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SUPPLIER SUPPORT SERVICES

 
For Customer Support services, visit customersupport.taulia.com
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    GETTING PAID EARLY

    Accepting Early Payments

    Using Cash Planner

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    ENROLLMENT

    Sign Up/Enrollment Information

    Supplier Launch

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    PAYMENTS

    Payment Reports

    Payment Status

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    PURCHASE ORDERS

    Purchase Order Details

    Purchase Order Reporting

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    MASS INVOICING

    eFile - Multi-Format Invoicing

    eSend - PDF Invoicing

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    RECEIVABLES FINANCE

    AR Invoices

    AR Payments

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    LOGGING IN/PASSWORDS

    Logging In

    Password Management

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    ACCOUNT MANAGEMENT

    Managing Account Users

    Managing Email Notifications

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    INVOICES

    Creating Invoices

    Invoice Reporting

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    SUPPLIER INFO MANAGEMENT

    Supplier Bank Account Information

    Supplier Tax Identifier Information

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    GENERAL UPDATES

    Release Notes

    Known Issues

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    SBN SUPPLIERS

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    MOST VIEWED FAQ

    Q. How do I merge/combine my Taulia accounts into one?: 000003598

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

    Q. What is eSend?: 000003594

    Q. How do I change user roles?: 000003385

    Q. How do I change my Taulia account's email address?: 000003383

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

    RECENTLY UPDATED ARTICLES

    Q. How do I merge/combine my Taulia accounts into one?: 000003598

    Q. How do I login to the Supplier Platform?: 000003322

    Q. How do I contact support?: 000003357

    AR Financing Receivables Invoices: 000010698

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

    What are suppliers currently asking Taulia?

    TAULIA SUCCESS GUIDE

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    Video Library

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    USER MANAGEMENT

    Invite colleagues to Taulia that needs access to your customer account.

    EMAIL MANAGEMENT

    You have full control. Manage the emails you want to receive from Taulia.

    TAKING EARLY PAYMENTS

    Get paid early today! Learn how you can increase your working capital and cash flow by getting paid early on your approved invoices.

    GET PAID EARLY

    Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.

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    AUTOMATE EARLY PAYMENT
    REQUEST EARLY PAYMENT
    ACCEPT EARLY PAYMENT

    What is Taulia

    We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

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    Support Policies

    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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    Home / add line

    Support Topic

    Results found for "add line"

    Support Topic

    Q. How do I remove line items from a PO that I currently do not want to invoice?: 000003609

    Article Number: 000003609

    Remove PO line items you are not invoicing. These line items will remain available for invoicing at a later time.

    Q. How do I create a Non-PO invoice (eForm)?: 000003640

    Article Number: 000003640

    Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.

    Q. How do I acknowledge/confirm or dispute a purchase order?: 000003469

    Article Number: 000003469

    Confirming or Acknowledging a PO from your customer.

    Q. How do I add a line item on my non-po invoice?: 000003639

    Article Number: 000003639

    You can only add additional line items to your invoice when creating a Non-PO Invoice.

    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. I cannot invoice line items with zero (0) quantity or value.: 000003493

    Article Number: 000003493

    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.

    Q. What happens to PO line items I remove when creating an invoice?: 000003600

    Article Number: 000003600

    Line items removed during invoice creation are removed only from the invoice being created. They are not deleted from the PO.

    AR Financing Receivables Invoice Upload: 000010700

    Article Number: 000010700

    Easily upload new invoices to Taulia for AR financing.

    Q. How many line items can I have for a non-po invoice?: 000003641

    Article Number: 000003641

    You can add line items to your non-po invoice.

    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. How do I create a PO invoice for Mexico? (eMex): 000008006

    Article Number: 000008006

    Information on how to upload CFDI compliant invoices for Mexico.

    Q. How do I create a Credit Memo/Note to offset an over payment?: 000003334

    Article Number: 000003334

    Create a credit note for an invoice you have submitted.

    Q. How do I create a shipment notice? (ASN): 000003628

    Article Number: 000003628

    When enabled by your customer, you can create Advanced Shipping Notices within the Taulia Supplier Portal to more effectively receive and track shipments. Create ASN™ can speed up the goods receipt process, allowing your customer to more quickly approve y...

    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 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 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.

    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.

    Q. Nothing happens when I submit an invoice: 000003543

    Article Number: 000003543

    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.

    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.

    TAULIA SUCCESS GUIDE

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

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    TOP FREQUENTLY ASKED QUESTIONS

    Q. How do I merge/combine my Taulia accounts into one?: 000003598

    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.

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

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

    Q. What is eSend?: 000003594

    eSend allows you to email your PDF invoices to your customer.

    Q. How do I change user roles?: 000003385

    Please note that only account admins have the ability to manage users and change user roles.

    Q. How do I change my Taulia account's email address?: 000003383

    You can update the email address that you use to access Taulia.

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

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

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    Receivables Finance

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    SBN Suppliers

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    Taulia Enrollment

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    5 Topics

    Getting Paid Early

    0 Topics

    Purchase Orders

    5 Topics

    Invoices

    10 Topics

    Payments

    4 Topics

    Mass Invoicing (eFile™/eSend™)

    2 Topics

    Supplier Information Management

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    Announcements

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    Multi Language FAQs

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