GEM-BOOKS FAQ

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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…
79 views Posted  4 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…
45 views Posted  1 month  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…
34 views Posted  1 month  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…
26 views Posted  1 month  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…
21 views Posted  1 month  ago by  Bianca da Silveira De Amorim

Moneris Configuration - Allow Clients to Make Payments with a Credit Card

Moneris is an attractive solution for accepting credit cards to pay your clients' invoices on GEM-BOOKS. Click on Configurations > Configurations. Click on API > Merchant Accounts > +New. Choose Moneris for your payment processor. Complete the form using the…
11 views Posted  1 week  ago by  Bianca da Silveira De Amorim

Nuvei/Till Payments Configuration - Allow Clients to Make Payments with a Credit Card

Nuvei/Till Payments 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.…
3 views Posted  1 day  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…
2 views Posted  1 day  ago by  Bianca da Silveira De Amorim

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