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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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.
Information on how to electronically submit invoices from Portugal to properly comply with Portuguese tax laws for electronic invoice submissions.
Information on how to create multiple invoices for the same purchase order
Explains how to use the invoice submission report when sending invoices through eFile
Information on how to print a copy of the purchase order from the portal.
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.
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 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.
Available portal features depends on what your customer enable for their suppliers to use in the Taulia portal.
Searching for purchase order information 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.
Learn how getting paid early can benefit your business.
Instruction on how to generate HAR file for further troubleshooting.
An email is generated daily that contains an invoice submission report. This report will tell you what invoice(s) failed submission to Taulia.
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.
Some customers require their suppliers to enter the current exchange rate when submitting an invoice.
Use the "Send Message" option to quickly contact your customer through the portal!
You can update the email address that you use to access Taulia.
Attaching an invoice will not populate the invoice fields. You must create the invoice in the portal.
Use the email notification settings feature to manage your email notifications.
Information on how to remove banking information in the portal.
Information on how to check the status of invoices submitted using the Invoice Upload feature.
Information on when you should create an invoice against a PO.
Some customers require their vendors to upload current certifications, such as ISO9001 and/or TS16949 Certifications or proof of insurance.
Your vendor information is accessible under My Details in the portal.
When an invoice is returned with an "Incomplete" status, it means the invoice did not pass some validation rules set by your customer.
Attaching supporting documentation to your invoice.
Country specific tax information requirements when creating an invoice.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Your account will lock if you enter your password incorrectly more than 5 times. You will need to reset your password in order to unlock your account.
You can manage your account users in the portal and provide different levels of access.
Enroll for mass invoicing.
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.
In this article you will find main possible issues about two-factor authentication.
Attaching an invoice will not populate the invoice fields. You must create the invoice in the portal.
