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.
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Submit an invoice against a purchase order by doing the following:
1 - From the portal homepage, select Create Invoice 2 - Select Create Non-PO Invoice 3 - Enter the following information in the invoice header Invoice Number (required) Invoice Date (required) Customer Contact (name/email address of your PayPal buyer if known) 4 - Enter your invoice line item information Description (enter the description of the item you are invoicing) Unit (select the unit of measure) Quantity (enter the quantity that you need to invoice) Unit Price (enter the unit price of the line item) Add Line (select this to add another line item if needed) 5 - At the bottom of the invoicing screen, edit the following Additional Items (add freight charges if you have any) Sales Tax (enter the tax total of the invoice) Comment (enter any comments about the invoice) Upload Attachment (attach a copy of your invoice in PDF format) Pay Me Early Option (select this box if you want to get paid as soon as the invoice is approved) 6 - Select Submit Invoice for processing. Once your invoice is submitted, go to the My Invoices section of the portal to track your invoice status. If you have questions about the invoice you submitted, from the My Invoices section, look for the invoice in question and select Send Message to contact PayPal. |
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Invoice Upload allows you to easily submit multiple invoices at once through the Taulia platform by uploading a csv or xls file of the invoice and line item data.
What to do if an invoice is rejected via eFile.
You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.
An email is generated daily that contains an invoice submission report. This report will tell you what invoice(s) failed submission to Taulia.
You can update the email address that you use to access Taulia.
You can manage your account users in the portal and provide different levels of access.
