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Q. How do I clone/copy/duplicate another invoice?: 000003637

Article Number: 000003637

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

If you have the ability to create non-po invoices in the portal, you may also have the ability to clone previously created invoices! This feature will save you time when invoicing the same items multiple times. 

  • If this feature is enabled by your customer, you can only clone/duplicate non-po invoices.


Please do the following to clone a non-po invoice:

1 -
Log into the portal.

2 - Go to My Invoices and search for the invoice you want to clone (remember, you can only clone non-po invoices).

3 - Under the Actions column, select the gear icon and select Clone.

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4 - This will open a new non-po invoice creation screen with the cloned data.



What will be cloned?

  • Everything from the original invoice will be copied to the new invoice except for the invoice number and any attachments.

What will not be cloned?

  • Invoice number and any attachments.

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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 create a Non-PO invoice (eForm)?: 000003640

Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.

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

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

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 create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through 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 start/stop receiving email notifications?: 000003472

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

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