Configuration of invoices
In this section of the GEM-CAR user manual, you will find all the information relevant to the configuration of invoices.
Choose invoice models
Several invoice models for different needs are available in GEM-CAR. You can consult the list of these models and find the information relative to their report file names, descriptions and examples on the following page:
Assign invoices to printers
Follow the user manual on how to assign printers to steps selecting the INVOICED step on the list. This configuration must be done on each workstation.
Personalize or create invoice models
Each invoice model can be personalized. You can adjust certain settings or add coupons or advertisements. You can personalize or create invoice models in the Local configuration window.
Personalize invoice models
Follow the user manual on how to personalize report models for steps selecting the INVOICED step on the list. This configuration must be done on each workstation and for each work step.
You can configure personalized messages on invoices in the General information window. They could be, for example, financial credit terms and conditions or disclaimers.
Disable advertisements for estimates
If you wish GEM-CAR to never display advertisements configured on invoice models for estimates, activate Option 83 GEM-CAR settings.
Keywords: #quote # proposal #estimation
Some invoice models like the modern in FC model feature currency conversion. You can configure the conversion rate in the General information configuration window.
To display the hourly rate on invoices, configure the hourly rate in the General information configuration window.
Display "+ applicable taxes" on invoices
If you want to display a "+ applicable taxes" message for job subtotals on invoices, enable Option 106 - Display "+ applicable taxes" in the job subtotal on the invoice under the Options tab of the General information Configuration window.
Show or hide phone numbers on invoices
By default, the phone numbers of customers will show on invoices. If you send invoices by mail in windowed envelopes, you might not want the phone numbers to show because they will be visible through the window. This can be configured under the General data tab of the Local configuration window.
Display subtotals for jobs
To display subtotals for jobs on printed estimates or invoices, activate enable Option 37 - Display subtotal of each job on estimates and invoices under the Options tab of the General information Configuration window.