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.
Home /
Information on when you should create an invoice against a PO.
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.
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.
Invoice payment structure varies by customer. You will find the invoice payment term by looking at your invoice or PO in the portal.
What to do if an invoice is rejected via eFile.
If your customer has this feature enabled, you can view and download the PO image directly from Taulia.
If you are a new supplier that needs to use Taulia for the first time, you will need to be invited by your customer to use the portal. Please contact your customer for your invitation.
Line items removed during invoice creation are removed only from the invoice being created. They are not deleted from the PO.
Remember to use the daily invoice submission report you receive by email to see why your invoice(s) are not processing.
Please note that only account admins have the ability to manage users and change user roles.
Attachment file size limit
Resize your attachment if it exceeds the file size limitation.
Invoices with a pending review status requires additional action.
You can only add additional line items to your invoice when creating a Non-PO Invoice.
The error "There was a problem recording your acceptance of our Terms and Conditions" may come up when accepting the T&C for the first time.
Explains how to use the invoice submission report when sending invoices through eFile
Remove PO line items you are not invoicing. These line items will remain available for invoicing at a later time.
There is no action required on your part when receiving this email notification.
You can save your invoice as draft in the portal. This will allow you to make changes to the invoice at a later time.
When you select "Submit" after creating an invoice but nothing happens, this typically means you are missing required field(s) that needs to be filled out.
Search for invoices that has been created against a Purchase Order.
Information on how to electronically submit invoices from Portugal to properly comply with Portuguese tax laws for electronic invoice submissions.
You have the ability to download purchase order reports directly from the portal.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
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.
Information on how to upload invoices through the supplier platform using the Invoice Upload feature.
You can manage your account users in the portal and provide different levels of access.
eSend allows you to email your PDF invoices to your customer.
When an invoice is returned with an "Incomplete" status, it means the invoice did not pass some validation rules set by your customer.
Please note that only account admins have the ability to manage users and change user roles.
