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Q. How do I update my payment method? (check/ACH/credit card): 000003638

Article Number: 000003638

Taulia does not configure payment delivery methods. Contact your customer if you want to change your preferred payment delivery method.

  • Payment by ACH - If you prefer to be paid by ACH, start by making sure that you have your bank details configured in the portal. You may then contact your customer to inquire about receiving payments through ACH. If you cannot update your bank information in the portal, please contact your customer.
  • Payment by check - If you prefer to be paid by check, please contact your customer.

 


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TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. How do I merge/combine my Taulia accounts into one?: 000003598

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.

Q. How do I assign branches to our portal users?: 000008574

Branch permissions allow account admins to give access to specific data in the portal.

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. How do I update my company/remit/shipment address?: 000003169

Information on how to update your address data.

Q. How do I add or update my bank account/information?: 000003497

Manage your bank information through the portal!

Q. How do I start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

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