Learning
Go to Wiise
Sales & Receivables
Getting Started
Finding your way around
Company Set Up
Setting up bank feeds
Notifications & Shortcuts
Glossary of Terms
Wiise Academy
Account Management
Administrative Tasks
User Set Up
Adding Users
Administrators
Reporting & Insights
Set up your Dashboard
Customise your Reports
PowerBI Dashboards
New Zealand
Payroll & Employees
About Wiise Payroll
Setting Up Wiise Payroll
Set up Wiise Payroll Users
Setting Up Employees
Integrating Timesheets
Rostering
EOFY
Process Pay Run
Superannuation
New Zealand
Sales & Receivables
Customers
Sales Orders & Invoices
Sales Returns & Credits
Invoices & Credits
Sales Journals
Purchases & Payables
Vendors
Purchase Orders & Invoices
Purchase Returns & Credits
Payments
Purchase Journals
New Zealand
Accounting Practices
Wiise Academy
Budgets
Journals
Chart of Accounts
Cashflow Management
Bank Reconciliation
Payment Reconciliation
Approval Workflows
Month-End Processes
Year-End Close
New Zealand
Fixed Assets
Set up Fixed Assets
Purchase Fixed Assets
Depreciate Fixed Assets
Dispose Fixed Assets
Report Fixed Assets
EOFY Fixed Asset Procedures
Inventory & Supply Chain
Inventory
Advanced Warehousing
Sales & Unit Prices
Wiise Purchase Approvals
Wiise Landed Cost
Supply Planning
Wiise Warehouse OnTime
About OnTime
Basic Warehouse
Advanced Warehouse
Connected Apps & Services
Microsoft Apps
Banking
Other Apps
Power BI
Service Management
Support, Data Security & Updates
General
Updates
Data Security
Microsoft Docs
Back to home
Learning
Sales & Receivables
Getting Started
Finding your way around
Company Set Up
Setting up bank feeds
Notifications & Shortcuts
Glossary of Terms
Wiise Academy
Account Management
Administrative Tasks
User Set Up
Adding Users
Administrators
Reporting & Insights
Set up your Dashboard
Customise your Reports
PowerBI Dashboards
New Zealand
Payroll & Employees
About Wiise Payroll
Setting Up Wiise Payroll
Set up Wiise Payroll Users
Setting Up Employees
Integrating Timesheets
Rostering
EOFY
Process Pay Run
Superannuation
New Zealand
Sales & Receivables
Customers
Sales Orders & Invoices
Sales Returns & Credits
Invoices & Credits
Sales Journals
Purchases & Payables
Vendors
Purchase Orders & Invoices
Purchase Returns & Credits
Payments
Purchase Journals
New Zealand
Accounting Practices
Wiise Academy
Budgets
Journals
Chart of Accounts
Cashflow Management
Bank Reconciliation
Payment Reconciliation
Approval Workflows
Month-End Processes
Year-End Close
New Zealand
Fixed Assets
Set up Fixed Assets
Purchase Fixed Assets
Depreciate Fixed Assets
Dispose Fixed Assets
Report Fixed Assets
EOFY Fixed Asset Procedures
Inventory & Supply Chain
Inventory
Advanced Warehousing
Sales & Unit Prices
Wiise Purchase Approvals
Wiise Landed Cost
Supply Planning
Wiise Warehouse OnTime
About OnTime
Basic Warehouse
Advanced Warehouse
Connected Apps & Services
Microsoft Apps
Banking
Other Apps
Power BI
Service Management
Support, Data Security & Updates
General
Updates
Data Security
Microsoft Docs
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
