Reverse/cancel an invoice on a closed/printed invoiced

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.