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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 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.

Two-factor authentication troubleshooting and possible issues.: 000009204

In this article you will find main possible issues about two-factor authentication.

AR Financing Receivables Invoice Upload: 000010700

Easily upload new invoices to Taulia for AR financing.

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 change user roles?: 000003385

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

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

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

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