GEM-BOOKS FAQ

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Sales, Quotations and Invoices

Duplicate a Sale in GEM-BOOKS

Several items can be duplicated. In the menu on the left, select the Sales > Sales. Select the sale you wish to duplicate. In the sale you wish to duplicate, look for the icon representing two small overlapping pages. When…
41 views Posted  2 months  ago by  Bianca da Silveira De Amorim

Finance Fee for Credit Card Payments

When making a sale on GEM-BOOKS, it is possible to assign a finance fee for credit card payments. ATTENTION: before configuring your GEM-BOOKS, make sure that in your state, province or country, this option is valid within the law, as…
36 views Posted  2 months  ago by  Bianca da Silveira De Amorim

Reverse an Invoice - Sales Tab

Occasionally, you may need to reverse a sale, that is, issue a credit equivalent to the full amount of the original invoice previously created for that sale. You will see how simple and easy it is, in GEM-BOOKS, to perform…
36 views Posted  1 month  ago by  Bianca da Silveira De Amorim

Sending Invoices and Payments Directly from the Point of Sale to Accounting

You can configure your GEM-BOOKS system to make it easier to send data to the accounting department. To do this, click on Sales > Configurations > Configurations. In the Sales tab, look for the option "Directly send invoices and payments…
33 views Posted  1 month  ago by  Bianca da Silveira De Amorim

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