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

CCR Coca-Cola Refreshments - How do I create PO based invoice (eFlip)?: 000006445

Article Number: 000006445
Follow the instructions below to create a PO based invoice for Coca-Cola Refreshments:

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. CCR does not allow backdated Invoices. Only current date is accepted.
-Requestor Name: This field is mandatory. If name is not found, please, search by typing an asterisk "*" and the first name. If this is not working, please, try with an asterisk "*" and last name. If the name is still missing, contact CCR AP.

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. My account is locked. How do I reset my password?: 000003590

Your account will lock if you enter your password incorrectly more than 5 times. You will need to reset your password in order to unlock your account.

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 remove our bank account from the portal?: 000008542

Information on how to remove banking information in the portal.

Q. How do I create invoices using the Invoice Upload feature?: 000008597

Information on how to upload invoices through the supplier platform using the Invoice Upload feature.

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.

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

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

Important Message
Got It