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SUPPLIER SUPPORT SERVICES

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TAULIA SUCCESS GUIDE

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Support Topic

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Support Topic

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

Article Number: 000003383

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

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. 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 contact my customer?: 000003346

Article Number: 000003346

You can find your customer contact information by following this article.

Q. How do I know when to create an invoice for my customer?: 000008534

Article Number: 000008534

Information on when you should create an invoice against a PO.

Q. Why did my customer add a new business unit to my account?: 000003434

Article Number: 000003434

There is no action required on your part when receiving this email notification.

Q. How do I contact support?: 000003357

Article Number: 000003357

Contact support if you are not able to find the help information you need.

Q. What tax document can I submit to my customer?: 000003521

Article Number: 000003521

Tax supporting documentation requirements.

Q. Why was my invoice rejected/voided?: 000003526

Article Number: 000003526

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.

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 update my contacts details?: 000003495

Article Number: 000003495

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.

Q. Why is my invoice not paid?: 000003528

Article Number: 000003528

What to check if your invoice has not been paid.

Q. My purchase order is missing. Who should I contact?: 000003198

Article Number: 000003198

If you are not able to find a PO in the portal, please contact your customer.

Q. How do I add other customers to my current Taulia account?: 000008659

Article Number: 000008659

Information on how to add other customer accounts to your current Taulia account.

Q. How do I upload a certification required by my customer?: 000003604

Article Number: 000003604

Some customers require their vendors to upload current certifications, such as ISO9001 and/or TS16949 Certifications or proof of insurance.

Q. How do I start/stop receiving email notifications?: 000003472

Article Number: 000003472

Use the email notification settings feature to manage your email notifications.

Q. Can I delete an invoice in the portal?: 000008537

Article Number: 000008537

Information about deleting an invoice in the portal

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. How do I search for invoices?: 000003525

Article Number: 000003525

Easily search for available invoices in the portal.

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

Article Number: 000003536

Check the status of your invoice.

Q. What are the different PO statuses?: 000003622

Article Number: 000003622

Define what each PO status mean in the portal.

Q. I am new to Taulia. What should I do first?: 000008036

Article Number: 000008036

Quickly learn about Taulia and how to use it!

Q. How do I update my payment terms?: 000007992

Article Number: 000007992

Contact your customer for payment term related questions

Q. I cannot log into the platform.: 000003429

Article Number: 000003429

There are 4 common reason why you cannot log into the platform.

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 acknowledge/confirm or dispute a purchase order?: 000003469

Article Number: 000003469

Confirming or Acknowledging a PO from your customer.

Q. How do I add or update my bank account/information?: 000003497

Article Number: 000003497

Manage your bank information through the portal!

Q. Why haven't I received my portal invitation email?: 000003467

Article Number: 000003467

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.

Q. How do I update my payment method? (check/ACH/credit card): 000003638

Article Number: 000003638

Contact your customer if you wish to change your payment delivery method.

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

Article Number: 000003320

Search for your invoice remittance details.

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. 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. Why is my invoice showing rejected? (eFile): 000003375

What to do if an invoice is rejected via eFile.

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. How do I know if my invoice was successfully received? (eFile): 000003518

An email is generated daily that contains an invoice submission report. This report will tell you what invoice(s) failed submission to Taulia.

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 add or deactivate users?: 000003731

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

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