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Q. Why am I unable to create an invoice?: 000003605

Article Number: 000003605

The ability to create an invoice depends on the platform features your customer has enabled. There are two main reasons why you may not be able to create an invoice:

1 - Your customer does not offer electronic invoicing through Taulia.

  • If your customer does not offer electronic invoicing through Taulia, it typically means that you submit invoices to your customer like you do today. Taulia can then be used to track the status of your invoices or request early payment. Check the Custom FAQ section from your account homepage to confirm how Taulia is supposed to be used for your customer.

2 - You have a read-only user role.

  • If you know your customer offers electronic invoicing through Taulia but you are not able to create an invoice, it's possible that you have a read-only user role. Please contact your account admin to update your role if needed. For additional assistance regarding what you can do in your account, contact Taulia Support.

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