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.
Information on how to manage user access to your Taulia accounts.
Invoice payment structure varies by customer. You will find the invoice payment term by looking at your invoice or PO in the portal.
If your customer has this feature enabled, you can view and download the PO image directly from Taulia.
What to do if an invoice is rejected via eFile.
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.
Branch permissions allow account admins to give access to specific data in the portal.
Taulia does not approved or reject invoices. The invoice approval process is owned by your customer.
Information on how to create multiple invoices for the same purchase order
Use the "Send Message" option to quickly contact your customer through the portal!
Contact your buyer if your purchase order has wrong information.
Contact support if you are not able to find the help information you need.
Cashflow™ is a feature that enables you to automatically receive early payments after an invoice is approved by your customer.
Please note that only account admins have the ability to manage users and change user roles.
Remember to use the daily invoice submission report you receive by email to see why your invoice(s) are not processing.
Attachment file size limit
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.
Country specific tax information requirements when creating an invoice.
You can only add additional line items to your invoice when creating a Non-PO Invoice.
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.
There is no action required on your part when receiving this email notification.
Remove PO line items you are not invoicing. These line items will remain available for invoicing at a later time.
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.
Create an invoice against a PO through the portal.
Your vendor information is accessible under My Details in the portal.
If your customer has previously offered Early Payments on your invoices, you can choose to have your newly created invoice automatically paid as soon as it is approved.
Manage your bank information through the portal!
You can manage your account users in the portal and provide different levels of access.
