Loader

Taulia experience center

SUPPLIER SUPPORT SERVICES

What are suppliers currently asking Taulia?

TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

GET PAID EARLY

Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.

I would like to:

What is Taulia

We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

Support Policies

Taulia Support and the entire Technical Services team is dedicated in helping you succeed. To do that, we have policies in place to show our unwavering commitment to you. Take a moment to read through our support policies to learn more.

We’re here when you need us.
Contact Support

Home /

Support Topic

Q. How do I create a Credit Memo/Note to offset an over payment?: 000003334

Article Number: 000003334

Note - This feature may not be available in your portal.

A credit note (also known as a credit memo) is issued to indicate a return of funds in the event of an invoice error, incorrect or damaged products, purchase cancellation, or circumstances that require a credit to be issued. A credit note can be created to apply a credit for a previous PO or Non-PO invoice.


Before creating a credit note, please take note of the following:

  • Your customer may not accept credit notes credit through the platform. If you are unsure if you can submit credit notes through Taulia, please contact your customer.
  • Once you submit your credit note and it is in process, the PO value will automatically update. If the credit note is rejected, it will remove the value back out of the PO.
  • You will not be able to create a credit note against a PO that is closed. If you are not able to find a PO in the portal, make sure you are entering the correct PO number. If you are not able to find it, the PO may be closed. Please contact your buyer.
  • Depending on your customer, you may only be able to create PO or Non-PO credit notes. Some customers offer both.


To create a credit note, please do the following:

1 - Log onto the Home page of the portal.

2 - Select your customer.


3 - Go to Invoices > Create Credit Note. (tab on top of page)

User-added image

4 - Based on the portal feature offerings of your customer, you may have two options:

  • PO Create Credit Note
  • Create Non-PO Credit Note

Select the option relevant to your scenario. 

User-added image

Note - The process for creating a credit note is similar to creating an invoice. Do not use negative values to signify credit.

5 - Include Credit Note Number*, Orig. Invoice Number, Orig. Invoice Date and Reason for Credit.
* include "cr" as part of the credit note number to signify the invoice as a credit.

6 - Enter the Quantity and/or Unit Price in the Line Items section that you are crediting back to your customer.

7 - Remove lines that are not being credited. (Click "X" to the left of the line item)

8 - Add Comments, Upload Attachments, and Tax. (if applicable)

9 - Click Submit Credit Note.

10 - Check the status of your credit note under My Invoices. For additional concerns, please contact your customer.


Was this article helpful?

   

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 add or update my bank account/information?: 000003497

Manage your bank information through the portal!

Q. How do I update my company name?: 000003500

Q. How do I update my company name?

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

Information on how to update your address data.

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 start/stop receiving email notifications?: 000003472

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

Still can’t find what you’re looking for?

Still can’t find what you’re looking for?

Important Message
Got It