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TAULIA SUCCESS GUIDE

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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. 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.

Two-factor authentication troubleshooting and possible issues.: 000009204

In this article you will find main possible issues about two-factor authentication.

Q. How do I enable/disable the auto-acceptance of Early Payments Offers? (Cashflow™): 000003181

Learn how to turn on Cashflow™, a feature that enables you to automatically receive early payments after invoice approval by customers in exchange for a percentage.

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 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 start/stop receiving email notifications?: 000003472

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

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