Taulia experience center
SUPPLIER SUPPORT SERVICES
SUPPLIER SUPPORT SERVICES
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.
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Follow the steps below to create an invoice against a purchase order from PG&E:
1 - From the portal homepage, select Create Invoice.
2 - Search for the PO that you want to invoice then select Create Invoice.
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)
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.
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.
6 - Select the Pay Me Early Option box if you wish to get paid as soon as the invoice is approved.
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?
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Manage your bank information through the portal!
Use the email notification settings feature to manage your email notifications.
Invoice early payment details can be viewed directly from the invoice details section.
Defines the different invoice statuses available for an invoice.
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.
When an invoice is returned with an "Incomplete" status, it means the invoice did not pass some validation rules set by your customer.
