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

FirstEnergy - How do I create a non-PO based invoice (eForm)?: 000006525

Article Number: 000006525
Follow the steps below to create a non-po invoice for FirstEnergy.

1 - From the portal homepage, select Create Invoice.

User-added image

2 - Select Create Non-PO Invoice.

User-added image

3 - Choose the necessary customer:

User-added image

4 - Enter the following invoice header information:

-Invoice Number
-Invoice Date

User-added image

5 - Edit the line item Description, Unit, Quantity, Unit Price that you need to invoice.

Note - To add additional line items in the invoice, select Add Line. Also, if items are highlighted red, means they are required to be filled out.

User-added image


6 - Select Upload Attachment to attach supporting documentation to your invoice. You can also add an Invoice delivery note and a comment for your customer.

User-added image

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

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 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 enable/disable the auto-acceptance of Early Payments Offers? (Cashflow™): 000003181

Learn how to turn on Cashflow™, a feature that enables you to automatically receive early payments after invoice approval by customers in exchange for a percentage.

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 merge/combine my Taulia accounts into one?: 000003598

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. 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.

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

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

Important Message
Got It