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Colgate-Palmolive {Asia Pacific} - How do I create a PO based invoice?: 000008570

Article Number: 000008570



Follow the instructions below to create a PO based invoice for Colgate-Palmolive:

Note - If you are not able to find the PO that you need to invoice in the portal, please contact your buyer.

1 - From the portal homepage, select Create Invoice.

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

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3 - From the invoice creation screen, enter the following invoice header information:

  • Invoice Number

  • Invoice Date

  • Delivery Note (Required if the PO number starts with 45 or 55. Typically for freight/customer duties vendors). If you enter the Delivery Note in the header section, it is not required in the line item.

  • Bill of Lading (Required if the PO number starts with 45 or 55. Typically for freight/customer duties vendors). If you enter the Delivery Note in the header section, it is not required in the line item.

  • Downpayment Req (Select the box if the invoice is a downpayment request)

  • Bank Name (if you have multiple bank accounts, you can select which bank account you want payment to be sent to)

  • Change Remit To Address (If you do not have a remit-to address registered under My Details > Address, select this link to enter your remit-to address for payment.)


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4 - Edit the following fields in the line item(s)

  • Quantity (if needed) that you need to invoice.

  • Delivery Note & Bill Of Lading (Required if the PO number starts with 45 or 55. Typically for freight/customer duties vendors. If you enter this information in the line item instead of the invoice header, this information will be required in every line item)


Note - If there are line items in the PO that you currently do not want to invoice, select X to remove the line item.

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5 - Some countries will need to register their tax compliance information before an invoice can be created. The fields you need to fill out depends on your invoicing country. This information can be managed under My Details > Compliance Settings. You only have to register your compliance information once. 

6 - Under Additional Items, you can add additional charges for freight, packing, etc.

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7 - Select Upload Attachment to attach supporting documentation to your invoice.

8 - 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 contact my customer through the portal?: 000003470

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

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 change my Taulia account's email address?: 000003383

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

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 update my company/remit/shipment address?: 000003169

Information on how to update your address data.

Q. How do I start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

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