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SUPPLIER SUPPORT SERVICES

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TAULIA SUCCESS GUIDE

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Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.

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What is Taulia

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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问题. 我如何搜索/查看付款详细�: 000003439

Article Number: 000003439

Note - Your gateway may not have this feature.

Reminder : All payments related concerns / inconsistent customers will need to upgrade to your accounts payable team. Taulia not create / generate payments.
To view your remittance / payment details, please follow these steps:

1 -  Login to the portal main page (portal.taulia.com)
2 -  from quick access links Click  My payment

 


 

3 -  according to  payment number search or manual search it from payment record list
 


 

4 -  the number of payment under the payment number click hyperlinks .
Here you can see all hyperlinks to the payment number already paid / clear the invoice (and credit memos ).

 


 

You have the following options:

  • Download  XML, PDF  or  CSV format of payment information
  • Send information  to your customers to ask about payment arrangements (if possible)

 

 

 

 

 


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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. I am getting an exceeds open value invoice error : 000003473

This invoice error means the invoice you submitted for processing is over the value of the PO.

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Q. How do I use Cash Planner?: 000003166

Use Cash Planner to get paid early on your approved invoices.

Q. I cannot log into the platform.: 000003429

There are 4 common reason why you cannot log into the platform.

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. What is two-factor authentication and how do I enable/disable two-factor authentication?: 000009403

Learn how to turn on/off two-factor authentication, a feature that enables you to add an extra layer of security to your Taulia account.

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