Loader

Taulia experience center

SUPPLIER SUPPORT SERVICES

What are suppliers currently asking Taulia?

TAULIA SUCCESS GUIDE

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

GET PAID EARLY

Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.

I would like to:

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.

We’re here when you need us.
Contact Support

Home /

Support Topic

Q. How do I add other customers to my current Taulia account?: 000008659

Article Number: 000008659

If you are being asked by a customer to use Taulia, your customer must first invite your company to start the enrollment process. However, there are two common scenarios that may apply to you:

1 - Your company already has a Taulia account for another customer and you would like to link another customer account

2 - Your company does not have an existing Taulia account for any customer


Your company already has a Taulia account for another customer and you would like to link another customer account

If you already have a Taulia account and another customer have asked you to use Taulia, have the new customer invite the email address that you use to access your current Taulia account. This will merge the accounts together and you can easily switch accounts. See Q. How do I merge/combine my Taulia accounts into one? for more information.


Your company does not have an existing Taulia account for any customer

Please ask the customer asking you to use Taulia to extend an invitation to your company.  See Q. How do I activate my Taulia account? for more information.




Contact Taulia Support if you need assistance.
 


Was this article helpful?

   

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 enable/disable the auto-acceptance of Early Payments Offers? (Cashflow™): 000003181

Learn how to turn on Cashflow™, a feature that enables you to automatically receive early payments after invoice approval by customers in exchange for a percentage.

Q. How do I change my Taulia account's email address?: 000003383

You can update the email address that you use to access Taulia.

Q. How do I contact my customer through the portal?: 000003470

Use the "Send Message" option to quickly contact your customer through the portal!

Q. What is Cashflow™?: 000003360

Cashflow™ is a feature that enables you to automatically receive early payments after an invoice is approved by your customer.

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 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.

Still can’t find what you’re looking for?

Still can’t find what you’re looking for?

“Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Sed et ligula non.”

Vanessa, Technical Services Manager

Important Message

Portal Not Loading Properly 06/29/2022

6:00am PST
If you are experiencing issues with the Taulia Platform where the web page is not loading properly or not completely, you can fix this by clearing your browser cache and cookies.
Recommended browsers are Google Chrome and Mozilla Firefox.
Got It