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Home / invoice

Support Topic

Results found for "invoice"

Support Topic

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 start/stop receiving email notifications?: 000003472

Article Number: 000003472

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

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. 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. Who reviews then approve/reject/void the invoices we submit through Taulia?: 000008653

Article Number: 000008653

Taulia does not approved or reject invoices. The invoice approval process is owned by your customer.

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

Article Number: 000003536

Check the status of your invoice.

Q. How do I cancel an invoice?: 000006034

Article Number: 000006034

How to delete/cancel an invoice that has been submitted.

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 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 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. 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 check the history of invoices submitted through the Invoice Upload feature?: 000008599

Article Number: 000008599

Information on how to check the status of invoices submitted using the Invoice Upload feature.

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

Article Number: 000003375

What to do if an invoice is rejected via eFile.

Q. How do I create a non-PO invoice for Mexico? (eMex): 000008009

Article Number: 000008009

Information on how to upload CFDI compliant invoices for Mexico.

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. 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. 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 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. What are the different invoice statuses?: 000003618

Article Number: 000003618

Defines the different invoice statuses available for an invoice.

Q. Why is my invoice showing an Incomplete status? (invoice submitted from Mexico): 000008588

Article Number: 000008588

Information containing possible reasons why an invoice submitted from Mexico is not accepted.

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. How do I submit my invoices through eFile?: 000003361

Article Number: 000003361

Steps on how to submit your invoice after you are configured for eFile

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. 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. Why am I asked to upload a legal PDF invoice when creating an invoice?: 000008669

Article Number: 000008669

Depending the invoicing country's electronic invoicing policies, some suppliers may be asked to attach and upload a legal PDF invoice before the invoicing process can begin.

Q. How do I cancel an early payment request?: 000006578

Article Number: 000006578

Accepted early payment offers cannot be reversed. Please contact your customer if you have questions.

Q. My invoice is showing an Incomplete status.: 000003529

Article Number: 000003529

When an invoice is returned with an "Incomplete" status, it means the invoice did not pass some validation rules set by your customer.

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TOP FREQUENTLY ASKED QUESTIONS

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.

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 start/stop receiving email notifications?: 000003472

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

Q. What is my vendor number?: 000003517

Your vendor information is accessible under My Details in the portal.

Q. How do I request early payment for my invoice?: 000003463

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.

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.

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