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…
712 views Posted  1 year  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 >…
586 views Posted  1 year  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…
452 views Posted  1 year  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…
451 views Posted  1 year  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…
444 views Posted  1 year  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…
411 views Posted  1 year  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…
395 views Posted  1 year  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…
357 views Posted  1 year  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…
311 views Posted  1 year  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…
298 views Posted  11 months  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.
286 views Posted  11 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.…
252 views Posted  11 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…
217 views Posted  10 months  ago by  Bianca da Silveira De Amorim
Clients

Third Party Billing - Invoicing Another Client/Account

Third party billing can be used for national accounts, payments to insurers, repairs paid by parents, corporate accounts or for any payments to third party customers. It redirects payments from a customer to another existing client. To configurate this feature,…
216 views Posted  8 months  ago by  Bianca da Silveira De Amorim
Clients

What to do when the client code is too long?

Problem If your client code is very long (e.g., 18668771122), it is probably because the full phone number has been used as the client code, including the 1-866. This can make searches or printouts less readable. Solution 1. Go to…
162 views Posted  3 months  ago by  Bianca da Silveira De Amorim
Clients

Select a Shipping Address for a Work Order

In this FAQ you will find clear instructions on where to access the delivery address options, how to choose the correct location, and what to check before confirming. Following these steps ensures accuracy and avoids delays in processing your work…
95 views Posted  3 months  ago by  Bianca da Silveira De Amorim
Clients

Create Payment Pledges

The payment promise system makes it easy to track your clients' payment commitments. You can access it in two ways: via the Clients > Payment Pledges menu or directly in the Current report on a client's file. This module centralizes…
84 views Posted  2 months  ago by  Bianca da Silveira De Amorim
Clients

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