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.
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Follow to the instructions below to learn how to upload your Mexico SAT compliant CFDI invoice.
1 - Click on Create Invoice from the home page.
2 - Type the PO number that you wish to invoice in the PO number field and click on Find Purchase Order. Once you locate the PO, click Create Invoice to the right of it.
3 - Click on Select and Upload File to locate and upload the .xml file that contains your invoice data. File format must be SAT compliant CFDI. Maximum size is 19.0 MB. The uploaded data will automatically populate the invoice.
4 - Select the PO item(s) that you wish to invoice for each invoice line.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Your vendor information is accessible under My Details in the portal.
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.
You can manage your account users in the portal and provide different levels of access.
In this article you will find main possible issues about two-factor authentication.
Branch permissions allow account admins to give access to specific data in the portal.
Use the "Send Message" option to quickly contact your customer through the portal!
