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Tailwind invoice template for Sales

in this video we will learn how to do our invoicing once an order is complete once all of its shipments have been dispatched and delivered it will appear in the invoicing list here on the administration side of tailwind from the invoice list you can send the invoice to a customer and post it into the system to away payment if you want proofs of deliveries to be sent with the invoice then you will need to do that first that can be done through our tools menu using the PIO d import tool the invoicing list will show all completed and delivered orders that have not yet been posted like all lists in tailwind you can search the or you can search the list in order to pull up a specific order or set of orders clicking on the open' button next to any invoice will allow you to see the invoice order details this is the easiest way to double check the invoice making any last changes auditing and editing the revenue allowing you to add en SS oriole charges if needed or even print a copy of the invoice for your records you can post individual invoices from within the invoice record using this post button at the top of the list you can also post multiple invoices in one go using some buttons across the top here first of all we'll talk more about individual so when you open an order check the revenue the expenses you've got you're good with it you want to post this and send the invoice to the customer right here you can post it which will ask for the post date the post date is important because it's the date you want to recognize the sale to your company a very common setting and transportation is to post your invoices to the delivery date that's the date you completed the sale for your customer posting an invoice will lock down the invoice details and remove it from this list so that you know any order that resides here in this invoicing list has not been posted nor sent to the customer once an invoice is posted it will migrate to the receivables list or will stay for historical data purposes when you post an invoice as we just saw let's go back in there for a quick moment when you post an invoice you are given two options posting the invoice only or post the related expenses posting the invoice will only post the revenue from the order invoice in question posting invoices with expenses will post any related expenses as bills such as driver pay this can be a time-saving tool but does not give you the option of editing your bills before posting them outside carrier bills will need additional information such as the carrier invoice number so this might not be the best practice on invoices with related carrier expenses however it can be useful when the expenses related to company driver pay or Commission sales staff pay as this will allow you to post the invoice and the related bills in one step now while you can post and send individual invoices by again opening them using the post button and then the print button you have the ability to email your invoice or print your invoice you can also do your invoicing from this main screen after you've audited and edited each load that you want to process you can switch some toggles on and you have some buttons across the top here let's review what these will do for you transmitted simply means print or send now we need to review the customer record here for a quick moment when you set up your customers I'm navigating to my customer record mugs and bowls you had the opportunity to set the customer up as to how they want to receive their invoices and when you did you also signified the email address that receives those invoices so the system on the invoicing screen will transmit mugs and bowls invoice for example by email so the transmitted will either print or email the invoice to your customer dependent upon the setting you have on the customer record so once you've approved invoices you can use just the transmit button which will do just that it will allow you to send the invoice to your customer either by email or by printing the invoice or you can post only or you can do both functions in one step a transmit and post now a small note here on posting posting is moving on record from a live status into a financially recognized posted order or bill in your database and once it's posted invoices will remove from the invoicing screen bills will remove from the bill posting screen and they will reside forever for historical data purposes either in receivables or the payable screen receivables will hold all of your invoices and invoice payments receive from your customers while the payable screen will hold all bills and bill payments issued out to your vendors once the invoice is posted it's simply a matter of waiting for the customer to pay the invoice at which point you may want to make use of our incoming payment wizard located under our Tools menu and we have a comprehensive learning document on that one as well great thanks so much