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Q. How do I create a PO invoice for Mexico? (eMex): 000008006

Article Number: 000008006

Follow to the instructions below to learn how to upload your Mexico SAT compliant CFDI invoice.
 

1 - Click on Create Invoice from the home page.

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2 - Type the PO number that you wish to invoice in the PO number field and click on Find Purchase Order. Once you locate the PO, click Create Invoice to the right of it.
 
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3 - Click on Select and Upload File to locate and upload the .xml file that contains your invoice data. File format must be SAT compliant CFDI. Maximum size is 19.0 MB. The uploaded data will automatically populate the invoice.

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  • If your CFDI file is expired, please contact your local tax authority to get a new file and try again.
     

4 - Select the PO item(s) that you wish to invoice for each invoice line.

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  • Comment – here you can add any additional comments you have on the invoice.
  • Click on Upload Attachment to provide any supporting documentation on your invoice. Place your mouse over the question mark to see accepted file types and size limit.
  • Click on Submit Invoice

 
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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. I am getting an exceeds open value invoice error : 000003473

This invoice error means the invoice you submitted for processing is over the value of the PO.

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 use Cash Planner?: 000003166

Use Cash Planner to get paid early on your approved invoices.

Q. I cannot log into the platform.: 000003429

There are 4 common reason why you cannot log into the platform.

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. What is two-factor authentication and how do I enable/disable two-factor authentication?: 000009403

Learn how to turn on/off two-factor authentication, a feature that enables you to add an extra layer of security to your Taulia account.

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