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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 create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

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 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 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 add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. How do I check the status of my invoice?: 000003536

Check the status of your invoice.

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