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Q. How can I add a delivery note (packing slip) to an invoice?: 000003325

Article Number: 000003325

Note - This feature may not be available in your portal.

The Taulia Supplier Portal refers to the packing slip as a Delivery Note.

The Delivery Note field is located above the Comment box at the bottom of the invoice creation screen. Here you can add the number to reference your delivery note.  The Delivery Note field will only hold 16 characters. If the Delivery Note field is missing, you can also attach a copy of the delivery note by selecting Upload Attachment before you submit the invoice.

 

 


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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 start/stop receiving email notifications?: 000003472

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

Q. I am new to Taulia. What should I do first?: 000008036

Quickly learn about Taulia and how to use it!

Q. How do I assign branches to our portal users?: 000008574

Branch permissions allow account admins to give access to specific data in the portal.

Q. How do I update my company/remit/shipment address?: 000003169

Information on how to update your address data.

Q. How do I change user roles?: 000003385

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

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