Technical Support Services
Search :
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.
Home /
You can manage your account users in the portal and provide different levels of access.
Taulia offers multiple options to get paid early on your invoice!
Some European suppliers require to have the compliance saved prior to invoice submission.
Learn how getting paid early can benefit your business.
The My Offer option shows up in an invoice when your customer approves an invoice and is offers an early payment.
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.
Attaching an invoice will not populate the invoice fields. You must create the invoice in the portal.
Here is a quick explainer on how early payment can be used to close cash gaps.
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.
Create an invoice against a PO through the portal.
Manage your bank information through the portal!
Information on how to enroll to start using Taulia.
Contact support if you are not able to find the help information you need.
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.
Use the email notification settings feature to manage your email notifications.
Follow these instructions if you tried to reset your password but did not receive the email notification with the reset instructions.
There are 3 common reason why you cannot log into the platform.
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 Cashflow™, a feature that enables you to automatically receive early payments after invoice approval by customers in exchange for a percentage.
Use the "Send Message" option to quickly contact your customer through the portal!
Information on how to update your address data.
When an invoice is returned with an "Incomplete" status, it means the invoice did not pass some validation rules set by your customer.
Searching for purchase order information in the portal.
Invoice payment structure varies by customer. You will find the invoice payment term by looking at your invoice or PO in the portal.
Create a credit note for an invoice you have submitted.
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.
Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.
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.
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.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
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.
You can update the email address that you use to access Taulia.
Please note that only account admins have the ability to manage users and change user roles.
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.
Taking a desktop screenshot.
Vanessa, Technical Services Manager
