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Sales & Receivables

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

See more

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 match a customer payment to an invoice

How to record cash payments before you create an invoice

How to add salesperson code to sales documents

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

See more

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

See more

Invoices & Credits

Set up Customer Specific Pricing and Discounts

Sales Journals

Set up and Post a Cash Receipts Journal

Use a cash receipt journal to create direct debit payment file

Use a sales journal