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Q. Why am I unable to create an invoice?: 000003605

Article Number: 000003605

The ability to create an invoice depends on the platform features your customer has enabled. There are two main reasons why you may not be able to create an invoice:

1 - Your customer does not offer electronic invoicing through Taulia.

  • If your customer does not offer electronic invoicing through Taulia, it typically means that you submit invoices to your customer like you do today. Taulia can then be used to track the status of your invoices or request early payment. Check the Custom FAQ section from your account homepage to confirm how Taulia is supposed to be used for your customer.
 

2 - You have a read-only user role.

  • If you know your customer offers electronic invoicing through Taulia but you are not able to create an invoice, it's possible that you have a read-only user role. Please contact your account admin to update your role if needed. For additional assistance regarding what you can do in your account, contact Taulia Support.
     

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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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