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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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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

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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 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.

Q. Where can I see early payment rates on invoices I have submitted for early payment?: 000003507

Invoice early payment details can be viewed directly from the invoice details section.

Q. What are the different invoice statuses?: 000003618

Defines the different invoice statuses available for an invoice.

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. My invoice is showing an Incomplete status.: 000003529

When an invoice is returned with an "Incomplete" status, it means the invoice did not pass some validation rules set by your customer.

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