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Q. How do I know when to create an invoice for my customer?: 000008534

Article Number: 000008534

Taulia does not dictate when you should create an invoice for your customer. This is an action you can confirm with your customer.

For some customers that receive purchase orders through Taulia, If your PO has a "delivered" status, this usually means that your delivery has been received by your customer. If this is an indicator that you can use to start the invoicing process, you can go ahead and create an invoice against the purchase order. If you are not sure when you should be invoicing your customer, please contact them directly.


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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 create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Q. I am new to Taulia. What should I do first?: 000008036

Quickly learn about Taulia and how to use it!

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

Manage your bank information through the portal!

Q. How do I download a payment report?: 000003471

You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.

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