Use a sales journal  

Why use a sales journal? 

A sales journal in Wiise serves as a method to record, confirm, and post sales transactions, assisting in the management of customer accounts, ledger updates, and maintaining up-to-date financial records. It is often used when documents like sales invoices or CR/Adj notes are not necessary for customers and for noting adjustments like debt write-offs in customer accounts.  

How to use a sales journal? 

1. Search for Sales Journals in the top right-hand corner of the page. Select the relevant link. The page displays.  
   
   Note: You can select a related sales journal batch or create a new batch template.  
2. Select a new row to enter your sales journal entries.  
   
   1. Enter the Posting Date.  
   2. Select the Document Type you’re creating. You can create an invoice, refund, payment, CR/Adj note, finance charge memo or a reminder.  
   3. Assign a Document No., that matches your customer’s external document reference. This could be a matching invoice number.  
   4. Identify the Account Type. When you select a customer, you’ll need to identify which customer from Account No.  
   5. Provide a sales journal transaction Description.  
   6. Enter the Amount of the transaction.  
   7. Select the Bal. Account Type. This can be a G/L Account or a Bank Account.  
   8. Enter the Bal. Account No. 
   9. Fill in additional fields, such as dimensions if your set up requires them.  
3. Review all the entries you’ve made for accuracy.  
4. Select Home, then, select Post.  
5. Select Yes, to confirm the posting.   
6. You’ve used a sales journal to post your sales transactions.  
   
   

What’s next? 

Find out how to send customer statements.  

If you have any questions, please reach out to support@wiise.com