GEM-CAR FAQ
Clients
Creating a New Client
To make a sale, you must first create a client and, to avoid duplicates, it is essential to first check if the client exists. In the main menu on the left of the application, click on Clients > Clients. Search…
288 views
Posted
8 months
ago
by
Olivier Brunel
Adding a Group Discount to a Client's File
For a client to have a Group Discount every time he returns to you Point of sale, add the Price list to his client file. Go to the client's file: go to the left main menu: Clients > Clients >…
236 views
Posted
8 months
ago
by
Olivier Brunel
How to Handle a Customer's Bad Debts
If you wish to add a bad debt to a partially paid invoice, refer to option 2. Option 1 is recommended if you wish to recover your taxes on a bad debt. Step 1: Crediting an invoice By reversing your…
150 views
Posted
8 months
ago
by
Olivier Brunel
Indigenous Client: Modify Tax Rules
In Canada, under certain circumstances, Indigenous peoples may be exempt from paying GST/HST. For more details, refer to the GST/HST and First Nations Peoples webpage. To apply the tax exemption for eligible customers in GEM-CAR, follow these steps: In the…
149 views
Posted
8 months
ago
by
Olivier Brunel
Fill in the Client's Field
Is the Client field complicated to fill? GEM-CAR provides three options to select a customer to create the estimate. Option 1: quick search The quick search consists of typing in the customer's number, phone number, license or the first few…
147 views
Posted
8 months
ago
by
Olivier Brunel
How to Use a Small Customer Number vs 999923232 Digit
To change the long codes generated by the system, follow these steps: 1. Click on Configurations > Configurations. In the Global tab, look for the option Automatically generate codes in clients and uncheck the box. Then click on Save. 2.…
144 views
Posted
8 months
ago
by
Olivier Brunel
Add Spouses or Children Under one Personal Contact
There are two possible methods for associating the spouse and/or children with another client. 1. It is possible to create the first contact, the father for example, like a company, and associate the other contacts with it. See Add a…
126 views
Posted
8 months
ago
by
Olivier Brunel
Add a Customer Name to a Business File
From the left main menu located on the left of the application, click on Clients > Clients. Select the business if it already exists.ORCreate a new folder for the company by clicking +New. Make sure that the selected Mode is…
121 views
Posted
8 months
ago
by
Olivier Brunel
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…
98 views
Posted
5 months
ago
by
Bianca da Silveira De Amorim
Send Invoices in Batches to a Single Customer
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…
97 views
Posted
5 months
ago
by
Bianca da Silveira De Amorim
Terms of Sale Agreed with the Client
To check the terms related to the client, click on Clients > Clients. Select the client you want. The Terms tab contains the sales terms that you have agreed with the client, or that you have decided to grant him/her.…
24 views
Posted
1 month
ago
by
Bianca da Silveira De Amorim
Membership Management (e.g. CAA)
GEM-CAR lets you manage your customers' memberships (e.g. CAA). To enter the data for your CAA clients, from the Clients > Clients window. In the Info tab, fill in the following information: Club number) Expiration date Click on Save.
23 views
Posted
1 month
ago
by
Bianca da Silveira De Amorim
Finding the Client's File
There are a few ways to find the client's file: 1. In the main menu on the left of the application, click on Clients > Clients. Search for existing client Before creating a new client, it's crucial to verify if…
22 views
Posted
2 months
ago
by
Bianca da Silveira De Amorim
2% Fast Payment is 37% - Is it Financially Wise to Leverage Early Payment Discounts?
In this FAQ, you'll discover whether your business should use or provide early payment discounts effectively. Many businesses encourage early payments by offering discounts to clients who settle their invoices ahead of schedule. But is it financially beneficial to take…
4 views
Posted
6 days
ago
by
Bianca da Silveira De Amorim