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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To ensure your tax ID is registered please do the following:
1 - Please log in to your Portal
2 - Go to My Details > Tax Identifiers
3 - Proceed to Add New Tax Identifier
4 - Enter the following:
- Country from the drop-down menu
- Tax Type you want to add
- Tax ID
- If required, attach a file to validate your Tax ID (such as a W9)
5 - Select Submit
6 - You will see this message confirming that your new Tax ID has been accepted: "Your new tax ID is valid and has been added."
Please note that your customer may need to verify your tax information before you are able to submit invoices through the portal.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Branch permissions allow account admins to give access to specific data in the portal.
Create an invoice against a PO through the portal.
Use the email notification settings feature to manage your email notifications.
Your vendor information is accessible under My Details in the portal.
If your customer has previously offered Early Payments on your invoices, you can choose to have your newly created invoice automatically paid as soon as it is approved.
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.
