Taulia Support - PG&E - How do I cancel or delete a submitted invoice?: 000003387

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Invoices are reviewed and approved by your customer; never Taulia. Use Taulia to track the status of your invoices.

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No. The approval/rejection of invoices is owned by your customer.

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An invoice can be rejected for many reasons. If there is no rejection reason provided, contact your customer.

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My invoice is showing "In Process". What does it mean?

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POs are created by your customer/buyer. Report the issue to them. If an update is made, the updated PO is pushed back to Taulia.

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Yes. We call this "merging". Merging accounts allow you to access all accounts using a one login.

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You can only deactivate previously active user accounts.

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PG&E - How do I cancel or delete a submitted invoice?: 000003387

Article Number: 000003387

PG&E allows invoices to be cancelled through the portal if the following conditions are met:

- The invoice was submitted to PG&E through the portal
- The invoice is either in "In Process" or "Approved" status

To request the cancellation of your invoice, please do the following:

1 - From the homepage of the portal, go to My Invoices.

2 - Search for the invoice number in question. Select the Actions icon then select Request Cancellation.

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You can also select Request Cancellation from the invoice details view.

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4 - Enter the reason for your cancellation request then click OK.

5 - The invoice status will change to "Pending Cancellation".

It is not necessary to contact PG&E after the invoice cancellation request is submitted. Once the cancellation request is approved by PG&E, the status of the invoice will change to “Void.”

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