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SUPPLIER SUPPORT SERVICES

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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.

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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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Getting Started with Taulia

13 Articles

We all need a little guidance sometimes. This section contains articles about items you should tackle first.

Managing Account Users

4 Articles

Bring visibility to more people in your company. Invite key stakeholders to access information in your Taulia account. This section covers articles related to user management.

Managing Email Notifications

4 Articles

A lot of information is passed through Taulia, but you can manage which activities you want to be notified of. This section covers articles related to email notification settings.

Managing User Profiles

3 Articles

Help us get to know you and your preferences. This sections covers articles related to managing your user profile.

Combining/Merging Taulia Accounts

3 Articles

Do you have multiple customers or accounts already on Taulia? You have the option to combine access using a single email account. This section covers articles related to Taulia’s account merging feature.

Featured Articles

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 update my contacts details?: 000003495

The contacts feature allows you to manage your company's contact information that can be used by your customer to get in touch with your internal contacts.

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

Information on how to update your address data.

AR Financing Receivables Payments: 000010699

Easily view and download AR Financing payment data from the Receivables Payments page.

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.

AR Financing Receivables Invoices: 000010698

Easily view all of your AR Financing invoices, view and request AR Financing early payments, and view payments associated with AR Financing invoices from the Receivables Invoices page.

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.

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