Loader

Taulia experience center

SUPPLIER SUPPORT SERVICES

What are suppliers currently asking Taulia?

TAULIA SUCCESS GUIDE

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

GET PAID EARLY

Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.

I would like to:

What is Taulia

We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

Support Policies

Taulia Support and the entire Technical Services team is dedicated in helping you succeed. To do that, we have policies in place to show our unwavering commitment to you. Take a moment to read through our support policies to learn more.

We’re here when you need us.
Contact Support

Home /

Support Topic

Allianz - How do I create a non-PO based invoice (eForm)?: 000006417

Article Number: 000006417
Follow the steps below to create a non-po invoice for Allianz:

1 - From the portal homepage, select Create Invoice.

User-added image

2 - Enter the following invoice header information:

-Invoice Number
-Invoice Date
User-added image

3 - Edit the line item Description, Unit, Quantity, Unit Price that you need to invoice.

Note - To add additional line items in the invoice, select Add Line. Also, if items are highlighted red, means they are required to be filled out.

User-added image


5 - Select Upload Attachment to attach supporting documentation to your invoice. You can also add an Invoice delivery note and a comment for your customer.

User-added image

7 - Select Submit Invoice. Once the invoice is submitted, you can track the status by going to the My Invoices section of the portal.

Was this article helpful?

   

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. I am getting an exceeds open value invoice error : 000003473

This invoice error means the invoice you submitted for processing is over the value of the PO.

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Q. How do I use Cash Planner?: 000003166

Use Cash Planner to get paid early on your approved invoices.

Q. I cannot log into the platform.: 000003429

There are 4 common reason why you cannot log into the platform.

Q. How do I merge/combine my Taulia accounts into one?: 000003598

If you have more than one customer using the Taulia Portal and you need access to two or more accounts with the same login, you can combine your customers to one login.

Q. What is two-factor authentication and how do I enable/disable two-factor authentication?: 000009403

Learn how to turn on/off two-factor authentication, a feature that enables you to add an extra layer of security to your Taulia account.

Still can’t find what you’re looking for?

Still can’t find what you’re looking for?

Important Message
Got It