GEM-BOOKS FAQ
Basic concepts
Processing Invoice Photos in GEM-BOOKS
The Invoice Photo System has been designed to simplify the entry of invoice data from your suppliers, avoiding the need to enter them as you go along. It allows you to quickly take a photo of your invoices, which will…
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Posted
5 months
ago
by
Bianca da Silveira De Amorim
Accept Credit Card Payments in GEM-BOOKS
In GEM-BOOKS, you can configure a payment processor to accept credit card payments. GEM-BOOKS uses your existing payment provider. There is no additional charge for using this function. (If you do not have a provider, or your provider is not…
70 views
Posted
3 months
ago
by
Bianca da Silveira De Amorim
Paypal Configuration - Allow Clients to Make Payments with a Credit Card
If you don't have a large volume, PayPal is an interesting solution for accepting credit cards to pay your clients' invoices on GEM-BOOKS. If your sales are growing, or if you think you already have enough volume to go through…
53 views
Posted
2 months
ago
by
Bianca da Silveira De Amorim
How Accounting Periods Work
Please note: the terms “fiscal year”, “financial year” and “financial year” all refer to the period of time, usually one year, at the end of which an administration closes its accounts and prepares its annual financial statements. Fiscal years do…
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Posted
2 months
ago
by
Bianca da Silveira De Amorim
Configure my Invoice Template
To configure your invoice template, go to Configurations > Configurations. Then click on the Customize tab. From here, you can choose your templates: Invoices template Quotes templates Delivery forms template Purchase orders template Purchase receptions template Statement template Emails template…
46 views
Posted
2 months
ago
by
Bianca da Silveira De Amorim
Nuvei/Till Payments Configuration - Allow Clients to Make Payments with a Credit Card
To use this payment solution, the client must go through Nuvei. In fact, it is only Nuvei that has the capacity to add client to our list of merchants. Once the merchant has been added by Nuvei, it is possible…
32 views
Posted
1 month
ago
by
Bianca da Silveira De Amorim
Authorize.net Configuration - Allow Clients to Make Payments with a Credit Card
Authorize.net is an interesting solution for accepting credit cards to pay your clients' invoices on GEM-BOOKS. Click on the Configurations > Configurations menu. Then click on the API tab, and you'll find the Merchant Accounts section. Click on +New. Choose…
29 views
Posted
1 month
ago
by
Bianca da Silveira De Amorim