Taulia experience center

Article Number: 000008529

Follow the instructions below to create a non-po based invoice for Colgate-Palmolive:

Note - If you are not configured by Colgate-Palmolive to submit non-po invoices, you will get an error. Contact your buyer if you have questions.

1 - From the portal homepage, select Create Invoice.



2 - Select Create Non-PO Invoice.



3 - Select the Colgate-Palmolive business unit that you need to invoice from the Customer list then select Create Non-PO Invoice.



4 - From the invoice creation screen, enter the following invoice header information:

• Invoice Number
• Invoice Date
• Currency (select the correct currency)
• Requestor (enter the email address of your buyer which should end with @colpal.com, @hillspet.com, @gaba.com, or @tomsofmaine.com)
• Invoice Type
• Downpayment Req (Select the box if the invoice is a downpayment request)
• Bank Name
• Supplier Tax Identifier

5 - Edit the following fields in the line item(s)

• Item Description (enter your line item description)
• Unit (select the correct UOM)
• Quantity 
• Unit Price 
• Tax Type
• PO Number & PO Line Item (required if invoice type = Freight and ERS)
• Expense Type (required if invoice type = Freight)
• Bill Of Lading (required if invoice type = Freight)
• Invoice Delivery Note (required if invoice type = Freight)
• Expense Type (required if invoice type = Freight - select the expense type for the line item)
• Start Date (required if the invoice type = Consignment MRKO and ERS)
• End Date (required if the invoice type = Consignment MRKO)
   

Note - Select + Add Line to add more line items

6 - Under Additional Items, you can add additional charges for freight, packing, etc.



7 - Select Upload Attachment to attach supporting documentation to your invoice.

8 - If available, select the Pay Me Early Option box to get paid as soon as the invoice is approved in exchange for a small discount.

9 - Select Submit Invoice. Once the invoice is submitted, you can track the status by going to the My Invoices section of the portal.