Get paid faster with professional invoicing
Create branded invoices, track payments, monitor aging and manage credit notes — all from one place. WisoBooks automates the busywork so you can focus on your business.
| Invoice # | Customer | Date | Total | Due | Status |
|---|---|---|---|---|---|
| INV-0042 | Acme Corp | 28 May 2025 | $3,450.00 | $0.00 | Paid |
| INV-0041 | TechFlow Ltd | 25 May 2025 | $1,280.00 | $780.00 | Partial |
| INV-0040 | BuildRight Inc | 22 May 2025 | $5,900.00 | $5,900.00 | Overdue |
| INV-0039 | RetailPro | 18 May 2025 | $890.00 | $0.00 | Paid |
| INV-0038 | Globex Inc | 15 May 2025 | $2,100.00 | $2,100.00 | Draft |
Turn invoices into payments, faster
Send professional invoices, track aging, and automate follow-ups. A rounded, modern experience builds trust with your customers.
Professional invoices in under 60 seconds
Your brand, your terms, sent instantly. Customers pay faster when invoices look professional and arrive on time.
Create and send invoices in seconds
WisoBooks makes invoicing effortless. Add line items, apply tax and discounts, set payment terms and send — all in a clean, modern interface.
- Customisable invoice templates with your logo and colours
- Auto tax calculation with multiple tax rates and tax groups
- Line-level and invoice-level discounts
- Configurable payment terms (Net 30, Net 60, custom)
- Multi-currency support with automatic conversion
- Custom number formats (e.g., INV-2025-0001)
- PDF generation and direct email delivery

Track payments and aging in real time
Record partial or full payments against invoices. See aging buckets (Current, 1-30, 31-60, 61-90, 91+ days) at a glance.
- Record partial payments, full payments, void payments
- Automatic invoice status updates (Draft, Sent, Partial, Paid, Overdue)
- Aging summary and aging detail reports
- Outstanding and overdue invoice reports
- Customer statement generation
- Payment forecast report
| Customer | Current | 1-30 | 31-60 | 61-90 | 91+ | Total |
|---|---|---|---|---|---|---|
| Acme Corp | $1,200 | $800 | $0 | $0 | $0 | $2,000 |
| BuildRight | $0 | $0 | $3,400 | $2,500 | $0 | $5,900 |
| TechFlow | $780 | $0 | $0 | $0 | $0 | $780 |
Credit notes, refunds and returns
Issue credit notes for returned goods or pricing adjustments. Apply credits against outstanding invoices or process direct refunds.
- Create credit notes from invoices or standalone
- Apply credits against any outstanding invoice
- Process customer refunds with audit trail
- Sales returns with inventory adjustment
- Auto journal entries for all credit transactions
| Credit Note # | Customer | Total | Status |
|---|---|---|---|
| CN-0012 | Acme Corp | $450 | Applied |
| CN-0011 | TechFlow | $200 | Open |
12 sales reports at your fingertips
Get a complete picture of your sales performance. Filter by customer, item, category, warehouse, date range and more.
- Sales Summary — total sales over any period
- Sales by Customer, by Item, by Category, by Warehouse
- Invoice Details — every invoice with line items
- Invoice Aging Summary & Aging Detail
- Customer Credit Notes report
- Sales Tax report & Sales Growth Trend
From invoice to payment — automated
Send professional invoices, track payments, and chase overdue balances — all from one place. WisoBooks handles the accounting automatically.
- Send invoices via email with PDF attachment
- Record partial and full payments with one click
- Auto-aging updates overdue invoices daily
- Customer statement generation for follow-ups
