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Colgate-Palmolive (Europe, Africa and Eurasia) - How to create a PO based invoice?: 000008528

Article Number: 000008528



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)
  • Supplier VAT Numbers (select the related company VAT for this invoice)
  • 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 SettingsYou 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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TOP FREQUENTLY ASKED QUESTIONS

Q. I am getting an exceeds open value invoice error : 000003473

This invoice error means the invoice you submitted for processing is over the value of the PO.

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Create an invoice against a PO through the portal.

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Use Cash Planner to get paid early on your approved invoices.

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There are 4 common reason why you cannot log into the platform.

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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. What is two-factor authentication and how do I enable/disable two-factor authentication?: 000009403

Learn how to turn on/off two-factor authentication, a feature that enables you to add an extra layer of security to your Taulia account.

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