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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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Q. How do I check the status of my invoice?: 000003536

Article Number: 000003536


You can check the status of your invoice by doing the following:

1 - From the portal home page, go to My Invoices.

2 - Search for your invoice number. 

3 - In the search results area, look under Status. This column will show the current status of your invoice.

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Click here to see what each invoice status means.

4 - Most customers provide a reason for the current status of the invoice. Hover your mouse over the invoice status to see additional information about the current status of your invoice if available.

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  • Rejected/Void Invoice - hover your mouse over the status to see the reason for the rejection. If not available, please contact your customer directly. You will need to create a new invoice if required by your customer.
  • Incomplete Invoice -  hover your mouse over the incomplete status to see why the invoice was not accepted. After you recognize the reason for the failure, click here to see how to re-submit your invoice.


Below are all the possible invoice statuses:
 

  • Early Payment Available the invoice is approved for payment and it is eligible to be paid early.
  • Submitting - an invoice is in the submission process to your customer's accounting system.
  • In process - means the customer is not yet ready to approve and pay that invoice.
  • Incomplete - a correction needs to be made on the invoice. Hover your mouse over the invoice status Incomplete and see reason. You can fix the invoice by selecting Complete by selecting the gear icon
  • Approved - the invoice ready for payment and is waiting to be paid based on the due date. In the meantime, an earlier payment may be requested.
  • Paid - the invoice has been paid, the payment reference is linked.
  • Rejected - the customer rejected the invoice permanently and you need to resubmit the invoice.
  • Draft - the invoice has been created but IS NOT submitted yet.
  • Voided -  the invoice has been voided in your customer's AP system and must be resubmitted.
  • Cleared - a credit memo was compensated with an invoice. 
 

 

 


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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. 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 manage my invoice compliance details?: 000003624

Some European suppliers require to have the compliance saved prior to invoice submission.

Q. I am getting the error "There was a problem recording your acceptance of our Terms and Conditions": 000006480

The error "There was a problem recording your acceptance of our Terms and Conditions" may come up when accepting the T&C for the first time.

Q. I cannot log into the platform.: 000003429

There are 3 common reason why you cannot log into the platform.

Q. Why is my activation code (token) showing invalid?: 000003511

You can request for a new token only if you have already been invited. If you have never received an invitation, please contact 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.

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