Taulia experience center
SUPPLIER SUPPORT SERVICES
SUPPLIER SUPPORT SERVICES
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.
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Note - This feature may not be available in your portal.
A credit note (also known as a credit memo) is issued to indicate a return of funds in the event of an invoice error, incorrect or damaged products, purchase cancellation, or circumstances that require a credit to be issued. A credit note can be created to apply a credit for a previous PO or Non-PO invoice.
Before creating a credit note, please take note of the following:
To create a credit note, please do the following:
1 - Log onto the Home page of the portal.
2 - Select your customer.
3 - Go to Invoices > Create Credit Note. (tab on top of page)
4 - Based on the portal feature offerings of your customer, you may have two options:
Select the option relevant to your scenario.
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 the 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 Attachments, 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.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Create an invoice against a PO through the portal.
Please note that only account admins have the ability to manage users and change user roles.
Branch permissions allow account admins to give access to specific data in the portal.
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.
You can manage your account users in the portal and provide different levels of access.
Check the status of your invoice.
