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RBS - How do I create PO based invoice?: 000006362

Article Number: 000006362
Follow the instructions below to create a PO based invoice for RBS:


1 - 
From the portal homepage, select Create Invoice.

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2 - 
Search for the PO you want to invoice then select Create Invoice.

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3 - 
Enter the following invoice header information:

-Invoice Number
-Invoice Date
-Supplier VAT Number - 
If you're not sure how to update your VAT Number, please, see "How do I update my tax identifiers in the portal?​".


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4 - 
Edit the line item Quantity (if needed) that you need to invoice. You must select the Tax Type on the line item to charge the proper sales tax amount.

Note - If there are line items in the PO that you currently do not want to invoice, select X to remove the line item. The removed line items will disappear from this invoice, but will remain in the PO for future invoices.

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5 -
Do not use the FREIGHT feature under Additional Items.

6 - Do not use the upload attachments feature to attach an invoice.  Invoice attachments are not supported.

7 - Select Submit Invoice. Once the invoice is submitted, you can track the status by going to the My Invoices section of the portal.


 

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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 start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Q. What is my vendor number?: 000003517

Your vendor information is accessible under My Details in the portal.

Q. How do I request early payment for my invoice?: 000003463

If your customer has previously offered Early Payments on your invoices, you can choose to have your newly created invoice automatically paid as soon as it is approved.

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

Manage your bank information through 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.

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