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Technical Support Services

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Q. My invoice is showing an Incomplete status.: 000003529

Article Number: 000003529



If your invoice is returned with an Incomplete status, it means it did not meet certain validations rules set by your customer. Some common reasons are:

  • The invoice date is back-dated. Your customer may not allow invoice back-dating.
  • You are missing your invoice attachment.
  • You submitted an invoice without a purchase order.
  • You do not have a bank account registered. 

Unfortunately, we are not able to provide all possible reasons that will result in your invoice going to an incomplete status.  Please carefully read the exact reason on why your invoice was not accepted. You must fix the issue first before resubmitting the invoice.


1 - Hover your mouse over the Incomplete status to see the reason why the invoice was not accepted.

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2 - Once you rectify the issue that caused your invoice to not be accepted, select the gear icon to resubmit your invoice. You will have these options:

  • Complete - Allows you to open the invoice and to make changes. You have the option to submit the invoice again for processing.
  • Delete - Deletes the invoice. You can create a new one if needed.

 


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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 change my Taulia account's email address?: 000003383

You can update the email address that you use to access Taulia.

Q. How do I change user roles?: 000003385

Please note that only account admins have the ability to manage users and change user roles.

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 take a screenshot?: 000003353

Taking a desktop screenshot.

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