Loader

Technical Support Services

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.

The fine print

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.

WeFeedback!

Let us know how we can improve our product.

Home /

Support Topic

Q. How do I complete my enrollment through Supplier Launch?: 000008467

Article Number: 000008467

Congratulations, your customer has invited you to use Taulia! It's now easier than ever to transact with your customer!

If you received an email titled "You've been invited as a new supplier", this means your customer would like to invite you to use Taulia, but they need additional information about your company to complete the pre-enrollment steps on their end in order to create an account for you. Thus - they have invited you for "Supplier Launch" (a pre-enrollment form for information).

Please follow the instructions below to complete that:

1 - Click on Start Supplier Launch in the email you received to start the process.

User-added image

2 - In the Intro section, it will show the invitation code, your email address, and your preferred portal language. You will need to create a password and accept the terms and conditions of using Taulia in order to continue.  Your email address and password are what you will use to log in, should you need to edit information in the form.

Note - If the email address shown is not the correct/preferred email address, you can contact your customer and ask them to send a Supplier Launch form to the correct one. Alternatively - you can provide the correct email that is to be invited in the account, in the respective field in the form. 

User-added image

3 - Enter your contact information in the Contact Info section. Fields with a red * are required. Complete the following areas:

  • Contact Information

  • Address


User-added image

4 - In the Bank Info section, Enter the company bank account information that payment from your customer can be sent to. Fields with a red * are required.

  • You may be required to upload supporting bank documentation (e.g. a bank statement or a voided check)


Note - The system will verify the routing and account number in real time. Make sure that you enter the correct information.

User-added image

5 - In the Tax Info section, enter your company tax identifier. Fields with a red * are required. You may be asked to upload supporting tax documentation (e.g. W-9)

Note - The information entered here may also be verified in real time (e.g. in the IRS records). Make sure that you enter the correct information.

User-added image

6 - In the Additional Information section, your customer may ask for additional information. Follow the request as needed.

User-added image

7 - In the Review section, confirm that you have entered the correct information. Select Continue to send the filled in form to your customer.

User-added image

Your customer will receive a notification that you have submitted your information. When they review and approve it, this will start the process of creating your account in their system. When this is completed, you will be sent an invitation to the account. 

  • If your information is accepted - upon logging in, you may see a notification that your information is Approved.

  • If your information is not accepted, you will receive a rejection notification with the reason why and a link to correct it. 


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 add or deactivate users?: 000003731

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

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 update my bank account/information?: 000003497

Manage your bank information through the portal!

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

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 create a Non-PO invoice (eForm)?: 000003640

Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.

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

WeFeedback!

Let us know how we can improve our product.

Important Message
Got It