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Q. How do I cancel an invoice?: 000006034

Article Number: 000006034

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

In general, invoices submitted through the Taulia platform cannot be canceled after submission. This is due to the real-time transmission of invoices electronically submitted to your customer from the Taulia platform.

Please contact your customer directly if you need to cancel an invoice you submitted. Invoices can only be deleted if they are in draft status.

For customers that allow their suppliers to cancel an invoice they submitted through the platform, you will see the Request Cancellation option when viewing the invoice. If you see the Request Cancellation option but it's grayed out, it means your current user role does not allow you to make changes to invoices.

  • Invoices can only be canceled if the status is "In Process"


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For all other cancellation questions, 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. How do I add or deactivate users?: 000003731

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

Q. How do I merge/combine my Taulia accounts into one?: 000003598

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.

Q. How do I enroll/register to use the Taulia platform?: 000006479

Information on how to enroll to start using Taulia.

Q. How do I enable/disable the auto-acceptance of Early Payments Offers? (Cashflow™): 000003181

Learn how to turn on Cashflow™, a feature that enables you to automatically receive early payments after invoice approval by customers in exchange for a percentage.

Q. How do I update my tax identifiers in the portal?: 000003611

Managing your company tax ID numbers through the platform.

Q. How do I add or update my bank account/information?: 000003497

Manage your bank information through the portal!

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