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Q. How do I remove line items from a PO that I currently do not want to invoice?: 000003609

Article Number: 000003609

When creating an invoice against a purchase order from the invoice creation screen, you can easily remove a line item you do not want to invoice by doing the following:


To remove a single line item:

1 - Click the (X) to the left of the line.

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2 - Click OK in the confirmation box that pops up.

  • The single line will be removed from your invoice.



To remove several line items at once:

1 - Click Select All. (above the line items)

2 - Uncheck the line items you currently want to bill for.

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3 - Click Remove Selected.

4 - Click OK in the confirmation box.

  • All checked line items will be removed from this invoice and only the line items you want to invoice against (unchecked) will remain.   
  • The line items you remove will remain available in the purchase order. 

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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 add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. How do I download a PO report?: 000003597

You have the ability to download purchase order reports directly from the portal.

Q. How do I enter the correct tax value for my invoice?: 000003499

Tax is typically required for all invoices but this requirement depends on your customer.

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

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

Q. How do I update my company/remit/shipment address?: 000003169

Information on how to update your address data.

Q. How do I download an invoice report?: 000003586

Save a copy of your invoice to a local folder.

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