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.
Home /
Follow the steps below to create an invoice against a purchase order from PG&E:
1 - From the portal homepage, select Create Invoice.
2 - Search for the PO that you want to invoice then select Create Invoice.
3 - You are required to fill in the following fields in the invoice header section:
Invoice Number
Invoice Date
Customer Contact (enter the name or email address of your PG&E buyer)
4 - Edit (if needed) the Quantity that you need to invoice. If the Unit Price is incorrect, contact your PG&E buyer. If this is a Service PO, the Unit Price field will be locked with a value of $1.00. You will need to enter the value that you need to invoice in the Quantity field.
5 - If you would like to add Freight or other miscellaneous charges outside of a line item, use the Additional Items section. Select + Add after making your selection then enter the amount of the additional charge.
6 - Select the Pay Me Early Option box if you wish to get paid as soon as the invoice is approved.
7 - Select Submit Invoice. Once the invoice is submitted, you can track its status by going to the My Invoices section of the portal.
If you wish to cancel an invoice you submitted, please see How do I cancel an invoice I submitted to PG&E?
Easily upload new invoices to Taulia for AR financing.
This article will explain the most common reasons why an AR Financing invoice may not be in Available status.
Information on Taulia’s supplier deactivation policy.
Article for some basic troubleshooting steps that you should perform to make sure that the Taulia Add-on sent out your data successfully.
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.
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.
Vanessa, Technical Services Manager
