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Sales & Receivables

Sales & Receivables

Creating invoices and credit notes, and managing payments.

Customers

Set up your customer for Direct Debit

Create a sales quote

How to import sales documents into Wiise

How to add salesperson code to sales documents

How to view the latest sales figures

Set up Direct Debit

Run an aged accounts receivable report

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Orders & Invoices

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

Add a blanket sales order

Set up a sales order with a location with warehouse pick option enabled

Set up a sales order

Create a sales order on a location with an inventory pick option

Set up a simple sales return order

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Returns & Credits

Raise a credit note using the Cancel action

Raise a credit note using the Correct action

Raise a credit note using the Corrective Sales CR/Adj note action

Review credit limits for customers

Write off a bad debt

Provide for bad debts

Create a sales credit note

Create a sales credit note from a posted sales return order

Set up a sales return order for a location with require pick and put-away enabled

Set up a sales return order with require receive option enabled

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Receipts

How to record cash payments before you create an invoice

How to match a customer payment to an invoice

Set up and Post a Cash Receipts Journal

Set up and Post a Cash Receipts Journal

Invoices & Credits

Review and approve credits

Set up a sales invoice

Credit application for customers

Payments

Use a cash receipt journal to create direct debit payment file

Use a sales journal