Learning
Go to Wiise
Sales & Receivables
Getting Started
Finding your way around
Company Set Up
New Zealand
Notifications & Shortcuts
Glossary of Terms
Account Management
Adding Users
Managing Users
Administrative Tasks
System Administrators
Reporting & Insights
Set up your Dashboard
Customise your Reports
PowerBI Dashboards
New Zealand
Payroll & Employees
Setting Up Employees
Setting Up Wiise Payroll
Integrating Timesheets
ATO Compliance
New Zealand
Sales & Receivables
Customers
Orders & Invoices
Returns & Credits
Receipts
Invoices & Credits
Payments
Purchases & Payables
Vendors
Purchase Orders & Invoices
Payments
New Zealand
Accounting Practices
Budgets
Journals
Chart of Accounts
Cashflow Management
Bank Reconciliation
Approval Workflows
Month-End Processes
Year-End Close
Payment Reconciliation
New Zealand
Fixed Assets
Inventory & Supply Chain
Inventory
Sales & Unit Prices
Purchase Requisitions
Wiise Warehouse OnTime
Connected Apps & Services
Microsoft Apps
Banking
eCommerce
Other Apps
Service Management
Support, Data Security & Updates
Updates
Data Security
Microsoft Docs
Back to home
Learning
Sales & Receivables
Getting Started
Finding your way around
Company Set Up
New Zealand
Notifications & Shortcuts
Glossary of Terms
Account Management
Adding Users
Managing Users
Administrative Tasks
System Administrators
Reporting & Insights
Set up your Dashboard
Customise your Reports
PowerBI Dashboards
New Zealand
Payroll & Employees
Setting Up Employees
Setting Up Wiise Payroll
Integrating Timesheets
ATO Compliance
New Zealand
Sales & Receivables
Customers
Orders & Invoices
Returns & Credits
Receipts
Invoices & Credits
Payments
Purchases & Payables
Vendors
Purchase Orders & Invoices
Payments
New Zealand
Accounting Practices
Budgets
Journals
Chart of Accounts
Cashflow Management
Bank Reconciliation
Approval Workflows
Month-End Processes
Year-End Close
Payment Reconciliation
New Zealand
Fixed Assets
Inventory & Supply Chain
Inventory
Sales & Unit Prices
Purchase Requisitions
Wiise Warehouse OnTime
Connected Apps & Services
Microsoft Apps
Banking
eCommerce
Other Apps
Service Management
Support, Data Security & Updates
Updates
Data Security
Microsoft Docs
Sales & Receivables
Creating invoices and credit notes, and managing payments.
Customers
Set up a new customer
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
How to set up Direct Debit
Set up Direct Debit
Run an aged accounts receivable report
See more
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
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
See more
Receipts
How to record cash payments before you create an invoice
How to match a customer payment to an invoice
Invoices & Credits
Review and approve credits
Payments
Use a cash receipt journal to create direct debit payment file
