Taulia experience center

Article Number: 000007958

From the portal homepage, select Create Invoice.



Select Create Non-PO Invoice.


Select the correct business unit



Enter the following invoice header information:

• Invoice Number - special characters and spaces are allowed.

• Invoice Date - invoice backdating is not allowed.

• Customer Tax Identifier - this field is mandatory.

• Contact Name - also a mandatory field.

Edit the line item Description, Unit, Quantity, Unit Price that you need to invoice.
Note - To add additional line items in the invoice, select Add Line. Also, if items are highlighted red, means they are required to be filled out.



5 - Select Upload Attachment to attach supporting documentation to your invoice. You can also add an Invoice delivery note and a comment for your customer. Restocking Fee is only used when creating a credit memo.
The currency should always be USD.



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