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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Invoices submitted through the portal passes through certain validation checks. If any of the required validation fails, it will flag the invoice as Incomplete.
Note - It is important to monitor invoices with an incomplete status. It requires additional attention before it can be resubmitted.
1 - From the homepage, select My Invoices.
2 - Sort for invoices with an Incomplete status using the Invoice Status search option.
3 - If any, you will see invoices with an Incomplete status. Hover your mouse over the Incomplete status to see the reason why the invoice was not accepted.
4 - After you determine or fix the cause of the issue, select the gears icon then select Complete. This will then take you back to the invoice creation screen and allow you to re-submit the invoice.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
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.
In this article you will find main possible issues about two-factor authentication.
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.
You can manage your account users in the portal and provide different levels of access.
Branch permissions allow account admins to give access to specific data in the portal.
Use the email notification settings feature to manage your email notifications.
