GEM-CAR FAQ

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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
Clients

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
Clients

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
Clients

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
Clients

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
Clients

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
Clients

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
Clients

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
Clients

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
Clients

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
Clients

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
Clients

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
Clients

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
Clients

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
Clients

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