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 create an invoice?: 000003548

Article Number: 000003548

Follow the steps below to create an invoice against a purchase order from PG&E:

1 - From the portal homepage, select Create Invoice.

User-added image

2 - Search for the PO that you want to invoice then select Create Invoice.

User-added image

3 - You are required to fill in the following fields in the invoice header section:

Invoice Number
Invoice Date
Customer Contact
(enter the name or email address of your PG&E buyer)

User-added image

4 - Edit (if needed) the Quantity that you need to invoice. If the Unit Price is incorrect, contact your PG&E buyer.  If this is a Service PO, the Unit Price field will be locked with a value of $1.00. You will need to enter the value that you need to invoice in the Quantity field.

User-added image


5 - If you would like to add Freight or other miscellaneous charges outside of a line item, use the Additional Items section.  Select + Add after making your selection then enter the amount of the additional charge.

User-added image


6 - Select the Pay Me Early Option box if you wish to get paid as soon as the invoice is approved.

User-added image

7 - Select Submit Invoice. Once the invoice is submitted, you can track its status by going to the My Invoices section of the portal.

If you wish to cancel an invoice you submitted, please see How do I cancel an invoice I submitted to PG&E?


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. Where can I see early payment rates on invoices I have submitted for early payment?: 000003507

Invoice early payment details can be viewed directly from the invoice details section.

Q. How do I update my company/remit/shipment address?: 000003169

Information on how to update your address data.

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 add or deactivate users?: 000003731

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

Q. How do I add or update my bank account/information?: 000003497

Manage your bank information through the portal!

Q. My invoice is showing 'In Process'. What does this mean?: 000008561

Information why your invoice is showing 'In Process'.

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

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

Important Message
Got It