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

Article Number: 000003536




Because Taulia is connected to your customer accounting system, you can see the real-time status of your invoices through your Taulia account. Your customer also controls the invoice status types they want their suppliers to see through Taulia. This means certain invoice statuses may not be applicable to certain customer accounts. It's also important to understand that the invoice payables process (approval, rejection, voiding etc.) are owned by your customer's AP group, not Taulia.



You can check the status of your invoice by doing the following:

1 - From the portal home page, go to My Invoices.

2 - Search for your invoice number. 

3 - In the search results area, look under Status. This column will show the current status of your invoice.

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Click here to see what each invoice status means.

4 - Most customers provide a reason for the current status of the invoice. Hover your mouse over the invoice status to see additional information about the current status of your invoice if available.

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  • Rejected/Void Invoice - hover your mouse over the status to see the reason for the rejection. If not available, please contact your customer directly. You will need to create a new invoice if required by your customer.
  • Incomplete Invoice -  hover your mouse over the incomplete status to see why the invoice was not accepted. After you recognize the reason for the failure, click here to see how to re-submit your invoice.
 

Below are all the possible invoice statuses:

  • Approved - The invoice is ready for payment and is waiting to be paid based on the due date. In the meantime, an earlier payment may be requested.
  • Cleared - An offset value of your original open invoice. Typically means the invoice is not paid. Contact your customer if you have questions.
  • Draft - The invoice has been created but IS NOT submitted.
  • Early Payment Available - The invoice is approved for payment and it is eligible to be paid early.
  • In Process - The invoice is pending review in your customer's accounting system. Hover your mouse over the reason to see why your invoice is still In Process. If there is no reason, please contact your customer.
  • Incomplete - A correction needs to be made on the invoice. Hover your mouse over the Incomplete status and see the reason. You can fix the invoice by selecting Complete by selecting the gear icon. See My invoice is showing an Incomplete Status for additional information.
  • Paid - The invoice has been paid, the payment reference is linked to the invoice.
  • Pending Cancellation - Invoices that are requested for cancellation and pending to be cancelled.
  • Pending Review - The invoice is received but requires additional information/correction before they are sent to the the customer. Invoice can be edited and submitted directly in the portal at this stage. See Q. My invoice is showing a pending review status for additional information.
  • Rejected - The customer rejected the invoice permanently. Rejection reason is sometimes provided by your customer. See Q. Why was my invoice rejected/voided? for more information. You may need create a new invoice once you understand why the original invoice was rejected. 
  • Submitting - An invoice is in the submission process to your customer's accounting system.
  • Voided -  The invoice has been cancelled by your customer. Contact your customer if you have questions.
  • Validation Pending - Invoice is in the process of being validated with the local tax authority. This is a temporary status.
  • Validation Failed - Invoice failed validation with the local tax authority. Invoice must be resubmitted.


 


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TAULIA SUCCESS GUIDE

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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 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 remove line items from a PO that I currently do not want to invoice?: 000003609

Remove PO line items you are not invoicing. These line items will remain available for invoicing at a later time.

Q. How do I manage my invoice compliance details?: 000003624

Some European suppliers require to have the compliance saved prior to invoice submission.

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

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