Technical Support Services


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Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Article Number: 000003324

  • Not all customers allow invoicing against a purchase order through the portal. Contact your customer if you have questions.
  • 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.
  • ​Visit the Custom FAQ page in your portal account to see additional information about creating an invoice (if available)

1 - Click on Create Invoice from the home page.

2 - Search for the PO that you need to create an invoice against using the search feature. Select the PO number.

3 - After selecting the Purchase Order number, you will be shown the PO details. You can:

       or click 

  • Create Invoice button under Actions (the button on the far right column)

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

4 - Fill out invoice creation fields:

  • Add Invoice Number (mandatory)

  • Add Invoice Date (mandatory)

  • Supply Date (mandatory in Europe)

  • Customer/Requester Contact (name of your business contact - not mandatory for po-based invoices)

  • Customer Tax ID / Tax Type (this field is typically auto populated if you have this information set up under My Details > Tax Identifiers.)

5 - Review the line item details of your invoice. Note that you cannot invoice PO line items with zero value. Select the "X" to remove the line item.

  • Description (automatically pulled from the PO)

  • Unit (automatically pulled form the PO)

  • Quantity (edit the Quantity that you are invoicing, if needed)

  • Unit Price (if not editable, you will invoice the line amount using the Quantity field)

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

  • Add any Additional Items, such as freight charges, etc. (if applicable).

  • Enter the Compliance data as required in your invoicing country (if available).

  • Add a Comment (special instructions, if any),

  • 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)


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7 - Click Submit Invoice.

8 - 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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