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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Note - When billing GMI for detention, demurrage, or other one-time charges; these are typically expected to be handled via the Non-PO process. These Non-PO charges should include the GMI plant approvers email address, the 10-digit GMI Material Number, along with the appropriate PO number(s) that the charge relates to. If you are unsure if a charge should be billed against the PO or via the Non-PO process, reach out to your Sourcing contact.
From the portal homepage, select Create Invoice.
Search for the PO you want to invoice then select Create Invoice.
Enter the following invoice header information:
Invoice Number - It can be alphanumeric only
Invoice Date - future dating is not allowed
Edit the line item Quantity (if needed) that you need to invoice.
Note - If there are line items in the PO that you currently do not want to invoice, select X to remove the line item but it will remain in the PO for future invoices
Select Upload Attachment to attach supporting documentation to your invoice. You can also add additional charges like "Freight" or "Insurance" by clicking on the "Add" button. If you need, you can also use the comment field to leave a note.
Enter the Sales Tax.
Select Submit Invoice. Once the invoice is submitted, you can track the status by going to the My Invoices section of the portal.
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.
Branch permissions allow account admins to give access to specific data in the portal.
You can manage your account users in the portal and provide different levels of access.
Manage your bank information through the portal!
You can update the email address that you use to access Taulia.
Information on how to update your address data.