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 manage your account users in the portal and provide different levels of access.
Searching for purchase order information in the portal.
Information on how to remove banking information in the portal.
Instruction on how to generate HAR file for further troubleshooting.
Information on how Taulia supports e-invoicing globally.
Information why your invoice is showing 'In Process'.
Branch permissions allow account admins to give access to specific data in the portal.
Available portal features depends on what your customer enable for their suppliers to use in the Taulia portal.
Information containing possible reasons why an invoice submitted from Mexico is not accepted.
Information on how to electronically submit invoices from Portugal to properly comply with Portuguese tax laws for electronic invoice submissions.
Tips and best practices on how to submit invoices electronically through the portal.
Information on how to upload invoices through the supplier platform using the Invoice Upload feature.
Learn how to turn on company-wide two-factor authentication, a feature that enables you to add an extra layer of security to your whole Taulia account.
In this article you will find main possible issues about two-factor authentication.
Learn how to turn on/off two-factor authentication, a feature that enables you to add an extra layer of security to your Taulia account.
Invoice Upload allows you to easily submit multiple invoices at once through the Taulia platform by uploading a csv or xls file of the invoice and line item data.
Information on how to check the status of invoices submitted using the Invoice Upload feature.
Taulia does not approved or reject invoices. The invoice approval process is owned by your customer.
Information on how to manage user access to your Taulia accounts.
Information on how to activate your account after you have been invited by your customer to use Taulia.
Information on how to add other customer accounts to your current Taulia account.
Depending the invoicing country's electronic invoicing policies, some suppliers may be asked to attach and upload a legal PDF invoice before the invoicing process can begin.
Information on when you should create an invoice against a PO.
Information about deleting an invoice in the portal
Learn how getting paid early can benefit your business.
Use Cash Planner to get paid early on your approved invoices.
Information on how to update your address data.
Information on how to print a copy of the purchase order from the portal.
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 save your invoice as draft in the portal. This will allow you to make changes to the invoice at a later time.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Manage your bank information through the portal!
Branch permissions allow account admins to give access to specific data in the portal.
Create a credit note for an invoice you have submitted.
You can manage your account users in the portal and provide different levels of access.
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.
Use the email notification settings feature to manage your email notifications.
