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Home / search for invoices

Support Topic

Results found for "search for invoices"

Support Topic

Q. How do I search for invoices?: 000003525

Article Number: 000003525

Easily search for available invoices in the portal.

Q. How do I search for my payments?: 000003320

Article Number: 000003320

Search for your invoice remittance details.

Q. How do I search for a PO/purchase order?: 000003615

Article Number: 000003615

Searching for purchase order information in the portal.

Q. How do I download a payment report?: 000003471

Article Number: 000003471

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.

Q. How do I contact my customer through the portal?: 000003470

Article Number: 000003470

Use the "Send Message" option to quickly contact your customer through the portal!

Q. I am new to submitting my invoices electronically. What should I know?: 000008595

Article Number: 000008595

Tips and best practices on how to submit invoices electronically through the portal.

Q. Can I create multiple invoices for the same PO?

Article Number: 000008381

Information on how to create multiple invoices for the same purchase order

Q. What are the different PO statuses?: 000003622

Article Number: 000003622

Define what each PO status mean in the portal.

Q. How do I create invoices using the Invoice Upload feature?: 000008597

Article Number: 000008597

Information on how to upload invoices through the supplier platform using the Invoice Upload feature.

AR Financing Receivables Invoices: 000010698

Article Number: 000010698

Easily view all of your AR Financing invoices, view and request AR Financing early payments, and view payments associated with AR Financing invoices from the Receivables Invoices page.

Q. Why can't I find my invoice in the portal? (eFile): 000003522

Article Number: 000003522

Remember to use the daily invoice submission report you receive by email to see why your invoice(s) are not processing.

Q. Where can I see early payment rates on invoices I have submitted for early payment?: 000003507

Article Number: 000003507

Invoice early payment details can be viewed directly from the invoice details section.

Q. I am missing my 997's for EDI transmitted invoices. (eFile): 000003496

Article Number: 000003496

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.

Q. My invoice is showing a pending review status.: 000007549

Article Number: 000007549

Invoices with a pending review status requires additional action.

Q. Why are my AR Financing invoices not available for early payment?: 000010710

Article Number: 000010710

This article will explain the most common reasons why an AR Financing invoice may not be in Available status.

Q. What invoice have been created against my PO?: 000003531

Article Number: 000003531

Search for invoices that has been created against a Purchase Order.

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Article Number: 000003324

Create an invoice against a PO through the portal.

Q. What is the Invoice Upload feature?: 000008598

Article Number: 000008598

Invoice Upload allows you to easily submit multiple invoices at once through the Taulia platform by uploading a csv or xls file of the invoice and line item data.

Q. How do I check the status of my invoice?: 000003536

Article Number: 000003536

Check the status of your invoice.

Q. How do I view PO, invoice or payment information by business unit/branch location?: 000003608

Article Number: 000003608

Purchase orders, payments and invoices are typically linked to a customer's "branch", "business unit" or "location".

Q. What tax rates are required for my country when creating an invoice?: 000010536

Article Number: 000010536

Country specific tax information requirements when creating an invoice.

AR Financing Receivables Invoice Upload: 000010700

Article Number: 000010700

Easily upload new invoices to Taulia for AR financing.

Q. What is the Requester Name/ Customer Contact field for non-PO invoicing?: 000003642

Article Number: 000003642

The contact name field is typically required for non-po invoices.

Q. How do I download an invoice report?: 000003586

Article Number: 000003586

Save a copy of your invoice to a local folder.

Q. What is the exchange rate when creating an invoice?: 000006033

Article Number: 000006033

Some customers require their suppliers to enter the current exchange rate when submitting an invoice.

Q. What is the eFile invoice submission report?: 000003348

Article Number: 000003348

Explains how to use the invoice submission report when sending invoices through eFile

Q. I am getting an exceeds open value invoice error : 000003473

Article Number: 000003473

This invoice error means the invoice you submitted for processing is over the value of the PO.

Q. How do I assign branches to our portal users?: 000008574

Article Number: 000008574

Branch permissions allow account admins to give access to specific data in the portal.

Q. How do I use Cash Planner?: 000003166

Article Number: 000003166

Use Cash Planner to get paid early on your approved invoices.

Q. How do I configure our invoice compliance details for Portugal?: 000008592

Article Number: 000008592

Information on how to electronically submit invoices from Portugal to properly comply with Portuguese tax laws for electronic invoice submissions.

TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. How do I check the status of my invoice?: 000003536

Check the status of your invoice.

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Q. How do I download a payment report?: 000003471

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.

Q. What is the Invoice Upload feature?: 000008598

Invoice Upload allows you to easily submit multiple invoices at once through the Taulia platform by uploading a csv or xls file of the invoice and line item data.

Q. How do I update my company name?: 000003500

Q. How do I update my company name?

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

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EET 18:12
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