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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 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 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. My purchase order is missing. Who should I contact?: 000003198

If you are not able to find a PO in the portal, please contact your customer.

Q. How do I start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

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

Use the "Send Message" option to quickly contact your customer through the portal!

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