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GEM-CAR Software |
Module list:- Work Bay Management,
- Direct Link to Distributors,
- Customer Reminder,
- Old Core Parts Management,
- Inventory Management,
- Electronic Agenda,
- Learn more...
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How to create and use national, fleet, lease type of accounts / third party invoicing / invoicing another customer/account? |
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Written by Administrator
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Thursday, 10 December 2009 03:25 |
Step 1: Create A National, Fleet, lease or third party account;
- From the POS (Point of Sale) window, enter the phone number of the account to be created,
- When prompted, say YES, you want to create a new account,
- Enter the complete information (Company name, contact name and coordinates),
- Click SAVE,
- Note or write down the Customer Number,
- Click Exit,
Step 2: Associating a customer to the third party for invoicing;
- From the POS window, enter the customer number you wish to associate,
- If many vehicles, select the vehicle that applies,
- Click the Customer Search icon (between the customer number and name),
- In the Invoice this customer field, enter the third party account number,
- Press your TAB key to confirm the account name,
- Click SAVE and Exit.
Step 3: Test the link;
- Now back on the POS window, the same order as before, click INVOICE or press F4,
- If done correctly, a window will appear asking to choose the account to be billed or charged.
NOTE: In the event that the leasing company uses special credit cards for each car, enter this card number on the POS
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