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Q. Can I delete an invoice in the portal?: 000008537

Article Number: 000008537

Invoices cannot be deleted in the portal after they have been submitted to your customer for processing. You can only delete an invoice that is in "Draft" or "Pending Review" status. This means that the invoice has not been submitted to your customer for processing.

Contact your customer if you want to cancel/void/reject the invoice in question. Once the status of the invoice is changed, it will remain in the portal but it cannot be deleted.

Some customers allow invoice cancellation requests to be created in the portal, click here for more information. If available, you can also use the "Send Message" feature to contact your customer to send your cancellation request.


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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. 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.

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 start/stop receiving email notifications?: 000003472

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

Q. How do I change user roles?: 000003385

Please note that only account admins have the ability to manage users and change user roles.

Q. How do I search for invoices?: 000003525

Easily search for available invoices in the portal.

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