Introducing Finances
Introducing the Finance Tab in Wisenet.
Navigate to LRM > Finance to manage all finance features.
Learn how to export your finance records using the Data Export feature.
Finance Settings
Finance Settings is a one-time step to complete before you can start using any of the related features.
This is where you set up your trading account details; customise how your finance features will look, i.e. your Quote Email Template, and add additional details such as your default currency and terms and conditions.
LEARN MORE: Finance Settings
Invoices
Invoices in Wisenet is an online feature that allows you to process and issue online invoices for Learner and Course Enrolments from within the Wisenet application.
When a Learner / Course Enrolment receives an invoice, they view and pay the invoice online and can download a PDF version of the invoice as a copy.
Export selected invoice records using the Data Export feature.
LEARN MORE: Online Invoices
Payments
A log of payments made against an invoice is visible in Wisenet under the Finance > Payments section.
Use the filter and/or quick search functionality on the Payments page to view Payment Details.
Export selected payment records using the Data Export feature.
LEARN MORE: Introducing Payments
Quotes
Wisenet’s Quotes feature enables you to create, issue, and invoice quotes.
Issuing a quote will email the quote to the customer. The customer can view the quote online and accept/decline instantly. Convert accepted quotes to invoices quickly and easily.
Export selected quote records using the Data Export feature.
LEARN MORE: Quotes