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Technical Support Services

TAULIA SUCCESS GUIDE

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Q. How do I create a Credit Memo/Note to offset an over payment?: 000003334

Article Number: 000003334

Note:

  • Your customer may not accept credit notes through the portal. 

  • PO Value - Once you submit your credit note and it is in process, the PO value will automatically update. If the credit note is rejected, it will remove the value back out of the PO.

  • Closed/Missing POs - You will not be able to create a credit note against a PO that is closed. If you are not able to find a PO in the portal, make sure you are entering the correct PO number. If you are not able to find it, the PO may be closed. Please contact your buyer.


To create a credit note, please do the following:
 

1 - Log onto the Home page of the portal.

2 - Go to Invoices > Create Credit Note. (tab on top of page)

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3 - Search for original PO to credit against then select Create Credit Note or select Create Non-PO Credit Note:




Note -
The process for creating a credit note is similar to creating an invoice. Do not use negative values to signify credit.

 

5 - Include Credit Note Number*, Orig. Invoice Number, Orig. Invoice Date and Reason for Credit.

* include "cr" as part of the credit note number to signify the invoice as a credit.

6 - Enter Quantity and/or Unit Price in the Line Items section that you are crediting back to your customer.

7 - Remove lines that are not being credited. (Click "X" to the left of the line item)

8 - Add Comments, Upload Attachment, and Tax. (if applicable)

9 - Click Submit Credit Note.

10 - Check the status of your credit note under My Invoices. For additional concerns, please contact your customer.

 

 

 


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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. What is Cashflow™?: 000003360

Cashflow™ is a feature that enables you to automatically receive early payments after an invoice is approved by your customer.

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

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

Q. I am getting the error "There was a problem recording your acceptance of our Terms and Conditions": 000006480

The error "There was a problem recording your acceptance of our Terms and Conditions" may come up when accepting the T&C for the first time.

Q. I cannot log into the platform.: 000003429

There are 3 common reason why you cannot log into the platform.

Q. Why is my activation code (token) showing invalid?: 000003511

You can request for a new token only if you have already been invited. If you have never received an invitation, please contact your customer.

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

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