Subdivide a Sale

It may happen that you need to create an invoice only for a part of a sale and not the entire sale. In GEM-CAR, the term used is "To Subdivide" a sale.

We will show you how to Subdivide a sale and then create an invoice covering only a portion of it.

If you need to create an invoice that only represents a portion of a sale, you must Subdivide it, based on the items you wish to invoice immediately. GEM-CAR will automatically create a new sale containing the non-invoiced items from your original sale.

So, we will first Subdivide a sale in order to create an invoice only for a part of it.

In the Point of Sale, click on Actions > Subdivide, located at the bottom of the page, between the History and Delivery buttons.

Item 1 of the sale is ready to be invoiced and delivered immediately. We will therefore Subdivide the sale to create an Invoice for that item only.

Note: When you hover over the button, which appears at the bottom right of the screen, you’ll notice that GEM-CAR already indicates that you will need to identify the items that won’t be invoiced immediately and will need to be transferred to a new sale.

We will proceed by clicking on the Subdivide button, and GEM-CAR will then open a related window: Partial/Progressive billing.

In this example, we will select partial billing, but progressive billing allows you to spread payments over specified times and amounts:

Then click Confirm on the option that best suits your needs. A confirmation window will appear with the following message: “Are you sure you want to proceed? This action is irreversible.” Then click Yes.

GEM-CAR will then generate a new sale containing only the selected items. If you click the Subdivide button again, the sale details will be displayed:

Since the newly generated sale is the one we want to invoice. Once inside the estimate, use the F4 key or click on Payment in the bottom right corner. The amount will only cover the selected invoice. Then click Send.

The invoice will appear in the Documents tab of that sale.

If you return to the original sale that was subdivided and click on Subdivide, you will see that the linked sale now appears as invoiced.