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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Congratulations, your customer has invited you to use Taulia! It's now easier than ever to transact with your customer!
If you received an email titled "You've been invited as a new supplier", this means your customer would like to invite you to use Taulia, but they need additional information about your company to complete the pre-enrollment steps on their end in order to create an account for you. Thus - they have invited you for "Supplier Launch" (a pre-enrollment form for information).
Please follow the instructions below to complete that:
1 - Click on Start Supplier Launch in the email you received to start the process.
2 - In the Intro section, you will find the invitation code, your email address, and your preferred portal language. To continue, create a password and accept the terms and conditions for using Taulia. Use your email and password to log in.
Note - If the email address is incorrect, ask your customer to send the Supplier Launch form to the correct address.
3 - Enter your contact information in the Contact Info section. Fields with a red * are required. Complete the following areas:
Contact Information
Address
4 - In the Bank Info section, Enter the company bank account information that payment from your customer can be sent to. Fields with a red * are required.
You may be required to upload supporting bank documentation (e.g. a bank statement or a voided check)
Note - The system will verify the routing and account number in real time. Make sure that you enter the correct information.
5 - In the Tax Info section, enter your company tax identifier. Fields with a red * are required. You may be asked to upload supporting tax documentation (e.g. W-9)
Note - The information entered here may also be verified in real time (e.g. in the IRS records). Make sure that you enter the correct information.
6 - In the Additional Information section, your customer may ask for additional information. Follow the request as needed.
7 - In the Review section, confirm that you have entered the correct information. Select Continue to send the filled in form to your customer.
Your customer will receive a notification that you have submitted your information. When they review and approve it, this will start the process of creating your account in their system. When this is completed, you will be sent an invitation to the account.
If your information is accepted - upon logging in, you may see a notification that your information is Approved.
If your information is not accepted, you will receive a rejection notification with the reason why and a link to correct it.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Use the email notification settings feature to manage your email notifications.
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.
Search for your invoice remittance details.
Learn how to turn on company-wide two-factor authentication, a feature that enables you to add an extra layer of security to your whole Taulia account.
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.
Please note that only account admins have the ability to manage users and change user roles.
