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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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Note - This feature may not be available in your portal.
Easily submit your non-po based invoices through the Taulia platform. Because Taulia is connected to your customer's accounting system, invoices submitted through Taulia are received by your customer in real-time. With Taulia, invoice submission is fast and easy.
For information on how to create a PO-based invoice, see Q. How do I create an invoice from a purchase order (eFlip)?
Before you get started, please take note of the following:
Follow these instructions to create a non-po invoice:
1 - Click on Create Invoice from the home page.
2 - Click the Create Non-PO Invoice button in the top right-hand corner of the Create Invoice screen.
3 - If your company and customer has multiple branch/locations, you may be asked to select from the following fields:
Select the correct Supplier information where the invoice is coming from. You may also select the customer location you are invoicing from the Customer option. Select Create Non-PO Invoice to continue.
Keep in mind that each customer has their own invoicing field requirements. The following instructions may not fully reflect what you have in your non-po invoicing screen.
4 - Now that you are in the non-po invoice creation screen, enter the following invoice header information:
5 - Fill in the invoice line item details:
6 - If you need to add more line items, select Add Line.
7 - At the bottom of the invoicing screen, enter the following information:
8 - Click Submit Invoice
9 - You can track the status of your invoice through the My Invoices section of the portal. Click here to check the status of your invoice.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
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