Taulia experience center
SUPPLIER SUPPORT SERVICES
SUPPLIER SUPPORT SERVICES
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.
We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.
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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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.
Country specific tax information requirements when creating an invoice.
Invoices with a pending review status requires additional action.
Line items removed during invoice creation are removed only from the invoice being created. They are not deleted from the PO.
Remove PO line items you are not invoicing. These line items will remain available for invoicing at a later time.
The Taulia Supplier Portal refers to the packing slip as a Delivery Note. The Delivery Note field is located above the Comment box at the bottom of the invoice creation screen.
Resize your attachment if it exceeds the file size limitation.
What to do if an invoice is rejected via eFile.
Please note that only account admins have the ability to manage users and change user roles.
There are multiple ways to successfully log into the platform.
Search for invoices that has been created against a Purchase Order.
Allowed attachments when submitting PDF invoices.
Remember to use the daily invoice submission report you receive by email to see why your invoice(s) are not processing.
Dynamic Payment Terms allow you to get paid as soon as your invoices are approved in exchange for a prorated discount.
There is no action required on your part when receiving this email notification.
Information about deleting an invoice in the portal
Attachment file size limit
You can save your invoice as draft in the portal. This will allow you to make changes to the invoice at a later time.
Contact your customer for payment term related questions
This invoice error means the invoice you submitted for processing is over the value of the PO.
You have the ability to download purchase order reports directly from the portal.
Information on how to electronically submit invoices from Portugal to properly comply with Portuguese tax laws for electronic invoice submissions.
If your customer has this feature enabled, you can view and download the PO image directly from Taulia.
Information about data security through the Taulia portal
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
You can manage your account users in the portal and provide different levels of access.
Check the status of your invoice.
Explains how to use the invoice submission report when sending invoices through eFile
Your customer may leave a reason why an invoice is rejected, incomplete, voided and or a reason for other available statuses. It may also show you what stage of approval your invoice is in.
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.
Your account will lock if you enter your password incorrectly more than 5 times. You will need to reset your password in order to unlock your account.
