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SUPPLIER SUPPORT SERVICES
SUPPLIER SUPPORT SERVICES
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
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Follow the instructions below to create a PO based invoice for Leprino Foods.
From the portal homepage, select Create Invoice.
Search for the PO you want to invoice then select Create Invoice.
Enter the following invoice header information:
Invoice Number - only alphanumeric characters are allowed.
Invoice Date - you can set a date that is within 180 days before or after the current date.
Edit the line item Quantity (if needed) that you need to invoice.
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.
Select Upload Attachment to attach supporting documentation to your invoice. You can also add additional charges like "Freight" or "Insurance" by clicking on the "Add" button.
Enter the Sales Tax.
If you want to get paid sooner, you can select the "Pay me early" option.
Click Submit Invoice. Once the invoice is submitted, you can track the status by going to the My Invoices section of the portal.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Your vendor information is accessible under My Details in the portal.
Your customer may leave a reason why an invoice is rejected, incomplete, voided and or a reason for other available statuses. It may also show you what stage of approval your invoice is in.
You can manage your account users in the portal and provide different levels of access.
In this article you will find main possible issues about two-factor authentication.
Branch permissions allow account admins to give access to specific data in the portal.
Use the "Send Message" option to quickly contact your customer through the portal!
