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

CCHMC - How do I create PO based invoice (eFlip)?: 000006517

Article Number: 000006517
Follow the instructions below to create a PO based invoice for CCHMC:


1 - From the portal homepage, select Create Invoice.

User-added image

2 - Search for the PO you want to invoice then select Create Invoice.

User-added image

3 - Enter the following invoice header information:

-Invoice Number. Use the same invoice number you use in your accounting system. 
-Invoice Date
-Your contact at CCHMC

User-added image


4 - Edit the line item Quantity (if needed) that you need to invoice. 
Note - If there are line items in the PO that you currently do not want to invoice, select X to remove the line item. The removed line items will disappear from this invoice, but will remain in the PO for future invoices.

User-added image

5 - Select Upload Attachment to attach supporting documentation to your invoice. You can also add additional charges like "Freight" or "Insurance" by clicking on the "Add" button.

6 - Enter the Sales Tax.

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. 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.

AR Financing Receivables Invoice Upload: 000010700

Easily upload new invoices to Taulia for AR financing.

Q. How do I view PO, invoice or payment information by business unit/branch location?: 000003608

Purchase orders, payments and invoices are typically linked to a customer's "branch", "business unit" or "location".

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

Create an invoice against a PO through the portal.

Q. What is my vendor number?: 000003517

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

Q. How do I change user roles?: 000003385

Please note that only account admins have the ability to manage users and change user roles.

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

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

Important Message
Got It