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SUPPLIER SUPPORT SERVICES

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TAULIA SUCCESS GUIDE

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Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.

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We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

Support Policies

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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Q. How do I contact my customer?: 000003346

You can find your customer contact information by following this article.

Q. How do I accept early payment offers for my invoice?: 000003503

Use the My Offers option to accept early payment on approved invoices.

Q. How do I use Cash Planner?: 000003166

Use Cash Planner to get paid early on your approved invoices.

Q. How do I cancel an early payment request?: 000006578

Accepted early payment offers cannot be reversed. Please contact your customer if you have questions.

Q. What are Dynamic Payment Terms (DPTs)?: 000003202

Dynamic Payment Terms allow you to get paid as soon as your invoices are approved in exchange for a prorated discount.

Q. Where can I see early payment rates on invoices I have submitted for early payment?: 000003507

Invoice early payment details can be viewed directly from the invoice details section.

Q. How do I get paid early (early payment)?: 000003465

Taulia offers multiple options to get paid early on your invoice!

Q. How do I request early payment for my invoice?: 000003463

If your customer has previously offered Early Payments on your invoices, you can choose to have your newly created invoice automatically paid as soon as it is approved.

Q. How do I enable/disable the auto-acceptance of Early Payments Offers? (Cashflow™): 000003181

Learn how to turn on Cashflow™, a feature that enables you to automatically receive early payments after invoice approval by customers in exchange for a percentage.

Q. What are the benefits of getting paid early?: 000008540

Learn how getting paid early can benefit your business.

Q. What is Cashflow™?: 000003360

Cashflow™ is a feature that enables you to automatically receive early payments after an invoice is approved by your customer.

Q. Can you tell me a scenario on why I might request early payment for my invoice?: 000008470

Here is a quick explainer on how early payment can be used to close cash gaps.

TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. How do I add or update my bank account/information?: 000003497

Manage your bank information through the portal!

Q. How do I merge/combine my Taulia accounts into one?: 000003598

If you have more than one customer using the Taulia Portal and you need access to two or more accounts with the same login, you can combine your customers to one login.

Q. How do I create invoices using the Invoice Upload feature?: 000008597

Information on how to upload invoices through the supplier platform using the Invoice Upload feature.

AR Financing Receivables Invoice Upload: 000010700

Easily upload new invoices to Taulia for AR financing.

Q. How do I update my company/remit/shipment address?: 000003169

Information on how to update your address data.

Q. My purchase order is missing. Who should I contact?: 000003198

If you are not able to find a PO in the portal, please contact your customer.

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