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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Add/Change Address
1 - Log onto the Home page of the portal
2 - Go to My Details > Address (if you have more than one vendor account you will need to choose which account you want to view)
3 - You can choose to add: Address Data, Remit-to Address, Ship-from Address or Ship-To Address. If you just need to update the current address, select "Change Address"
4 - Click Change Address
5 - Update your information
6 - Click Next: Upload required documents
7 - Click Attach File and add supporting document such as letterhead or other documents that reflects the new company name or address (which must be in PDF Format)
8 - Click Review and Save
9 - Click Complete and Save
Remit-to Address
1 - Click Change Address (if not deleting). If adding, select "Add new remit-to address"
2 - Update your information
3 - Click Review and Save
4 - Click Complete and Save
Ship-from and Ship-to Address
1 - Click Change Address (if not deleting). If adding, select "Add new ship-from" or "ship-to address"
2 - Update your information
3 - Click Review and Save
4 - Click Complete and Save
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.
Use Cash Planner to get paid early on your approved invoices.
You can manage your account users in the portal and provide different levels of access.
Use the email notification settings feature to manage your email notifications.
Managing your company tax ID numbers through the platform.