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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Quickly download a large amount of invoice data using the invoice report feature. The report will contain:
You have two ways to download an invoice report:
To download your invoice information into a spreadsheet or PDF:
1 - Log into the portal and select your customer.
2 - Click My Invoices from the Quick Access Links.
3 - Click Download List next to the refresh button.
4 - Selecting the Current Page will download a report based on your invoice search results page. Selecting All will give you all of your available invoices.
5 - Choose what format you want your report in CSV, PDF, or XML.
6 - Select Download.
7 - The report will download to your local folder. If the report needs to query a large number of invoices, the report will be sent to your email when it is ready for viewing.
To download a single invoice report: (this feature may not be available in your portal)
1 - Go to My Invoices.
2 - Search for the Invoice number.
3 - Select the invoice number to open the invoice details then select Download.
4 - Select what file format you want then select Download.
Note: The report can contain no more than 10,000 line items. If you try to download a report that exceeds 10 000 line items, you will get an error.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
When an invoice is returned with an "Incomplete" status, it means the invoice did not pass some validation rules set by your customer.
Your vendor information is accessible under My Details in the portal.
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.
Manage your bank information through the portal!
You can manage your account users in the portal and provide different levels of access.
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.
