Receivables

Overview

Receivables in Tailwind represent revenue, and are contained within an Order/Invoice.

A searchable list of all receivables in the system is available in the Receivables List, while individual receivables are stored in a Receivable Record.

Receivable types are defined as Receivable Charge Types, which are editable through the System Configuration.

Common Tasks

Accessing Records

• HOWTO: Search for Receivables
• HOWTO: Use Customizable List Templates for searching Receivables

Creating and Modifying Records

• HOWTO: Add Receivables to an Order
• HOWTO: Create a New Receivable Charge Type
• HOWTO: Edit an Existing Receivable Amount

Operational Tasks

• HOWTO: Adjust an Invoice that has been Posted, Paid or Exported to Accounting
• HOWTO: Generate a Customer Invoice
• HOWTO: Print A/R Aging
• HOWTO: Receive Customer Payment

Best Practices

• Data Entry Standards
• Accounting Synchronization Recommendations