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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1 - Click on Create Invoice from the home page.
2 – Type the PO number that you wish to invoice in the PO number field and click on Find Purchase Order. Once you locate the PO, click Create Invoice to the right of it.
Click on Select and Upload File to locate and upload the .xml file that contains your invoice data. File format must be SAT compliant CFDI. Maximum size is 19.0 MB. Upload will start automatically.
Select the PO item(s) that you wish to invoice for each invoice line.
Comment – here you can add any additional comments you have on the invoice.
You can click on Upload Attachment if you wish to provide any supporting documentation on your invoice. Place your mouse over the question mark to see accepted file types and size limit.
Click on Submit Invoice. The invoice will show in validation pending for some minutes and once successfully received by your customer it will show “in process.”
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.
Easily upload new invoices to Taulia for AR financing.
You can manage your account users in the portal and provide different levels of access.
Please note that only account admins have the ability to manage users and change user roles.
Use the email notification settings feature to manage your email notifications.
