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.
Home /
Use Cash Planner to get paid early on your approved invoices.
Contact your buyer if your purchase order has wrong information.
Dynamic Payment Terms allow you to get paid as soon as your invoices are approved in exchange for a prorated discount.
You are able use all of the Taulia Supplier Portal features using just your web browser without installing any software.
For EDI suppliers, a 997 is provided to acknowledge that Taulia received your invoice. Receiving a 997 does not mean your invoice was successfully processed.
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.
Resize your attachment if it exceeds the file size limitation.
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.
Tips and best practices on how to submit invoices electronically through the portal.
Information on when you should create an invoice against a PO.
Information about deleting an invoice in the portal
Explains how to use the invoice submission report when sending invoices through eFile
There is no action required on your part when receiving this email notification.
Information on how to check the status of invoices submitted using the Invoice Upload feature.
There are a few reasons why your invoice number might be slightly different than the number you submitted.
Remember to use the daily invoice submission report you receive by email to see why your invoice(s) are not processing.
The Taulia Supplier Portal refers to the packing slip as a Delivery Note. The Delivery Note field is located above the Comment box at the bottom of the invoice creation screen.
Steps on how to submit your invoice after you are configured for eFile
Information about data security through the Taulia portal
You have the ability to download purchase order reports directly from the portal.
You can only add additional line items to your invoice when creating a Non-PO Invoice.
An email is generated daily that contains an invoice submission report. This report will tell you what invoice(s) failed submission to Taulia.
Attachment file size limit
Allowed attachments when submitting PDF invoices.
Some customers require their vendors to upload current certifications, such as ISO9001 and/or TS16949 Certifications or proof of insurance.
Contact your customer for payment term related questions
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Define what each PO status mean in the portal.
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.
Create an invoice against a PO through the portal.
You can update the email address that you use to access Taulia.
Managing your company tax ID numbers through the platform.
Branch permissions allow account admins to give access to specific data in the portal.
