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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Line items removed during invoice creation are removed only from the invoice being created. They are not deleted from the PO.
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.
Resize your attachment if it exceeds the file size limitation.
You can save your invoice as draft in the portal. This will allow you to make changes to the invoice at a later time.
This invoice error means the invoice you submitted for processing is over the value of the PO.
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.
You can only add additional line items to your invoice when creating a Non-PO Invoice.
Tips and best practices on how to submit invoices electronically through the portal.
Tax is typically required for all invoices but this requirement depends on your customer.
You can add line items to your non-po invoice.
Some customers allow their suppliers to create a duplicate copy of an non-po invoice that has already been created.
Some customers require their suppliers to enter the current exchange rate when submitting an invoice.
Attaching an invoice will not populate the invoice fields. You must create the invoice in the portal.
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.
Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.
The ability to create an invoice depends on the portal features your customer has enabled or your user role.
Attaching supporting documentation to your invoice.
The contact name field is typically required for non-po invoices.
Depending the invoicing country's electronic invoicing policies, some suppliers may be asked to attach and upload a legal PDF invoice before the invoicing process can begin.
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.
Check the status of your invoice.
Explains how to use the invoice submission report when sending invoices through eFile
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.
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.
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.
