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Q. Can I delete an invoice in the portal?: 000008537

Article Number: 000008537

Invoices cannot be deleted in the portal after they have been submitted to your customer for processing. You can only delete an invoice that is in "Draft" or "Pending Review" status. This means that the invoice has not been submitted to your customer for processing.

Contact your customer if you want to cancel/void/reject the invoice in question. Once the status of the invoice is changed, it will remain in the portal but it cannot be deleted.

Some customers allow invoice cancellation requests to be created in the portal, click here for more information. If available, you can also use the "Send Message" feature to contact your customer to send your cancellation request.


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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 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.

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 add or deactivate users?: 000003731

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

Q. How do I add or update my bank account/information?: 000003497

Manage your bank information through the portal!

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 update my company/remit/shipment address?: 000003169

Information on how to update your address data.

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