales invoices.  If you'd like to compare editions, please see our feature matrix.

 

We have tried very hard to make Onyx work the way that you do, and as you will imagine this means that there are quite a lot of user configuration settings, for example you can decide which invoice template you want to use, you can turn off (for example) the discount column in printouts, you can use the stock manager for all, some, or none of your parts, it will work whether you are VAT registered or not.  You can use the parts inventory to store parts by part number, barcode or even just a generic term (for example, you may decide to just use OF to stand for Oil Filter), or you may decide not to use the parts inventory at all.  So if Onyx does something in a way you don't like, please ask whether this can be changed, there's a good chance that there is already an option and if not we can often add a new one.

 

Onyx also contains a very comprehensive data import feature that allows you to easily import customers, vehicles, and parts from a myriad of different sources, this was added to make life as easy as possible for those that are looking to change from another system.

 

We have designed Onyx to be compatible with business accounts packages, for this reason you will see a number of items that are perhaps a bit confusing such as nominal codes. Rest assured that if you don’t want or need to know about nominal codes then you can simply ignore them (or leave them at their defaults as this will make using them at a later date a lot easier).  For those that do want to use them, please do, they are currently used when exporting data from Onyx and we plan to add a number of reports in the future so that you can see where your income and expenditure goes.

 

The purpose of this document is to alert you to the many features contained within Onyx, and how to access them.  Where additional information is required, it has been added, otherwise we've tried to make Onyx self explanatory.  But if there's a feature that you need more info on, please contact us and we'll do our best to explain it and possibly update this document to make it clearer.

 

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