Invoices

Overview

Orders/Invoices capture the customer, shipment information and charges that will later equate to an invoice transmitted to the customer.

The terms Order and Invoice can be used interchangeably within Tailwind, the only difference being the stage at which the record is being described. Before an Order/Invoice has been fully delivered, it is typically referred to as an Order and appears in the Order List. Once an order has been fully dispatched it is typically removed from the Order List and moved to the Invoicing List, which is essentially the handover from Operations to Administration.

Individual Orders/Invoices are stored in the Invoice Record, and a comprehensive listing of live orders can be found in the Order List, while orders that are ready to be invoiced can be found in the Invoicing List

Common Tasks

Accessing Records

• HOWTO: Search for Orders/Invoices
• HOWTO: Open an Order/Invoice by Order Number
• HOWTO: Use Customizable List Templates for searching Order/Invoice records

Creating and Modifying Records

• HOWTO: Create a New Order
• HOWTO: Cancel an Order
• HOWTO: Edit an Existing Order
• HOWTO: Add Receivable Charges to an Order
• HOWTO: Create a New Template

Workflow

• HOWTO: Send an Order to Invoicing
• HOWTO: Post an Invoice
• HOWTO: Generate a Customer Invoice

Best Practices

• Data Entry Standards
• Workflow Standards