Loader

Taulia experience center

CUSTOMER SUPPORT SERVICES

Quick tips and tidbits

What’s happening at Taulia?

ALL NEWS & RESOURCES

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.

Home /

Support Topic

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

Article Number: 000003637

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

If you have the ability to create non-po invoices in the portal, you may also have the ability to clone previously created invoices! This feature will save you time when invoicing the same items multiple times. 

  • If this feature is enabled by your customer, you can only clone/duplicate non-po invoices.


Please do the following to clone a non-po invoice:

1 -
Log into the portal.

2 - Go to My Invoices and search for the invoice you want to clone (remember, you can only clone non-po invoices).

3 - Under the Actions column, select the gear icon and select Clone.

User-added image

4 - This will open a new non-po invoice creation screen with the cloned data.



What will be cloned?

  • Everything from the original invoice will be copied to the new invoice except for the invoice number and any attachments.

What will not be cloned?

  • Invoice number and any attachments.

Was this article helpful?

   

TOP FREQUENTLY ASKED QUESTIONS

Q. What invoice status information can my suppliers see?: 000008758

Information about the various invoice statuses and how a supplier can see a detailed status description.

Invoice failing with Transmission Error.: 000010633

This article explains what to be checked when the supplier reports their invoice has failed submission and shows in the portal status INCOMPLETE failing due to Transmission Error.

AR Financing Receivables Payments: 000010699

Easily view and download AR Financing payment data from the Receivables Payments page.

AR Financing Receivables Invoices: 000010698

Easily view all of your AR Financing invoices, view and request AR Financing early payments, and view payments associated with AR Financing invoices from the Receivables Invoices page.

Q. How are my suppliers notified of changes to their purchase orders?: 000008751

Taulia has a feature that notifies suppliers of what has been changed by highlighting certain fields. Suppliers also get email notifications of these changes. This article describes how Taulia’s purchase order change notification feature behaves.

Q. Does Taulia support Single Sign On (SSO) for suppliers?: 000008736

Information on Taulia’s supplier Single Sign On policy.

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

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

“Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Sed et ligula non.”

Vanessa, Technical Services Manager

Important Message
Got It