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Q. Nothing happens when I submit an invoice: 000003543

Article Number: 000003543

When you select Submit after creating an invoice but nothing happens, this typically means you are missing required field(s) that needs to be filled out. These required fields are typically highlighted in red.
 


 

1 - Make sure the invoice number and invoice date is filled out (mandatory for all invoice submission)

2 - Check the edit options under Ship To address. Make sure the word edit is not highlighted in red. If not, select edit and a new window will open. Make sure nothing is highlighted in red in this window including the address.

3 - Check your line items and make sure you do not have a zero value line item. You cannot invoice zero line values. If you do, delete the line item by selecting X to the left of the line item.

4 - Ensure that no other fields are highlighted in red before submitting the invoice again.

If you are still not able to submit the invoice, please contact Taulia Support.


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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 assign branches to our portal users?: 000008574

Branch permissions allow account admins to give access to specific data in the portal.

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 user roles?: 000003385

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

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

Manage your bank information through the portal!

Q. Why was my invoice rejected/voided?: 000003526

Your customer may leave a reason why an invoice is rejected, incomplete, voided and or a reason for other available statuses. It may also show you what stage of approval your invoice is in.

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