Taulia experience center
CUSTOMER SUPPORT SERVICES
CUSTOMER SUPPORT SERVICES
We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.
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.
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| Follow the instructions below to create a PO based invoice for CCHMC: 1 - From the portal homepage, select Create Invoice. 2 - Search for the PO you want to invoice then select Create Invoice. 3 - Enter the following invoice header information: -Invoice Number. Use the same invoice number you use in your accounting system. -Invoice Date -Your contact at CCHMC 4 - Edit the line item Quantity (if needed) that you need to invoice. Note - If there are line items in the PO that you currently do not want to invoice, select X to remove the line item. The removed line items will disappear from this invoice, but will remain in the PO for future invoices. 5 - Select Upload Attachment to attach supporting documentation to your invoice. You can also add additional charges like "Freight" or "Insurance" by clicking on the "Add" button. 6 - Enter the Sales Tax. 7 - Select Submit Invoice. Once the invoice is submitted, you can track the status by going to the My Invoices section of the portal. |
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Vanessa, Technical Services Manager
