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Grainger - How do I create PO based invoice (eFlip)?: 000006408

Article Number: 000006408
Follow the instructions below to create a PO based invoice for Grainger:


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 - Enter the following invoice header information:

-Invoice Number
-Invoice Date

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4 - Edit the line item DescriptionQuantity and Price(if needed) that you need to invoice. You can also add a Delivery note for your customer.
Note - If there are line items in the PO that you currently do not want to invoice, select X to remove the line item. The removed line items will disappear from this invoice, but will remain in the PO for future invoices.

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5 - Select Upload Attachment to attach supporting documentation to your invoice. You can also add additional charges like "Freight" or "Insurance" by clicking on the "Add" button, and leave a Comment if you need to.

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6 - 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 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.

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