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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Use the "Send Message" option to quickly contact your customer through the portal!
Use Cash Planner to get paid early on your approved invoices.
Confirming or Acknowledging a PO from your customer.
Country specific tax information requirements when creating an invoice.
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.
Accepted early payment offers cannot be reversed. Please contact your customer if you have questions.
Invoices with a pending review status requires additional action.
Information on how to add other customer accounts to your current Taulia account.
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.
The contacts feature allows you to manage your company's contact information that can be used by your customer to get in touch with your internal contacts.
Some customers require their suppliers to enter the current exchange rate when submitting an invoice.
What to do if you have not received your 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.
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.
Tax is typically required for all invoices but this requirement depends on your customer.
Taulia does not approved or reject invoices. The invoice approval process is owned by your customer.
Contact support if you are not able to find the help information you need.
This invoice error means the invoice you submitted for processing is over the value of the PO.
Information on how to create multiple invoices for the same purchase order
Contact your customer for payment term related questions
You can update the email address that you use to access Taulia.
Information about data security through the Taulia portal
eFile allows you to submit invoices to your customer through EDI, CSV or XML formats.
Attaching an invoice will not populate the invoice fields. You must create the invoice in the portal.
This occurs due to a preset limit set in your customer's system for freight charges and can only be updated internally by your buyer/liaison, or your customer's AP team.
Line items removed during invoice creation are removed only from the invoice being created. They are not deleted from the PO.
The ability to create an invoice depends on the portal features your customer has enabled or your user role.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Use the email notification settings feature to manage your email notifications.
Learn how to turn on two-factor authentication, a feature that enables you to add an extra layer of security to your Taulia account.
In this article you will find main possible issues about two-factor authentication.
Manage your bank information through the portal!
Create an invoice against a PO through the portal.
Some European suppliers require to have the compliance saved prior to invoice submission.
