Invoicing

When an order has been dispatched, and all of the locations on the Route Plan of the dispatch have been marked as “Arrived” and “Departed”, the system will consider the order delivered and will send the order over to the Administration side of the program where it will sit on the Invoice list waiting for completion.

By using the ‘Invoicing’ module within the ‘Administration’ section of Tailwind, you can see a list of all the invoices that are ready to be posted at a glance. As with the other modules within Tailwind, you can apply existing filters (or even create new filters) to make navigation of your invoices quicker and easier. All outstanding invoices that meet the applied filter criteria will populate the list, as in the image below: 

Invoices can be then be selected and posted. You can select multiple invoices at the same and apply the same actions. There are three options, located at the bottom right-hand side of the module:

  1. Transmit Only – print a copy, email a copy, or send a copy of the invoice by EDI
  2. Post Only – post the invoice but not print it.
  3. Transmit & Post – print a copy, email a copy, or send a copy of the invoice by EDI and then post all checked orders

When you choose ‘Post Only’ or ‘Transmit & Post’ you will get a pop up asking for the post date and also whether you would like to post related bills automatically.  Related bills are those payables that you have incurred to move the load. They could be incurred by a company truck (driver wages), by an owner operator (vendor costs), or by an outside carrier (for freight brokers). You can choose to post the related bills now, or you can post those separately. That process will be described in the “Bills/Payables” documentation.

Once an invoice has been printed and posted, the revenue will now move over to “Receivables” and await payment.