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American Water - How do I create a non-PO based invoice (eForm)?: 000006461

Article Number: 000006461
Follow the steps below to create a non-po invoice for American Water.

1 - From the portal homepage, select Create Invoice.

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2 - Select Create Non-PO Invoice.

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3 - Enter the following invoice header information:

-Invoice Number - special characters and spaces are allowed. Must be less or equal to 15 characters.
-Invoice Date - invoice backdating is not allowed.
-Your American Water contact. If the contact is missing, please, contact American Water.

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4 - 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.

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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.

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

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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 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. How do I create a Non-PO invoice (eForm)?: 000003640

Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.

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

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

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 I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

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

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

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