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Q. What is the Requester Name/ Customer Contact field for non-PO invoicing?: 000003642

Article Number: 000003642

The Contact/Requester Name/Approver field is typically required when creating a non-po invoice. This tells your customer the name of the buyer you work with, and the reason for the invoice.

1 -  From the non-po invoicing screen, enter the name or email address of your buyer contact.

  • The field may be called Requester Name, Contact, Buyer, etc. depending on your customer.
 

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2 - When you enter their name or email address, some customers have a pre-populated list of contacts you can select from. 

  • If it does not load a list, feel free to enter the full name or email address of your buyer contact as this means the field is not linked to a contacts database.
 

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3 - If you are not able to find the correct contact from the list, try the following:

  • To search for John Smith by first name, enter: John *
  • To search for John Smith by last name, enter: * Smith
  • If you are not sure if it's Johnathan Smith, enter: John* (no space)

4 - If you are still not able to find the name of your contact, please contact your customer directly to report the issue.


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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 contact my customer through the portal?: 000003470

Use the "Send Message" option to quickly contact your customer through the portal!

Q. How do I create a Non-PO invoice (eForm)?: 000003640

Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.

Q. How do I change my Taulia account's email address?: 000003383

You can update the email address that you use to access Taulia.

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 update my company/remit/shipment address?: 000003169

Information on how to update your address data.

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

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

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