GEM-BOOKS FAQ
Client management
Access the History of E-mail Exchanges for a Specific Client
To access the history of e-mail exchanges with your clients, you need to configure your IMAP e-mail account in GEM-CAR. E-mails that have passed through our servers will then be displayed in your customer files. To view the history, go…
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Posted
3 months
ago
by
Bianca da Silveira De Amorim
Send Batch Invoices to a Single Client in GEM-BOOKS
If you have already invoiced your sales and wish to send a batch of invoices to a customer, in the menu on the left, click on Clients > Clients. Then, in the list of clients, click on the customer to…
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Posted
2 weeks
ago
by
Bianca da Silveira De Amorim
Administration Fee For Overdue Clients
Administration fees are additional charges levied on your customers in the event of late payment. These charges are displayed on their account statements and are applied when the overdue invoice is paid. To configure your fee rules, go to Accounting…
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Posted
2 weeks
ago
by
Bianca da Silveira De Amorim
Send Invoices in Batches to a Single Client in GEM-BOOKS
If you have already invoiced your sales and wish to send a batch of invoices to a customer, in the left menu, click on Clients > Clients. Then, in the list of clients, click on the client to whom you…
12 views
Posted
2 weeks
ago
by
Bianca da Silveira De Amorim