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 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.
Information on how to manage user access to your Taulia accounts.
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.
What to do if an invoice is rejected via eFile.
Line items removed during invoice creation are removed only from the invoice being created. They are not deleted from the PO.
If your customer has this feature enabled, you can view and download the PO image directly from Taulia.
Remember to use the daily invoice submission report you receive by email to see why your invoice(s) are not processing.
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.
Attachment file size limit
You can only add additional line items to your invoice when creating a Non-PO Invoice.
Invoices with a pending review status requires additional action.
An email is generated daily that contains an invoice submission report. This report will tell you what invoice(s) failed submission to Taulia.
Information about deleting an invoice in the portal
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.
Explains how to use the invoice submission report when sending invoices through eFile
Allowed attachments when submitting PDF invoices.
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.
There are a few reasons why your invoice number might be slightly different than the number you submitted.
eFile allows you to submit invoices to your customer through EDI, CSV or XML formats.
You can add line items to your non-po invoice.
You can update the email address that you use to access Taulia.
If you are not able to find a PO in the portal, please contact your customer.
Who to contact if your invoice remittance details is missing.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
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.
When an invoice is returned with an "Incomplete" status, it means the invoice did not pass some validation rules set by your customer.
Create a credit note for an invoice you have submitted.
You can update the email address that you use to access Taulia.
Cashflow™ is a feature that enables you to automatically receive early payments after an invoice is approved by your customer.
You can manage your account users in the portal and provide different levels of access.
