GEM-BOOKS FAQ

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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-BOOKS. E-mails that have passed through our servers will then be displayed in your customer files. To view the history, go…
100 views Posted  7 months  ago by  Bianca da Silveira De Amorim
Client management

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…
78 views Posted  4 months  ago by  Bianca da Silveira De Amorim
Client management

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…
69 views Posted  4 months  ago by  Bianca da Silveira De Amorim
Client management

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…
65 views Posted  4 months  ago by  Bianca da Silveira De Amorim
Client management

Synchronize All E-mails Already Exchanged with a Client

You need to enter GEM-BOOKS IMAP connection information in the file of the human resource for which you wish to synchronize exchanges. Click on Human Resources > Human Resources and select the desired file. Then click on the Email tab.…
11 views Posted  2 weeks  ago by  Bianca da Silveira De Amorim
Client management

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