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Q. Why am I unable to create an invoice?: 000003605

Article Number: 000003605

The ability to create an invoice depends on the platform features your customer has enabled. There are two main reasons why you may not be able to create an invoice:

1 - Your customer does not offer electronic invoicing through Taulia.

  • If your customer does not offer electronic invoicing through Taulia, it typically means that you submit invoices to your customer like you do today. Taulia can then be used to track the status of your invoices or request early payment. Check the Custom FAQ section from your account homepage to confirm how Taulia is supposed to be used for your customer.
 

2 - You have a read-only user role.

  • If you know your customer offers electronic invoicing through Taulia but you are not able to create an invoice, it's possible that you have a read-only user role. Please contact your account admin to update your role if needed. For additional assistance regarding what you can do in your account, contact Taulia Support.
     

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TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. How do I enable/disable the auto-acceptance of Early Payments Offers? (Cashflow™): 000003181

Learn how to turn on Cashflow™, a feature that enables you to automatically receive early payments after invoice approval by customers in exchange for a percentage.

Q. How do I change my Taulia account's email address?: 000003383

You can update the email address that you use to access Taulia.

Q. What is the Invoice Upload feature?: 000008598

Invoice Upload allows you to easily submit multiple invoices at once through the Taulia platform by uploading a csv or xls file of the invoice and line item data.

Q. My invoice is showing an Incomplete status.: 000003529

When an invoice is returned with an "Incomplete" status, it means the invoice did not pass some validation rules set by your customer.

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

AR Financing Receivables Invoice Upload: 000010700

Easily upload new invoices to Taulia for AR financing.

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