Learning
Go to Wiise
Sales & Receivables
Getting Started
Finding your way around
Company Set Up
Notifications & Shortcuts
Glossary of Terms
Account Management
User Set Up
Managing Users
Administrative Tasks
System Administrators
Reporting & Insights
Set up your Dashboard
Customise your Reports
PowerBI Dashboards
Payroll & Employees
Setting Up Employees
Setting Up Wiise Payroll
Integrating Timesheets
ATO Compliance
Sales & Receivables
Customers
Orders & Invoices
Receipts
Purchases & Payables
Vendors
Purchase Orders & Invoices
Payments
Accounting Practices
Journals
Chart of Accounts
Bank Reconciliation
Payment Reconciliation
Fixed Assets
Inventory & Supply Chain
Sales & Unit Prices
Requisition Worksheets
Inventory
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
Notifications & Shortcuts
Glossary of Terms
Account Management
User Set Up
Managing Users
Administrative Tasks
System Administrators
Reporting & Insights
Set up your Dashboard
Customise your Reports
PowerBI Dashboards
Payroll & Employees
Setting Up Employees
Setting Up Wiise Payroll
Integrating Timesheets
ATO Compliance
Sales & Receivables
Customers
Orders & Invoices
Receipts
Purchases & Payables
Vendors
Purchase Orders & Invoices
Payments
Accounting Practices
Journals
Chart of Accounts
Bank Reconciliation
Payment Reconciliation
Fixed Assets
Inventory & Supply Chain
Sales & Unit Prices
Requisition Worksheets
Inventory
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
How to import sales documents into Wiise
How to add salesperson code to sales documents
How to view the latest sales figures
Adding a customer
How to set up Direct Debit
See more
Orders & Invoices
How to create a sales invoices to request payment
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
Receipts
How to record cash payments before you create an invoice
How to match a customer payment to an invoice
