Taulia experience center
SUPPLIER SUPPORT SERVICES
SUPPLIER SUPPORT SERVICES
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Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.
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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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PG&E allows invoices to be cancelled through the portal if the following conditions are met:
- The invoice was submitted to PG&E through the portal
- The invoice is either in "In Process" or "Approved" status
To request the cancellation of your invoice, please do the following:
1 - From the homepage of the portal, go to My Invoices.
2 - Search for the invoice number in question. Select the Actions icon then select Request Cancellation.
4 - Enter the reason for your cancellation request then click OK.
5 - The invoice status will change to "Pending Cancellation".
It is not necessary to contact PG&E after the invoice cancellation request is submitted. Once the cancellation request is approved by PG&E, the status of the invoice will change to “Void.”
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.
Follow these instructions if you tried to reset your password but did not receive the email notification with the reset instructions.
Information on how to update your address data.
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.
Use the email notification settings feature to manage your email notifications.
Manage your bank information through the portal!
