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PayPal - How do I create a PO based invoice (eFlip)?: 000003570

Article Number: 000003570
Submit an invoice against a PayPal service purchase order by doing the following:


1 - From the portal homepage, select Create Invoice

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2 - 
Search for the PO that you need to invoice by PO Number or PO Status. Once you find the PO you want to invoice, select Create Invoice

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3 - 
Enter the following information in the invoice header

Invoice Number (required)
Invoice Date (required)
Customer Contact (name of your PayPal buyer if known)

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4 - From the line items, edit the following information:

Quantity (enter the quantity that you need to invoice)
Unit Price (reflects the total value of the line item - edit the amount you need to invoice)

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5 - At the bottom of the invoicing screen, edit the following

Additional Items (add freight charges if you have any)
Sales Tax (enter the tax total of the invoice)
Comment (enter any comments about the invoice)
Upload Attachment (attach a copy of your invoice in PDF format)
Pay Me Early Option (select this box if you want to get paid as soon as the invoice is approved)

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6 - Select Submit Invoice for processing. Once your invoice is submitted, go to the My Invoices section of the portal to track your invoice status. If you have questions about the invoice you submitted, from the My Invoices section, look for the invoice in question and select Send Message to contact PayPal.

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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 add or deactivate users?: 000003731

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

Q. How do I check the status of my invoice?: 000003536

Check the status of your invoice.

Q. What is the eFile invoice submission report?: 000003348

Explains how to use the invoice submission report when sending invoices through eFile

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 download a payment report?: 000003471

You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.

Q. My account is locked. How do I reset my password?: 000003590

Your account will lock if you enter your password incorrectly more than 5 times. You will need to reset your password in order to unlock your account.

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