Taulia experience center

Article Number: 000008595

Note - features described below may not be available in your portal.

Welcome!

Congratulations on taking the first steps to streamline your invoicing process! The Taulia platform makes it easy to submit your invoices electronically, as well as monitor the status of your invoice invoices in real-time.

Remember - Taulia does not review/approve/reject invoices. This process will continue to be owned by your customer. 

Here are some very helpful tips that can help you easily create, and manage your invoices through Taulia.

Invoicing

• How do I create an invoice from a purchase order (eFlip)? 
• How do I create a Non-PO invoice (eForm)?
• Can I attach my invoice instead of creating the invoice in the portal?
• How do I remove line items from a PO that I currently do not want to invoice?
• How do I add a line item on my non-po invoice?

Invoice Status & Search

• How do I check the status of my invoice?
• How do I search for invoices?
• What are the different invoice statuses?
• Why was my invoice rejected/voided?

Invoice Management

• How do I save my invoice as draft?
• How do I cancel an invoice?
• How do I download an invoice report?
• How do I print a copy of an invoice?

Be sure to visit the Custom FAQ section of your account to see additional information from your customer on how to use Taulia. To learn more about other Taulia general features, visit support.taulia.com.