The Invoices page in Wisenet allows you to view and manage all invoices created in Wisenet through Stripe or the PayGate payment pathway.

Once you familiarise yourself with how to search and view invoices, the Manage Invoice section below shows how the Invoice list can be used for reporting and reconciliation.

PLEASE NOTE! You can view individual invoices per Learner from the Learner > Finance page. The steps and instructions in this learn article are written to help you if you wish to see a list of all invoices. You can click on the Learner name from the invoices page to navigate to the individual Learner > Finance page.

A Debtor is either a Learner or a Workplace under the Invoices table.

1

Search for an Invoice

1. Navigate to LRM > Finance
2. The Invoices page should open by default, otherwise, on the Left Navigation Bar, click on Invoices

A list of all your invoices appears on the Invoices page. Depending on how many invoices are listed on the page, for example, if you have less than 20 invoices, it may be quicker to scroll through the list on the page to find the relevant invoice.

Otherwise, follow the guidelines below on how to search for an invoice.

The Search Bar

Use the Search Bar to search by:

• • Debtor
  • Invoice Number
  • Reference

The Sort By function

Use the Sorting arrows next to a column header to sort by that column.

Filters

Add one or more Filters to filter the list of Invoices:

1. 1. Click + Add Filter
   2. From the list provided, select as many fields you want to filter by
   3. Click Done when ready
   4. Optional: Click on the filter icon to save a filtered view.

LEARN MORE: Invoices Filtered Lists Use Cases and How to Export Filtered Lists

2

View Invoices

View more details from your search results:

1. Click on the Debtor to open the Learner or Workplace profile page
2. Click on the Invoice Number to open the Invoice Details page
   • Additional quick details that are also visible on the Invoice table, on the Invoice Details page you will see:
     • An Invoice Summary section showing the billing items
     • A Logbooks section showing all logbook activities linked to the relevant invoice, i.e. Email sent, File Notes, Documents, etc.
       • Clicking on a logbook item will open a drawer with additional information about the logbook entry.
     • A Timeline section showing the date and time logged for when the invoice was:
       • Scheduled
       • Issued
       • Paid
       • Logbooks

3

Manage Invoices

You can also manage invoices using the Resend Invoice functionality apart from the ability to open and view an invoice from the Invoices page.

Resend Invoice

Once you have searched and found the invoice you want to resend from the Invoices Table, click the Resend icon in the Action column.

An email will be sent with the Invoice link for the recipient to view on the Invoice App.

Export invoice data

Export selected invoice records using the Data Export feature.

Next Step

Insight: Receiving and Viewing Invoices on the Invoice App