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SUPPLIER SUPPORT SERVICES

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TAULIA SUCCESS GUIDE

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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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What is Taulia

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

Support Policies

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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Q. インボイスはどうして拒否または無効化されたのでしょ�: 000003457

Article Number: 000003457

注 - この機能は、お使いのポータルでは利用できないことがあります。

顧客は、インボイスの拒否、未完了、無効の理由、その他の利用可能なステータスの理由を記載することがあります。インボイスが承認のどの段階にあるかも表示されることがあります。インボイスのステータスまたは理由を確認するには、以下の手順に従ってください。

1 - 表示されるメッセージを確認するには、以下のようにマウスカーソルをステータスの上に重ねます。


 

2 - 表示されたメッセージを確認し、次のステップに進みます。 

3 - 理由が表示されない場合は、顧客の支払いチームにお問い合わせください。顧客がメッセージ機能を有効にしている場合は、該当するインボイス番号を選択し、[メッセージを送信] を選択してください。これにより、インボイスに関するお問い合わせを直接顧客に送信することができます。

 


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

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

Q. How do I download a payment report?: 000003471

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.

Q. How do I search for my payments?: 000003320

Search for your invoice remittance details.

Q. What is company-wide two-factor authentication and how to enable/disable CW2FA?: 000009203

Learn how to turn on company-wide two-factor authentication, a feature that enables you to add an extra layer of security to your whole Taulia account.

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 change user roles?: 000003385

Please note that only account admins have the ability to manage users and change user roles.

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