Taulia experience center

Article Number: 000003640

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

Easily submit your non-po based invoices through the Taulia platform. Because Taulia is connected to your customer's accounting system, invoices submitted through Taulia are received by your customer in real-time. With Taulia, invoice submission is fast and easy.

For information on how to create a PO-based invoice, see Q. How do I create an invoice from a purchase order (eFlip)?

Before you get started, please take note of the following:

• Not all customers allow non-po invoicing through the portal. If you don't have non-po invoicing capabilities in Taulia, contact your customer.
• 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.
• Freight can be added as an Additional Item but cannot be the sole content of the invoice.
• Visit the Custom FAQ page in your portal account to see additional information about creating an invoice.

Follow these instructions to create a non-po invoice:

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.



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.

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: