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

Colgate-Palmolive {Asia Pacific} - How to create a non-po based invoice?

Article Number: 000008571



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

Note - If you are not configured by Colgate-Palmolive to submit non-po invoices, you will get an error. Contact your buyer if you have questions.

1 - From the portal homepage, select Create Invoice.

User-added image

2 - Select Create Non-PO Invoice.

User-added image

3 - Select the Colgate-Palmolive business unit that you need to invoice from the Customer list then select Create Non-PO Invoice.

User-added image

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

  • Invoice Number

  • Invoice Date

  • Currency (select the correct currency)

  • Requestor (enter the email address of your buyer which should end with @colpal.com, @hillspet.com, @gaba.com, or @tomsofmaine.com)

  • Invoice Type

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

  • Bank Name

  • Supplier Tax Identifier


User-added image

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

  • Item Description (enter your line item description)

  • Unit (select the correct UOM)

  • Quantity 

  • Unit Price 

  • Tax Type

  • PO Number & PO Line Item (required if invoice type = Freight)

  • Expense Type (required if invoice type = Freight)

  • Bill Of Lading (required if invoice type = Freight)

  • Invoice Delivery Note (required if invoice type = Freight)

  • Expense Type (required if invoice type = Freight - select the expense type for the line item)

  • Start Date (required if the invoice type = Consignment MRKO)

  • End Date (required if the invoice type = Consignment MRKO)

 
Note - Select + Add Line to add more line items

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

User-added image

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

8 - If available, select the Pay Me Early Option box to get paid as soon as the invoice is approved in exchange for a small discount.

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

User-added image


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 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.

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

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

Important Message
Got It