Taulia experience center
CUSTOMER SUPPORT SERVICES
CUSTOMER SUPPORT SERVICES
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Follow to the instructions below to learn how to upload your Mexico SAT compliant CFDI invoice.
1 - Click on Create Invoice from the home page.
2 - Type the PO number that you wish to invoice in the PO number field and click on Find Purchase Order. Once you locate the PO, click Create Invoice to the right of it.
3 - Click on Select and Upload File to locate and upload the .xml file that contains your invoice data. File format must be SAT compliant CFDI. Maximum size is 19.0 MB. The uploaded data will automatically populate the invoice.
4 - Select the PO item(s) that you wish to invoice for each invoice line.
Learn how to turn on/off two-factor authentication, a feature that enables you to add an extra layer of security to your Taulia account.
In the Supplier Center you can add new admin user individually or mass upload to already enrolled vendors in the Taulia Portal.
Information on how to address suppliers with Needs Attention status in the Buyer UI.
Summary of the Service Pack 02 version of the Taulia Add-on.
Description of how Taulia sends invitation emails to suppliers. Information about frequency and volume of invitation reminders.
Summary of the 5.0 version of the Taulia Add-on, released September 2023.
Vanessa, Technical Services Manager
