Article Contents
Introduction
When you add items to an invoice in WISK, the “Total” column represents the value of the items you’ve added at cost, without taxes. WISK uses that cost/unit for calculating inventory value and beverage/plate costs.
However, for accounting purposes, there is an “Invoice total on paper” field you can enter the full amount paid on the invoice, including any additional charges (taxes, delivery/import fees, etc.) or credits.
Note: For taxes, If your accounting software is integrated, we have a more detailed feature for tracking them. To learn more, please see:
By adding charges or credits as additional line items to an invoice, you can get the “Invoice total on paper” and the “Total” to match.
Note: In the app, this field is the "Invoice Total" that appears when you're entering the invoice details.
WISK Web Portal
Creating a Charge / Credit Reason
To begin, you’ll create reasons for why you’re adding a charge or credit to the invoice. Once they are created, they’ll appear in a list you can select from.
Open or create an invoice in the WISK Web Portal
Along the bottom of the screen, click “Add Charge” or “Add Credit”. A charge will add to the invoice total, and a credit will subtract from the invoice total
Click into the “Reason” field
Click “New charge/credit reason”
Give the charge / credit reason a title, and make sure the toggle is on the correct type. If it is a deposit, you can check the “Deposits” box.
Note: The "Deposit" checkbox has no function at this time, but may be used for reporting purposes in the future.
After adding the details, Click “Save”
The reason is added, and will appear in your list of Charge/Credit reasons.
Adding the Charge / Credit
Click “Add Charge” or “Add Credit”
Click the “Reason” field
Select from the list of reasons
Enter the quantity, and the dollar value (cost) of the charge / credit. In most cases, you’ll put “1” in the quantity, but in the case of keg/bottle returns, you may put more (See the Keg Returns section below)
After adding the quantity and dollar value, click “Add”
Note: If it's a return, enter the cost as a positive number. The system knows to subtract it from the total.
The charge/credit is added to the invoice, and the “Total” updates to reflect the charge or credit. You’ll see it appear below the items in the invoice
Add any other additional charges or credits to the invoice. Once they are added, the “Invoice total on paper” and “Total” fields will match
Keg Returns
Sometimes on your invoices, you’ll receive a credit for any empty kegs that are returned to the distributor. You can track these by adding a credit to your invoice.
To add a keg return deposit:
Click “Add Credit”
Click “Reason”
Click “New credit reason”
Give the return an appropriate name, then check the “Deposit” box and click “Save”
Select the Keg Return from your list of credit reasons
Add the quantity (the number of kegs being returned), and their value, then click “Add”
Note: Remember to enter the cost as a positive value, it will be subtracted automatically
The credit is applied to the invoice. You’ll see the “Total” value change, and that the credits have been added
Mobile App
Creating a Charge / Credit Reason
To begin, you’ll create reasons why you’re adding a charge or credit to the invoice. Once they are created, they’ll appear in a list you can select from.
Open or create an invoice in the mobile app and tap “Proceed to current scans”
Tap the “Charges & Credits” tab
Tap either the “Add charge” or “Add credit” button depending on what you want to create. A charge will add to the invoice total, and a credit will subtract from the invoice total.
Tap the “Reason” field
If no reasons for a charge/credit have been added to your venue already, there won’t be anything to select. Tap “Manage reasons” to add a new reason.
Tap the “+” button on the top right of the screen
Give the charge / credit reason a title, and make sure the toggle is on the correct type. If it is a deposit, you can tap the “Deposits” box. When finished, tap “Save”
Note: The "Deposit" checkbox is for a report feature that will be coming soon.
The reason is added, and will appear in your list of Charge/Credit reasons
Adding the Charge / Credit
Tap “Add Charge” or “Add Credit”
Tap the “Reason” field
Select from the list of reasons
Enter the quantity, and the dollar value of the charge / credit. In most cases, you’ll put “1” in the quantity, but in the case of keg/bottle returns, you may put more (See the Keg Return section below)
After adding the quantity and dollar value, tap “Save”
The charge/credit is added to the invoice, and the “Total” will update to reflect the charge or credit.
Add any other additional charges or credits to the invoice as needed and submit the invoice.
Keg Returns
Sometimes on your invoices, you’ll receive a credit for any empty kegs that are returned to the distributor. You can track these by adding a credit to your invoice.
To add a keg return credit:
On the Charges & Credits tab, tap “Add Credit”
Tap “Reason”
Create a new credit reason by tapping “Manage reasons” and then the “+” button.
Give the return an appropriate name, then toggle “Deposit” on and tap “Save” at the bottom of the screen
Select Keg Return from your list of reasons
Add the quantity (the number of kegs being returned), and their value (per unit), then tap “Save”
The credit is applied to the invoice. The value of the credits are subtracted from the Invoice total.