Technical Support Services


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Q. How do I create a Non-PO invoice (eForm)?: 000003640

Article Number: 000003640

  • Not all customers allow non-po invoicing through the portal.

  • Your customer may have customized fields in the invoice creation screen that is not explained in this article. Use the "?" next to the field for additional information.


1 - Click on Create Invoice from the home page.

2 - Click the Create Non-PO Invoice button in the top right-hand corner of the Create Invoice screen.

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3 - If your company and customer has multiple branch/locations, you may be asked to select from the following fields:

  • Supplier

  • Customer

Select the correct Supplier information where the invoice is coming from. You may also select the customer location you are invoicing from the Customer option. Select Create Non-PO Invoice to continue.

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Keep in mind that each customer has their own invoicing field requirements. The following instructions may not fully reflect what you have in your non-po invoicing screen.

4 - Now that you are in the non-po invoice creation screen, enter the following invoice header information:

  • Add Invoice Number (mandatory)

  • Add Invoice Date (mandatory)

  • Enter Supply Date (not mandatory, unless the customer you are invoicing is in Europe)

  • Enter Customer/Requester Contact/Approver contact. (This is required by some customers)

  • Customer Tax ID / Tax Type must always be left blank, unless you are a European Supplier. This field is typically auto populated if you have this information set up under My Details > Tax Identifiers.

5 - Fill in the invoice line item details:

  • Description 

  • Unit 

  • Quantity 

  • Unit Price

  • Tax Type (some suppliers will need to select the tax type for each line item)

6 - If you need to add more line items, select Add Line.

7 - At the bottom of the invoicing screen, enter the following information:

  • Additional Items, such as freight charges, etc. (if applicable to your invoice).

  • Add a Comment (notes about the invoice, etc.)

  • Click Upload Attachment to upload a PDF copy of your own itemized invoice (typically required),

  • Enter Exchange Rate (if applicable). If you are invoicing local VAT in another currency than the VAT will be reported in, it is highly important for tax purposes to always fill in the correct exchange rate on the invoice.

  • Select Pay Me Early to receive early payment as soon as the invoice is approved (if available)

8 - Click Submit Invoice

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9 -  You can track the status of your invoice through the My Invoices section of the portal. Click here to check the status of your invoice.


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New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.


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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