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Support Topic

Q. How do I cancel an early payment request?: 000006578

Article Number: 000006578

Once an early payment request is made for an invoice, the process cannot be reversed by Taulia or your customer. If you would like to speak to someone about the process, who you contact depends on your customer's early payment program:

  • If the early payment offer was for the next business date only, contact Taulia Support.
  • If the early payment offer presented a calendar where you can select a payment date, contact your customer.

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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 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 add or deactivate users?: 000003731

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

Q. How do I assign branches to our portal users?: 000008574

Branch permissions allow account admins to give access to specific data in the portal.

Q. How do I add or update my bank account/information?: 000003497

Manage your bank information through the portal!

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 create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

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