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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Please see the steps below for printing an invoice:
1 - Log onto the Home page of the portal.
2 - Select your customer.
3 - Click on My Invoices in the Quick Access Links.
4 - Enter the invoice number you want to print in the Invoice Number field and click Search.
5 - To the right of the Invoice, under the Actions column, click the gear icon and select Download.
6 - Choose the file type. We suggest PDF if you wish to print this invoice as a document.
7 - Click Download.
8 - Once the PDF is downloaded, open it in a PDF reader and click the print option.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Please note that only account admins have the ability to manage users and change user roles.
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.
Branch permissions allow account admins to give access to specific data in the portal.
You can manage your account users in the portal and provide different levels of access.
Create an invoice against a PO through the portal.
Confirming or Acknowledging a PO from your customer.
