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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.

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

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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)

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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.

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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.

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

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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?


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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. How do I create a Non-PO invoice (eForm)?: 000003640

Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.

Q. How do I contact my customer through the portal?: 000003470

Use the "Send Message" option to quickly contact your customer through 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 change my Taulia account's email address?: 000003383

You can update the email address that you use to access Taulia.

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 update my company/remit/shipment address?: 000003169

Information on how to update your address data.

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