Sales & Receivables
Creating invoices and credit notes, and managing payments.
Customers
- Set up a new customer
- Manage customer contacts
- Manage customer addresses
- Set up customer payment terms
- Set up your customer for Direct Debit
- Set up Direct Debit
- How to import sales documents into Wiise
- How to view the latest sales figures
- Set Up a Customer Template
- Set Up Approval Workflows for Sales Documents
Sales Orders & Invoices
- Set up a sales quote
- Set up a sales order
- Set up a simple sales return order
- Set up a sales order on a location with an inventory pick option
- Set up a sales order with a location with warehouse pick option enabled
- Add a blanket sales order
- Set up a sales invoice
- How to create an invoice to receive sponsorship funds
- How to create an invoice for a grant
- How to record a customer payment before you send the invoice
- How to record cash payments before you create an invoice
- Block a Customer Temporarily for Sales Orders
- Use the Copy Document Feature for Sales Orders
- Update a Sales Order
- Use Sales Prepayments
- Process Partial and Multiple Shipments for Sales Orders
Sales Returns & Credits
- Set up a sales return order with require receive option enabled
- Set up a sales return order for a location with require pick and put-away enabled
- Create a sales credit note from a posted sales return order
- Raise a credit memo using the Cancel action
- Raise a credit memo using the Correct action
- Raise a credit memo using the Corrective Sales Credit Memo Action
- Credit application for customers
- Review credit limits for customers
- Review and approve credits
- Set up a sales credit memo
- Write off a bad debt
- Provide for bad debts