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

Hitachi Data Systems - How do I create a non-PO based invoice (eForm)?: 000006595

Article Number: 000006595
1 - From the portal homepage, select Create Invoice.

User-added image

2 - Select Create Non-PO Invoice.

User-added image

3 - Choose the appropriate Hitachi division and click "Create Non-Po Invoice":

User-added image

4 - Enter the following invoice header information:

-Invoice Number. Use the same invoice number you use in your accounting system. It must be unique, no duplicate invoice numbers are allowed. 
-Invoice Date. You must the current date, backdating is not allowed.
-Customer Contact (Your Hitachi buyer email address). Start typing and select the right one from the dropdown list that will appear. If the email you need is not in the list, please, contact Hitachi.

User-added image

5 - Edit the line item Description, Unit, Quantity, Unit Price that you need to invoice. You have to select the line item type from the dropdown list. If the line item is for Service, the price will always show "1", and you should edit the "Quantity" field in order to set the desired amount. International suppliers must select the Tax Type for each line item.


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. You can also add items like Freight or Insurance. 

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 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.

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

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

Important Message
Got It