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Colgate-Palmolive - How to create a non-po based invoice?: 000008527

Article Number: 000008527



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.

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2 - Select Create Non-PO Invoice.

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

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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)
  • Downpayment Req (Select the box if the invoice is a downpayment request)
  • Change Remit To Address (If you do not have a bank account registered under My Details > Bank Accounts, select this link to enter your remit-to address for payment.)


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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 
  • PO Number & PO Line Item (for freight/customer duties vendors)
  • Expense Type (if you are a freight vendor, select the expense type for the line item)


Note - Select + Add Line to add more line items

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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 - Enter the Sales Tax total.

9 - 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.

10 - 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 start/stop receiving email notifications?: 000003472

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

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 request early payment for my invoice?: 000003463

If your customer has previously offered Early Payments on your invoices, you can choose to have your newly created invoice automatically paid as soon as it is approved.

Q. How do I add or update my bank account/information?: 000003497

Manage your bank information through the portal!

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

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