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.
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Note - This feature may not be available in your portal.
Cashflow™ is a feature that allows you to receive early payments automatically upon invoice approval. Invoice payment is released on your customer's next available payment date. You can also turn Cashflow™ on/off anytime!
If you are enabling Cashflow™ for the first time, you must accept or request a single early payment offer first. Once an invoice is paid early for the first time, the Cashflow™ option will then become available.
How does Cashflow™ work?
Cashflow™ is simple! Here's how it works:
Why should I turn on Cashflow™?
Manage Cashflow™ settings by doing the following:
1 - Go to Settings (top right of the portal page) then select Cashflow™.
2 - Toggle the Cashflow™ setting to Yes to enable Cashflow™.
3 - You will be asked to confirm your request. Click Yes, enable Cashflow™ to confirm turning on the feature.
4 - You will see confirmation that Cashflow™ is enabled. At this point, all approved invoices in the future will automatically be submitted for early payment.
Remember, you are not required to enable Cashflow™. You can continue to accept or request early payment offers individually as needed. You can enable Cashflow™ anytime!
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Define what each PO status mean 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.
Create an invoice against a PO through the portal.
You can update the email address that you use to access Taulia.
Managing your company tax ID numbers through the platform.
Branch permissions allow account admins to give access to specific data in the portal.