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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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What is Taulia

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

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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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8 Articles

Are you ready to join over a million suppliers (and counting) on the Taulia network? This section covers articles related to getting invited by your customer to join Taulia.

Using Supplier Launch

1 Articles

Are you ready to join over a million suppliers (and counting) on the Taulia network? This section covers articles related to getting invited by your customer to join Taulia.

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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 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. How do I download a payment report?: 000003471

You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.

Q. How do I start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

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 manage my invoice compliance details?: 000003624

Some European suppliers require to have the compliance saved prior to invoice submission.

Q. How do I change user roles?: 000003385

Please note that only account admins have the ability to manage users and change user roles.

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