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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.

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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.

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

Article Number: 000003470

Note - This feature may not be available in your portal.

Use the Send Message option to quickly contact your customer through the portal! Messages can be sent to your customer from three different areas:

  • My POs
  • My Invoices
  • My Payments
1 - Log onto the Home page of the portal.

2 - Click on My Invoices, My Payments or My POs in the Quick Access Links.

3 - Search for the PO, invoice or payment number and click Search.

4 - Select the PO, invoice or payment number in question.

5 - A pop-up window will come up. Select the Send Message option as seen below:

User-added image

You can also get to the Send Message option by doing the following:

1 - Log onto the Home page of the portal.

2 - Click on My Invoices, My Payments Or My POs in the Quick Access Links.

3 - Enter PO, invoice or payment number and click Search.

4 - Under the Actions column, click the gear icon dropdown and choose Send Message.

User-added image


5 - Enter a Subject Line and detailed Description.

6 - Click OK.

The message will be sent to your customer. You will receive a response directly from the messaging box in the portal. You will also be notified by email (if you are opted in to receive "New Message" email notifications) that you have a new message waiting to be read in the portal. You can find the messages under the "Home" menu:


User-added image

 


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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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