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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.

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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PO Invoicing (eFlip™)

18 Articles

Taulia makes electronic invoicing easy. This section covers articles related to creating PO based invoices.

Non-PO Invoicing (eForm™)

18 Articles

Taulia makes electronic invoicing easy. This section covers articles related to creating Non-PO based invoices.

Country Specific Invoicing

6 Articles

Understand how to submit invoices though Taulia based on country-specific requirements. This section covers articles related to how Taulia supports e-invoicing at a per country basis.

Invoice Upload

4 Articles

Submit multiple invoices at once through the Taulia platform by csv or xls. This section covers articles related to the Invoice Upload feature.

Searching for Invoices

5 Articles

Easily find invoices available in Taulia. This section covers articles related to searching invoices in Taulia.

Invoice Reporting

3 Articles

Easily view and export reports related to invoices. This section covers articles related to invoice reporting.

Invoice Status

14 Articles

Use Taulia to check the status of your invoices. This section covers topics articles to the status of your invoices.

Invoice Details

16 Articles

Know the exact details included in your invoice. This section covers articles related to reviewing invoice details.

Credit Notes

1 Articles

Taulia makes it easy to submit credit notes. This section covers articles related to creating and managing credit notes.

Invoice Compliance Data

3 Articles

We work in a global economy that may require country specific compliance data needed for electronic invoicing. This section covers articles related to Compliance Data Settings.

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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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