Taulia experience center

Article Number: 000007815

Follow the instructions below to create a PO based invoice for Kimberly-Clark:

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
• Invoice Date - invoice backdating is not allowed.

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.


 

• For standard POs, you should not edit the unit price. If it's incorrect, please, contact your buyer.
• Service POs have a "Service Amount” text  in the line description. This contains the total value of your service PO. Enter 1 in the Quantity field. You will then enter the service value you are invoicing in the Unit Price field.

5 - PDF attachments are required for Service POs. 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.