There are multiple ways to reverse an invoice
- Option 1: reverse an invoice before the end of the day,
- Option 2: reverse an invoice from the customer history,
- Option 3: reverse an invoice from the Archives.
See also related FAQ
- Option 4: Modify a closed invoiced : add or remove an item,
- Option 5: Modify/reverse payment on an invoice before the End of the Day.
OPTION 2 : Reverse an invoice before the end of the day
Step 1 Finding the invoice to cancel
- Go to "Point of Sale",
- Click on the "Spyglass" icon (top right),
- Select the Step :"Invoiced",
- Find the invoice that you wish to credit, by choosing the step "Invoiced",
- Click on the green "$" sign which can be found in the bottom right corner,
- GEM-CAR will automatically take all necessary information (name of the customer, vehicle, items) and transfer it to a new estimate under the same customer but with negative qty and total amount),
NOTE : Click on the "Printer Icon" to view the invoice to validate payment
Step 2 Applying payment for the reversed invoice
- You can also change the date of the invoice to match the initial invoice by editing the "Invoice Date field",
- Changing the date of the invoice will be reflected in your monthly sales report, let your accountant know ( is month might be closed ),
- Select the payment method,
- Credit the invoice by clicking the "Printer" icon or the green "$" icon (invoice without printing).
NOTE: It is very important to credit the invoice using the same payment method. Otherwise your "End of day" will not balance.
OPTION 2 : Reverse an invoice from the customer history
Step 1: find a customer/vehicle related to the invoice to cancel
- From the point of sale,
- Search for a customer and select the vehicle,
- Click on the history button.
Step 2: Search for invoice in the history
- Find the invoice that you wish to cancel and click on it,
- Click on the "Printer Icon" to view the invoice to validate payment and the date,
- Click on the green "$" sign which can be found in the bottom right corner,
- GEM-CAR will automatically take all necessary information (name of the customer, vehicle, items) and transfer it to a new estimate under the same customer but with negative qty and total amount),

Step 3: reverse the payment
- You can change the date of the invoice to match the initial invoice by editing the "Invoice Date field",
- Changing the date of the invoice will be reflected in your monthly sales report, let your accountant know ( is month might be closed ),
- Select the payment method,
- Credit the invoice by clicking on the "printer" or the green "$" icon to close the invoice without printing.
NOTE: It is very important to credit the invoice using the same payment method. Otherwise your "End of day" will not balance.
OPTION 2 : Reverse an invoice after the end of the day
- Repeat Step 1, by in the searching in the Archives, click on "Archives" button.
