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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.

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

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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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TOP FREQUENTLY ASKED QUESTIONS

Q. How do I assign branches to our portal users?: 000008574

Branch permissions allow account admins to give access to specific data in the portal.

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Create an invoice against a PO through the portal.

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

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Your vendor information is accessible under My Details in the portal.

Q. How do I request early payment for my invoice?: 000003463

If your customer has previously offered Early Payments on your invoices, you can choose to have your newly created invoice automatically paid as soon as it is approved.

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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.

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