Taulia experience center

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