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Leprino Foods - How do I create a non-PO based invoice (eForm)?: 000007971

Article Number: 000007971

Follow the steps below to create a non-po invoice for Leprino Foods.

From the portal homepage, select Create Invoice.

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Select Create Non-PO Invoice.

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Enter the following invoice header information:

  • Invoice Number - alphanumeric characters are allowed.
  • Invoice Date - you can pick a date that is 180 days before or after the current one.
  • Contact email - the email of your buyer. Start typing and select from the drop-down that will appear.
  • Ship To Plant - Start typing and select from the drop-down that will appear.

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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.

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Select Upload Attachment to attach supporting documentation to your invoice. You can also add an Invoice delivery note and a comment for your customer.
If you want to get paid sooner, you can select the "Pay me early" option.

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

Create an invoice against a PO through the portal.

Q. How do I start/stop receiving email notifications?: 000003472

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

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 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.

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