Taulia experience center
SUPPLIER SUPPORT SERVICES
SUPPLIER SUPPORT SERVICES
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.
We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.
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.
Home /
| Follow the steps below to create an invoice against a purchase order from Ericsson: 1 - From the portal homepage, select Create Invoice. 2 - Search for the PO that you want to invoice then select Create Non-PO Invoice. 3 - From the Customer drop down list, select the correct location you are invoicing. 4 - You are required to fill in the following fields in the invoice header section: - Invoice Number - Invoice Date - Currency (make sure the currency is correct) - Supplier VAT Number (select the correct VAT from the list) - KIDNO (enter the KIDNO number if required in your invoicing country) 5 - Edit the Description, Unit, Quantity, Unit Price that you need to invoice. You will also need to select the correct VAT Type charge. Note - if you need to add more line items, select + Add line 6 - You required to complete the compliance fields. Depending on your invoicing country, you will have to fill out: - Number of registration - Town of registration - Court of registration - Chairman/Managing Director/Board Members - Share Capital - Liable company You can manage your compliance data under My Details > Compliance Settings. Click here for more information. Note - In the Exchange Rate fields (if available), enter the current Exchange Rate. If you are invoicing local VAT in another currency than the VAT will be reported in, it is highly important for tax purposes to always fill in the correct exchange rate on the invoice. If the PO and invoice has the same currency, enter 1 as the Exchange Rate. 7 - Select Upload Attachment to add supporting documentation to your invoice. 8 - Select Submit Invoice. Once the invoice is submitted, you can track its status by going to the My Invoices section of the portal. |
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Use the email notification settings feature to manage your email notifications.
You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.
Search for your invoice remittance details.
Learn how to turn on company-wide two-factor authentication, a feature that enables you to add an extra layer of security to your whole Taulia account.
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.
Please note that only account admins have the ability to manage users and change user roles.
