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Q. Why am I asked to upload a legal PDF invoice when creating an invoice?: 000008669

Depending the invoicing country's electronic invoicing policies, some suppliers may be asked to attach and upload a legal PDF invoice before the invoicing process can begin.

Q. Why am I unable to create an invoice?: 000003605

The ability to create an invoice depends on the portal features your customer has enabled or your user role.

Q. How do I add a line item on my non-po invoice?: 000003639

You can only add additional line items to your invoice when creating a Non-PO Invoice.

Q. Nothing happens when I submit an invoice: 000003543

When you select "Submit" after creating an invoice but nothing happens, this typically means you are missing required field(s) that needs to be filled out.

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. I cannot invoice line items with zero (0) quantity or value.: 000003493

You cannot submit an invoice with zero value or quantity within the line item. You will need to delete this line item before submitting the invoice.

Q. How do I attach documents to my invoice?: 000003372

Attaching supporting documentation to your invoice.

Q. I am getting the error "your customer does not support e-invoicing: 000003524

This means you are in a country that does not support electronic invoicing at this time.

Q. I am getting a "Special charges exceeded" error.: 000003539

If you are getting "Special charges exceeded" error after submitting a PO based invoice, please contact your customer's AP team. They may need to update the PO configuration to allow for special charges to be invoiced against it.

Q. What happens to PO line items I remove when creating an invoice?: 000003600

Line items removed during invoice creation are removed only from the invoice being created. They are not deleted from the PO.

Q. How do I resize my invoice attachments?: 000003319

Resize your attachment if it exceeds the file size limitation.

Q. How many line items can I have for a non-po invoice?: 000003641

You can add line items to your non-po invoice.

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

The contact name field is typically required for non-po invoices.

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. What is the exchange rate when creating an invoice?: 000006033

Some customers require their suppliers to enter the current exchange rate when submitting an invoice.

Q. What is the file size limit for attachments?: 000003625

Invoice supporting documentation file size limit.

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. Can I attach my invoice instead of creating the invoice in the portal?: 000003338

Attaching an invoice will not populate the invoice fields. You must create the invoice in the portal.

Q. How do I clone/copy/duplicate another invoice?: 000003637

Some customers allow their suppliers to create a duplicate copy of an non-po invoice that has already been created.

Q. How do I save my invoice as draft?: 000003188

You can save your invoice as draft in the portal. This will allow you to make changes to the invoice at a later time.

Q. What is the character limit when using the 'Comment' feature for an invoice?

Information on how many characters you can use when adding a comment to an invoice.

Q. I am new to submitting my invoices electronically. What should I know?: 000008595

Tips and best practices on how to submit invoices electronically through the portal.

Q. How can I add a delivery note (packing slip) to an invoice?: 000003325

The Taulia Supplier Portal refers to the packing slip as a Delivery Note. The Delivery Note field is located above the Comment box at the bottom of the invoice creation screen.

TAULIA SUCCESS GUIDE

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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 add or deactivate users?: 000003731

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

Q. My account is locked. How do I reset my password?: 000003590

Your account will lock if you enter your password incorrectly more than 5 times. You will need to reset your password in order to unlock your account.

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

Remove PO line items you are not invoicing. These line items will remain available for invoicing at a later time.

Q. How do I manage my invoice compliance details?: 000003624

Some European suppliers require to have the compliance saved prior to invoice submission.

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

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