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

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.

User-added image

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

User-added image

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

User-added image

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

User-added image

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.”

User-added image


 


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. What are the different PO statuses?: 000003622

Define what each PO status mean in 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 use Cash Planner?: 000003166

Use Cash Planner to get paid early on your approved invoices.

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. How do I start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

Q. How do I update my tax identifiers in the portal?: 000003611

Managing your company tax ID numbers through the platform.

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

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

Important Message
Got It