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TAULIA SUCCESS GUIDE

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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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Support Topic

Q. How do I contact my customer?: 000003346

Article Number: 000003346

Taulia pulls the data you see in the platform from your customer's accounting system. Taulia does not generate or alter purchase orders and payment records. If you have the ability to create invoices through Taulia, we transmit the invoice to your customer's accounting system but we are not part of the approval process.

When to contact your customer:

  • Questions about rejected/voided invoices - Contact your customer
  • Questions about invoice payment terms - Contact your customer
  • Questions about invoice data/value - Contact your customer
  • Questions about enrolling for mass invoicing - Contact your customer.
  • Questions about incorrect PO data/value - Contact your customer/buyer
  • Questions about canceling/editing a submitted invoice - Contact your customer
  • Questions about how to enroll to use Taulia - Contact your customer

If enabled by your customer, use the messaging feature to easily ask questions about your purchase order, invoice, or payment through the portal.

When to contact Taulia Support:

  • If you are not receiving your enrollment email
  • If the portal is not loading or having performance issues
  • Issues resetting your password
  • Issues managing users in your account
  • Other issues related to using Taulia


You can typically find your customer's FAQs and contact information by doing the following:

1 - Log into your portal account.

2 - Select My Customer.

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You may also be able to find your customer's contact information by doing the following:

1 - Log into your portal account.

2 - Select Help.

3 -
From the Support Category list, select Contacting My Customer and look for your customer's name in the results list.


 


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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 add or update my bank account/information?: 000003497

Manage your bank information through the portal!

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 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 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 start/stop receiving email notifications?: 000003472

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

Two-factor authentication troubleshooting and possible issues.: 000009204

In this article you will find main possible issues about two-factor authentication.

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Important Message

Support WebForm Unavailable 11/24/2022


Dear customers, Please, note that we are experiencing a temporary issue with the Taulia Support WebForm.
We are working on resolving this.
In the meantime, in order to create a case, you will need to first fill all the required information, then check the "I am human" verification and at the end accept the Terms and Conditions of the form.
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