How to enter a partial payment with Gestix ERP

With the Gestix ERP you can easilly issue a payment receipt for part of an invoice.

Here we go through the steps to process a customer payment, from the Invoicing menu, whereas a similar procedure would be performed for processing payments made to suppliers from the Purchasing menu.

Entering payments and partial payments with Gestix ERP

Open the Invoicing menu and click Receipt, New.




Here we’re clicking the Search button to choose the customer from a pop-up list.




Then we click the button labeled Document to select the invoices being paid, then we click over Select All to add those invoices to the receipt.




Since the customer is paying the amount of GBP 446,52 and the selected invoices total is greater than this, we want to edit the amount paid for, say, the last of the three invoices. Click the little pencil button labeled Edit at the left hand side of the line.





Now let’s enter the correct amount and click the little button labeled Save next to the Paid Amt field.




Click the Save button at the top of the document, and it’s ready to print or send by email.

For more information please check the Gestix website at

Using your Gestix in global trading – example: Aviation Parts

The purpose of this article is to show how to configure Gestix in order to process quotes, orders, and subsequent invoices optimized for global trading.


This is a personalized version of Gestix’s “US” invoice layout that uses the Industry-specific option “Ship date by item” to enable entering the ship date for each item, and the “Article Options Set 1” as the table of “Parts Condition Codes”. All these parameters are found in the Admin menu.

Choosing the Industry-specific option “Ship date by item”.


Activating Article’s Options Grid. Fill the first data field with “Conditions” and leave the other field empty)


Entering Part Conditions Codes:


Configuring the order and similar documents to use the personalized version of the invoice layout (doc_template_aero.html)



After likewise checking all other involved document series, as needed, the configuration is complete.

Now, the every-day kind of tasks. Before entering the order into the system, lets checking the item file:


And go on to entering the quote:



Then, the order and finally the invoice.


Send the PDF directly by email if you wish,

Invoice layout "Aviation Parts"
Invoice layout “Aviation Parts”

For more information call us at tel. (00 351) 213 477 410 or mail us through Thank you.



Handling returnable container/packaging with Gestix

In some countries it’s obligatory to include the returnable container/packaging in the invoice, and then issue a credit memo for the return of those returnable items.

Returnable-transit-packaging-gestix-return-memos-1 Returnable-transit-packaging-gestix-return-memos-2

Click the Credit button to issue the Credit/Return Memo for that particular invoice. Then remove all lines except those that have the returned items.


Check again before saving the final document…


The Credit/Return Note is now ready to be printed or emailed.



Finally, check the customer’s current account.

From invoice to return memo, to account statement
From invoice to return memo, to account statement