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.
If the feature is supported by your customer, Taulia's Cash Planner can help you find invoices you can get paid early on to receive additional cash flow with the least possible discount. All you need to know is how much you need and when you need it. Cash Planner will search for approved invoices available for early payments that can deliver a certain amount of cash by a certain date. The returned invoices can then be requested for early payment in bulk.
Keep in mind that if your customer only allows the ability to select early payment for the next business date, then the Cash Planner feature will not be available to you.
Please do the following to use Cash Planner:
1 - From the homepage, select Cash Planner*.
Note - This Cash Planner amount should be used as an approximation. Please note also that if you have invoices in multiple currencies, the tool will return a number for only one currency, the one with the largest amount.
2 - Enter the following information:
3 - Select Run Cash Planner.
4 - The Cash Planner will give you a list of invoices that have been approved for payment.
5 - Select the invoices you want to get paid early on by selecting the checkbox:
6 - Review the early payment summary then select Pay Me Early.
7 - Select Yes, send request to confirm submission.
The payment for the invoices you requested for early payment will be released on the date that you selected. The amount of time it takes to receive the payment will depend on your payment method or financial institution.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Manage your bank information through the portal!
You can manage your account users in the portal and provide different levels of access.
You can update the email address that you use to access Taulia.
Use the email notification settings feature to manage your email notifications.
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.
Remove PO line items you are not invoicing. These line items will remain available for invoicing at a later time.