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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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.
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.
Create an invoice against a PO through 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.
Contact your buyer if your purchase order has wrong information.
Remember to use the daily invoice submission report you receive by email to see why your invoice(s) are not processing.
Line items removed during invoice creation are removed only from the invoice being created. They are not deleted from the PO.
Resize your attachment if it exceeds the file size limitation.
Please note that only account admins have the ability to manage users and change user roles.
You are able use all of the Taulia Supplier Portal features using just your web browser without installing any software.
Attachment file size limit
Your vendor information is accessible under My Details in the portal.
Remove PO line items you are not invoicing. These line items will remain available for invoicing at a later time.
Taulia does not approved or reject invoices. The invoice approval process is owned by your customer.
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.
Branch permissions allow account admins to give access to specific data in the portal.
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.
Explains how to use the invoice submission report when sending invoices through eFile
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.
Information on how to print a copy of the purchase order from the portal.
Information on how to manage user access to your Taulia accounts.
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.
eSend allows you to email your PDF invoices to your customer.
Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.
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.
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.
Create an invoice against a PO through the portal.
