Technical Support and Training

Free Technical Support

All Gestix products (standard editions) have free technical support by telephone and e-mail for initial configuration and utilization issues.

Continuity Assistance Plans

Optional technical support plans ensure assistance beyond the initial set up of the software and for priority responses. Please contact for more information.

On-Demand Technical Support

For any other situations, you can request our assistance on a case by case basis. Please follow the on-line support request or e-mail us.

Modular Software Development

Gestix solutions with special functionality can be provided under attractive conditions featuring important benefits over traditional tailor-made development. Please contact us for a quote.

Software Updates and Upgrades

Provides new features, improvements and corrections to the standard versions, resulting from Research & Development activity as well as from user feedback.

• Pyrotechnics Industry: include Active Matter and Gross Weights - use special invoice form to print these data (Articles/Enterprise)
• Goldsmith Industry: Gram Weight Ag/Au, Karat Ag/Au on invoicing and inventory (Articles/Enterprise)
• Pyrotechnics Industries: handle the Active Matter and Gross Weights in invoicing and inventory (Articles/Enterprise)
• Services Listing including Revenue/Expense (Services)
• Enable editing the Bill of Materials (Manufacture Order) from Product Template (Manufacturing/Enterprise)
• Project Management: New Project Status report with Revenue and Expense budgets (Projects/Enterprise)
• Allow directly correcting the VAT ID/Address when making an invoice (SAFT/Classic)
• Invoice editing: show the full description of the article (Invoicing)
• Advanced Data Import: enable uploading the data file from the schema editing page (Invoicing/Enterprise)
• Advanced Data Import: sample data file for demonstration (Invoicing/Enterprise)
• Hide the reports section for users without full access to documents or global scope area (Invoicing/Enterprise)
• Suppress the Statistics section for users not having Global Scope access (Invoicing/Enterprise)
• The Payment Request form can be customized by placing it on the documents folder (ent_payment_req-c-EN.html) (Customers)
• Don't let the initial balance date fall in the future relative to the system date (Customers)
• Quick Data Import verus Export: make both ends compatible (Articles)
• Manage the Credit Limit of Suppliers: warn when the limit is reached (Purchases/Enterprise)
• User login: when there are too many users to allow login, forcing it three times will log off the other users. (General)
• When the user enters a sale or quote, if the customer has no assigned salesperson, the one linked to the current user is assigned to the sale. (Sales Reps/Enterprise)
• Option to Order by ID when searching (left unchecked orders by description) (Services)
• New menu: Other Items - listing and searching the documents for text items and articles (Services)
• More detailed control of user privileges: disabling access to unit prices (Manufacturing/Enterprise)
• Possibility of describing the constituents of a given Manufactured Product in sales/logistical forms (Manufacturing/Enterprise)
• New DDS - Direct Debit System for payments (SDD/Life)
• Quote/proformas in Christal print would say "Pay Before" instead of Expiry Date (Orders)
• In version 4.5.24, two orders in one invoice: Final status of the orders might get incorrect (Orders/Business)
• VAT behavior when processing multiple orders in one invoice: incorrect total amount (Orders/Business)
• Elegance and Letter invoice form layouts: enable using the Company Text Id. instead of Company Logo image. (Invoicing)
• Improved the behavior of the logo in Elegance and Letter form layouts (for previous behavior use the template macro doclogo3 instead of doclogo100h) (Invoicing)
• Printing invoice form in PDF with two copies per page: the "Processed" message was missing (Invoicing)
• Warn the user that a Return Note should be made from the delivery instead of the invoice (Invoicing/Classic)
• Version 4.5.25 incorrectly incremented the customer ID when adding records (Customers)
• Include the previous balance in Account Statements. (Customers)
• Improved the behavior of the customer's Limit of Credit (Customers/Enterprise)
• Resolved the problem that avoided changing the family when modifying the article record (Articles/Classic)
• Start-Date for inventory transactions: the STOCK-DT0 parameter (Articles/Enterprise)
• Resolved a problem in version 4.5.22 that incorrectly update the article record when doing the Consistency Check. (Warehousing)
• Resolved problem: saving the Sale Ticket with no VAT ID (POS/POS)
• Resolved a problem saving the Sales Ticket with no VAT ID (POS/POS)
• On Macs, the PDF download file name had no extension (General)
• Extracting a PDF in Gestix in some Mac OS X Safari computers would log the user off (General)
• Version 4.5 incorrectly reported invalid VAT ID/Address on Contracts/Fees, Pending Invoice (Contracts/Light)
• User Privileges: Users that have access to Articles should also access Services (Services/Business)
• The article record was not correctly updated when entering a Bill of Materials (Manufacturing/Enterprise)
• Gestix API: enable setting the invoice's Due Date (Web Shop Invoice/Enterprise Modular)
• Gestix API: enable setting the serial number for an item (Web Shop Invoice/Enterprise Modular)
• The SAFT-PT 1.01 should correctly differentiate national customers from foreign customers regarding VAT IDs. (SAFT)
• Don't apply the PT rules for VAT ID and Address when treating foreign addresses (SAFT)
• Allow to enter a cash sale without customer information, no "final consumer" (SAFT/POS)
• Changing the status of a RMA displayed an error message (RMA/Enterprise Modular)

• Enterprise basic data Import: it's now possible to to item updates too (Articles/Enterprise)
• Web Shop Invoicing module (eCommerce - webshop) (Web Shop Invoice/Enterprise)
• Gestix API: the PDF is sent directly to the caller site in the response POST (Web Shop Invoice/Enterprise)
• Raise an alert message if an invoice or delivery note has non-valid taxes (Invoicing)
• Articles Listings: add a new Export button to generate a File-Import-compatible CSV (Articles/Enterprise)
• Enable uploading the document templates at Admin / Customer Documents (General)
• Global Scope Sales versus Customrer Sales Listing - Improved coherence when using delivery followed by invoices or delayed delivery invoices (General/Classic)
• Enable gnet-forms.cgi to to do a test post from the command line (Web Shop Invoice/Enterprise)
• When duplicating documents check the VAT taxes against the Tax Table (Invoicing)
• Tax Listing: total by nature (Articles/Services/Others) differs from Net Total (Invoicing)
• A 15 digit sequential number would not increment correctly (ex. 200900000000256) (Invoicing)
• Some invoice form layouts did not print the Shipping & Handling amount (Invoicing)
• Entering a new customer in the invoice did not allow to enter the email (Invoicing)
• Co-payer Report: include the outstanding amount separately for customer and co-payer (Invoicing/Life)
• Fiscal Listing - handle the Provisory amount (third-party - C/ de V.Exa.) (Invoicing/Life)
• Customer Record/Account/Receivable: the paid amount is not taken into account (Customers)
• Payment Request / Pedido de Pagamento not fitting one single PDF page (Customers/Business)
• The automatic invoicing for Contracts/Fees is now easier to operate (Contracts/Light)
• Wrong stock: Consignment note followed by a Return note followed by a Consistency Check (Consignments/Business)

Installing and Using Gestix

Frequently Asked Questions (FAQ)

Quick Start Manual

User Guide

Put Your Logo on Your Invoice

How to place your company´s Logo in your documents.

CRM Operations

Registering a follow up task in the Gestix software.

Backup's

How to make Backup operations.

Partial Payment

Registering a partial payment.

Credit Note from an Invoice

Registering a credit note from an invoice.

Sales Reps.

How to create sales representatives and assign documents to their file.

Projects Creation

How to create projects and assign documents to them.

Printing More Than One Document

How to print various documents together.

Technical Industry

Installation and Maintenance

Note: Gestix software is a professional system that combines robust and efficient components that involve some complexity regarding the installation. Please follow the supplied directions in detail. If in doubt, please contact us.

Quick Start Windows

Quick Start Mac

Technical Manuals

Invoice Layout

Enabling the Shipping Address in the Invoice

Web Security

Apache Configuration

Installation of the Opera Web Browser

Migrating Data

Initial Data Importing

Spreadsheet to CSV

Advanced Data Import

Initial data importing

Example of the initial data importing process.