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TAULIA SUCCESS GUIDE

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We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

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P. ¿Cómo busco/compruebo detalles de: 000003482

Article Number: 000003482

Nota: Es posible que esta característica no esté disponible en su portal.
 

Recordatorio: Cualquier duda/discrepancia acerca del pago tendrá que ser planteada al equipo de cuentas por pagar de su cliente. Taulia no crea ni genera pagos.

Para revisar los detalles de su remesa o pago, siga los siguientes pasos:

1 - Inicie sesión en la página principal del portal (portal.taulia.com)

2 - Haga clic en Mis pagos desde los Enlaces de acceso rápido
 


 

3 -  Busque por número de referencia de pago, o manualmente en la lista de informes de pagos.
 


 

4 - Haga clic en el enlace del número de referencia del pago bajo Ref. de pago

Aquí podrá ver todas las facturas (y notas de abono) que se han pagado/liquidado a través del enlace del número de referencia de pago.
 


 

Tiene las siguientes opciones:

  • Descargar la información de pago en formato XML, PDF CSV
  • Enviar un mensaje a su cliente con una consulta acerca del pago (si está disponible)

 


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TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. What are the different PO statuses?: 000003622

Define what each PO status mean in the portal.

Q. How do I merge/combine my Taulia accounts into one?: 000003598

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.

Q. How do I use Cash Planner?: 000003166

Use Cash Planner to get paid early on your approved invoices.

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. How do I start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

Q. How do I update my tax identifiers in the portal?: 000003611

Managing your company tax ID numbers through the platform.

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