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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Use Cash Planner to get paid early on your approved invoices.
Invoices with a pending review status requires additional action.
Information on when you should create an invoice against a PO.
Invoice payment structure varies by customer. You will find the invoice payment term by looking at your invoice or PO in the portal.
You cannot submit an invoice with zero value or quantity within the line item. You will need to delete this line item before submitting the invoice.
Use the "Send Message" option to quickly contact your customer through the portal!
Your vendor information is accessible under My Details in the portal.
Steps on how to submit your invoice after you are configured for eFile
Many portal users use Taulia for different customers. Because of this, accounts are typically merged to provide easy access for multiple customers using one email account in Taulia.
Taulia offers multiple options to get paid early on your invoice!
Tax is typically required for all invoices but this requirement depends on your customer.
Contact your customer for payment term related questions
Invoices that are "In Process" will typically have a "TBD status.
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.
Information on how Taulia supports e-invoicing globally.
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.
Information on how to manage user access to your Taulia accounts.
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.
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.
Instruction on how to generate HAR file for further troubleshooting.
Search for invoices that has been created against a Purchase Order.
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.
Tips and best practices on how to submit invoices electronically through the portal.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Use the email notification settings feature to manage your email notifications.
Search for your invoice remittance details.
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.
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.
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.
In this article you will find main possible issues about two-factor authentication.
