WiseInvoice - Sales Invoices

Sales Invoicing in the System

The greatest benefit of the sales invoicing side is achieved when it operates in conjunction with the contract portfolio, and the system automatically generates scheduled invoices that are sent to customers. This assumes that the contract information is correct and up-to-date. Naturally, the system also allows for the creation of individual sales invoices manually. The allocation of payments to incorrect invoices is designed to be user-friendly and requires only a few clicks. Even a person inexperienced in routine financial tasks can learn it quickly.

The main page for sales invoices in WiseEconomy includes a sales invoice summary. This summary allows the user to effortlessly monitor the invoicing situation for the current month and the entire year.

On the main page for sales invoices, you can see:

• Unpaid Invoices (including all open invoices)
  
• Overdue Invoices
  
• Invoicing for the Current Month
  
• Invoicing for the Current Year
  
• Invoices that Failed to Send
  
• Orphan Payments (unallocated payments)

The main page for sales invoices also displays received payments to be reconciled. With one click, you can view the invoice and its payments. The payments to be reconciled are visible immediately, and there is no need to search for or load separate lists to find them in the system.

The sales invoice section in WiseEconomy is divided into four different tabs:

• Sales Invoices
  
• Invoicing Settings
  
• Accounting Report
  
• Payments

Sales Invoices

Clicking the Sales Invoices tab generates a list of all invoices. Invoices can be browsed using various search criteria, such as invoice number, customer name, invoice date, or amount.

Invoicing Settings

Invoicing settings contain necessary information for the system's operation, such as bank account details and information required for sending and receiving electronic invoices via Maventa, as well as details for automatic reminders.

Accounting Report

The accounting report for invoicing creates a clear report of all sales invoices for a specified period. The report includes detailed information such as VAT and an accounting summary.

Payments

All incoming payments to the system are displayed on their own tab (reference payments, payments made through the cash register, and payments made from the administration side).