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.
You can manage your account users in the portal and provide different levels of access.
You have the ability to download purchase order reports directly from the portal.
Tax is typically required for all invoices but this requirement depends on your customer.
Use the email notification settings feature to manage your email notifications.
Information on how to update your address data.
Save a copy of your invoice to a local folder.
