Reverse an Invoice

Occasionally, you may need to reverse a sale, that is, issue a credit equivalent to the full amount of the original invoice previously created for that sale. You will see how simple and easy it is, in GEM-WORK, to perform this operation in just a few clicks. There are two possibilities: in the Point of Sale and in the Sales tab.

1. In the Point of Sale

You can access the Point of Sale by pressing F1 or from the Point of Sale tab in the menu on the left.

At the Point of Sale, click on the magnifying glass at top right, next to Estimate#.

In the Type field, top left of the page, select Invoices in the search window. Select the invoice you wish to reverse.

Once your listing is displayed on the screen, locate the Actions > Reverse button, the one with the recycling symbol, at the bottom right of the page.

When you click on the button, GEM-WORK will ask you to confirm the action: ''Are you sure you want to reverse this sale?''.

Click on Yes.

GEM-WORK will immediately duplicate the original sale, but with negative quantities.

The two sales are perfectly identical, except that in the sale number 1263 you've just created, you'll find the "-" sign in front of the number entered in the Quantity field on each of the lines presenting the products or services forming the subject of the sale is negative.

All billable amounts on this sale will also be negative, as will the subtotal, applicable taxes and total. Click on Payment at the bottom right of the screen. Check the amounts and click on Send.

Then, after requesting and obtaining your confirmation, GEM-WORK will create for you invoice number 1095, which is the reversal of your original invoice number 1094. It will be filed in the Documents tab of the file.

2. In the Sales Tab

In the menu on the left, click on Sales > Sales to display the Sales list.

To reverse an invoice, start from the invoice number. If it's an invoice created from a very recent sale, and which appears on the page you have on screen, simply click on the corresponding line to bring the sale in question to the screen.

If you don't see the number of your invoice to be reversed on the screen, and you don't want to have to scroll down pages and pages to find the sale from which this invoice to be reversed was created, the alternative method is to search by the number of the invoice to be reversed.

If the search field is not already open, click on the yellow button with the magnifying glass in the top right corner of the screen to bring it up. Now click on the line to bring sale to the screen.

Once your listing is displayed on the screen, locate the Actions > Reverse button, the one with the recycling symbol, at the bottom right of the page.

When you click on the button, GEM-WORK will ask you to confirm the action: ''Are you sure you want to reverse this sale?''.

Click on Yes.

GEM-WORK will immediately duplicate the original sale, but with negative quantities.

The two sales are perfectly identical, except that in the sale number 1263 you've just created, you'll find the "-" sign in front of the number entered in the Quantity field on each of the lines presenting the products or services forming the subject of the sale is negative.

All billable amounts on this sale will also be negative, as will the subtotal, applicable taxes and total. Click on Payment at the bottom right of the screen. Check the amounts and click on Send.

Then, after requesting and obtaining your confirmation, GEM-WORK will create for you invoice number 1095, which is the reversal of your original invoice number 1094. It will be filed in the Documents tab of the file.