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Q. How do I remove line items from a PO that I currently do not want to invoice?: 000003609

Article Number: 000003609

When creating an invoice against a purchase order from the invoice creation screen, you can easily remove a line item you do not want to invoice by doing the following:


To remove a single line item:

1 - Click the (X) to the left of the line.

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2 - Click OK in the confirmation box that pops up.

  • The single line will be removed from your invoice.



To remove several line items at once:

1 - Click Select All. (above the line items)

2 - Uncheck the line items you currently want to bill for.

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3 - Click Remove Selected.

4 - Click OK in the confirmation box.

  • All checked line items will be removed from this invoice and only the line items you want to invoice against (unchecked) will remain.   
  • The line items you remove will remain available in the purchase order. 

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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.

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Define what each PO status mean in the portal.

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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.

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