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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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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 is my vendor number?: 000003517

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

Q. Why was my invoice rejected/voided?: 000003526

Your customer may leave a reason why an invoice is rejected, incomplete, voided and or a reason for other available statuses. It may also show you what stage of approval your invoice is in.

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. Why is the portal invoice number different from my invoice number?: 000003331

There are a few reasons why your invoice number might be slightly different than the number you submitted.

Q. How do we change user access to our account?: 000008655

Information on how to manage user access to your Taulia accounts.

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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