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CUSTOMER SUPPORT SERVICES
CUSTOMER SUPPORT SERVICES
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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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From the portal homepage, select Create Invoice.
Select Create Non-PO Invoice.
Select the correct business unit
Enter the following invoice header information:
Invoice Number - special characters and spaces are allowed.
Invoice Date - invoice backdating is not allowed.
Customer Tax Identifier - this field is mandatory.
Contact Name - also a mandatory field.
Edit the line item Description, Unit, Quantity, Unit Price that you need to invoice.
Note - To add additional line items in the invoice, select Add Line. Also, if items are highlighted red, means they are required to be filled out.
5 - Select Upload Attachment to attach supporting documentation to your invoice. You can also add an Invoice delivery note and a comment for your customer. Restocking Fee is only used when creating a credit memo.
The currency should always be USD.
6 - 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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Use Taulia portal to check if an invoice is blocked or netter for early payment.
Vanessa, Technical Services Manager