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Q. What is the Requester Name/ Customer Contact field for non-PO invoicing?: 000003642

Article Number: 000003642

The Contact/Requester Name/Approver field is typically required when creating a non-po invoice. This tells your customer the name of the buyer you work with, and the reason for the invoice.

1 -  From the non-po invoicing screen, enter the name or email address of your buyer contact.

  • The field may be called Requester Name, Contact, Buyer, etc. depending on your customer.
 

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2 - When you enter their name or email address, some customers have a pre-populated list of contacts you can select from. 

  • If it does not load a list, feel free to enter the full name or email address of your buyer contact as this means the field is not linked to a contacts database.
 

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3 - If you are not able to find the correct contact from the list, try the following:

  • To search for John Smith by first name, enter: John *
  • To search for John Smith by last name, enter: * Smith
  • If you are not sure if it's Johnathan Smith, enter: John* (no space)

4 - If you are still not able to find the name of your contact, please contact your customer directly to report the issue.


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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. What is my vendor number?: 000003517

Your vendor information is accessible under My Details in the portal.

Q. Why was my invoice rejected/voided?: 000003526

Your customer may leave a reason why an invoice is rejected, incomplete, voided and or a reason for other available statuses. It may also show you what stage of approval your invoice is in.

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

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

Q. How do we change user access to our account?: 000008655

Information on how to manage user access to your Taulia accounts.

Q. How do I assign branches to our portal users?: 000008574

Branch permissions allow account admins to give access to specific data in the portal.

Q. How do I contact my customer through the portal?: 000003470

Use the "Send Message" option to quickly contact your customer through the portal!

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