GEM-CAR FAQ
Create the Insurance Company as a Client
To create an insurance company, you need to include it as a customer.
In the left menu, click on Clients > Clients > + New.
In the Info tab, fill in all the information and in the mode, select Business.
Click on Save.
Then click on the Terms tab and select the options ''This client can pay with receivables'' and ''Add to 'Bill to' drop-down menu''.
Click on Save.
When you follow the steps at the Point of sale, after selecting the insurance form and clicking on the red dialog box, the window that appears asks you for the accident data.
In the Insurer's name option, the insurance companies will be listed (if they have previously been listed as a client).
Once you have selected the correct company, click on Save and close.
Other articles on the subject:
Replace or Install Glasses with Insurance Without the Insurance Module
Use the Insurance Module for a Claim or for Windshield/Glass Repair/Replacement
Deductible Management and Insurance Invoicing
Create an Insurance Type Category
Posted 3 months agoby Bianca da Silveira De Amorim
#184740 viewsEdited 2 months ago