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Q. How do I create a Non-PO invoice (eForm)?: 000003640

Article Number: 000003640



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

Easily submit your non-po based invoices through the Taulia platform. Because Taulia is connected to your customer's accounting system, invoices submitted through Taulia are received by your customer in real-time. With Taulia, invoice submission is fast and easy.

For information on how to create a PO-based invoice, see Q. How do I create an invoice from a purchase order (eFlip)?


Before you get started, please take note of the following:

  • Not all customers allow non-po invoicing through the portal. If you don't have non-po invoicing capabilities in Taulia, contact your customer.
  • Your customer may have customized fields in the invoice creation screen that is not explained in this article. Use the "?" next to the field for additional information.
  • Freight can be added as an Additional Item but cannot be the sole content of the invoice.
  • Visit the Custom FAQ page in your portal account to see additional information about creating an invoice.



Follow these instructions to create a non-po invoice:

1 - Click on Create Invoice from the home page.

2 - Click the Create Non-PO Invoice button in the top right-hand corner of the Create Invoice screen.

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3 - If your company and customer has multiple branch/locations, you may be asked to select from the following fields:

  • Supplier
  • Customer

Select the correct Supplier information where the invoice is coming from. You may also select the customer location you are invoicing from the Customer option. Select Create Non-PO Invoice to continue.


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Keep in mind that each customer has their own invoicing field requirements. The following instructions may not fully reflect what you have in your non-po invoicing screen.

4 - Now that you are in the non-po invoice creation screen, enter the following invoice header information:

  • Add Invoice Number (mandatory)
  • Add Invoice Date (mandatory)
  • Enter Supply Date (not mandatory, unless the customer you are invoicing is in Europe)
  • Select the correct Currency (mandatory)
  • Enter Customer/Requester Contact/Approver contact. (This is required by some customers)
  • Customer Tax ID / Tax Type must always be left blank unless you are a European Supplier. This field is typically auto-populated if you have this information set up under My Details > Tax Identifiers.


5 - Fill in the invoice line item details:

  • Description 
  • Unit 
  • Quantity 
  • Unit Price
  • Tax Type (some suppliers will need to select the tax type for each line item)


6 - If you need to add more line items, select Add Line.

7 - At the bottom of the invoicing screen, enter the following information:

  • Additional Items, such as freight charges, etc. (if applicable to your invoice).
    • You cannot create an invoice with only freight as an additional item. Contact your buyer if you need to create an invoice for freight only.
  • Add a Comment(notes about the invoice, etc.)
  • Click Upload Attachment to upload a PDF copy of your own itemized invoice (typically required),
  • Enter Exchange Rate (if applicable). If you are invoicing local VAT in another currency than the VAT will be reported in, it is highly important for tax purposes to always fill in the correct exchange rate on the invoice.
  • Select Pay Me Early to receive early payment as soon as the invoice is approved (if available)

 
8 - Click Submit Invoice

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9 -  You can track the status of your invoice through the My Invoices section of the portal. Click here to check the status of your invoice.


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