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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Note - This feature may not be available in your portal.
You can save your invoice as a draft in the portal. This will allow you to make changes to the invoice at a later time before it is submitted to your customer.
1 - At the bottom of your invoice creation screen, select Save as Draft.
2 - To edit the invoice you saved as a draft, go to My Invoices. Use the invoice status search feature to find invoices saved as Draft.
3 - When you see the invoice in the list, select the gear icon under the Actions column. You will have two options:
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
You can manage your account users in the portal and provide different levels of access.
You have the ability to download purchase order reports directly from the portal.
Tax is typically required for all invoices but this requirement depends on your customer.
Use the email notification settings feature to manage your email notifications.
Information on how to update your address data.
Save a copy of your invoice to a local folder.
