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…
177 viewsPosted 4 months agoby 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 >…
137 viewsPosted 4 months agoby 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.…
93 viewsPosted 4 months agoby 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…
85 viewsPosted 4 months agoby 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…
82 viewsPosted 4 months agoby 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: Open the…
75 viewsPosted 4 months agoby 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…
70 viewsPosted 4 months agoby 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…
66 viewsPosted 4 months agoby Olivier Brunel
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…
44 viewsPosted 2 months agoby Bianca da Silveira De Amorim
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…
44 viewsPosted 2 months agoby Bianca da Silveira De Amorim