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.
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.
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.
Information on how to enroll to start using Taulia.
Follow these instructions if you tried to reset your password but did not receive the email notification with the reset instructions.
Quickly learn about Taulia and how to use it!
Information on how to upload CFDI compliant invoices for Mexico.
Information on how to upload CFDI compliant invoices for Mexico.
What to do if you have not received your payment.
Contact your customer for payment term related questions
Here is a quick explainer on how early payment can be used to close cash gaps.
Information on how to complete enrollment in Taulia through Supplier Launch.
Definition of each email notification setting.
The Taulia platform supports over 16 languages and growing!
Invoices with a pending review status requires additional action.
Learn how getting paid early can benefit your business.
Information about deleting an invoice in the portal
Information on when you should create an invoice against a PO.
Learn how to turn on two-factor authentication, a feature that enables you to add an extra layer of security to your Taulia account.
Information on how to remove banking information in the portal.
Instruction on how to generate HAR file for further troubleshooting.
Branch permissions allow account admins to give access to specific data in the portal.
Information why your invoice is showing 'In Process'.
Information on how Taulia supports e-invoicing globally.
Available portal features depends on what your customer enable for their suppliers to use in the Taulia portal.
Accepted early payment offers cannot be reversed. Please contact your customer if you have questions.
Dynamic Payment Terms allow you to get paid as soon as your invoices are approved in exchange for a prorated discount.
If you are not able to find a PO in the portal, please contact your customer.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Branch permissions allow account admins to give access to specific data in the portal.
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.
Please note that only account admins have the ability to manage users and change user roles.
Manage your bank information through the portal!
Your customer may leave a reason why an invoice is rejected, incomplete, voided and or a reason for other available statuses. It may also show you what stage of approval your invoice is in.
Vanessa, Technical Services Manager
