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.

Home /

Support Topic

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

Article Number: 000003470

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

The Send Message feature in the platform is a messaging tool that is directly connected to your customer's ERP system. Use this feature to contact your customer through the platform if you have questions related to a PO, Invoice, or Payment that you see in the platform. This is a two-way communication tool that can help streamline messages between you and your customer. You can still contact your customer by phone or email if you prefer.



To use the Send Message feature, please do the following:

1 - Click on My Invoices, My Payments or My POs in the Quick Access Links. What you select depends on the type of question you have.

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

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

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

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


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

User-added image

4 - Enter a Subject Line and detailed Description then click OK to send the message.


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


Additional FAQs

Where will I find the Send Message feature?

The feature (if enabled by your customer) can be found in the My POs, My Invoices, and My Payments section. Just select a PO, invoice, or payment record then select the Send Message option to open the tool. Be sure to provide clear and concise information when sending a message. When your customer replies, message can be found under Home > My Messages.

I don't see the Send Message option. How else can I contact my customer?

Visit the Custom FAQ section of the platform. You can find customer specific FAQs and contact information for your customer.

My question is about a PO, invoice, or payment that is not in the platform. What should I do? 

Find an existing PO, invoice, or payment and Send Message tool to ask your question. Just be sure to provide detailed information including the PO, invoice, or payment number in question. If you prefer, you can also contact your customer directly.


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 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. My account is locked. How do I reset my password?: 000003590

Your account will lock if you enter your password incorrectly more than 5 times. You will need to reset your password in order to unlock your account.

Q. How do I remove line items from a PO that I currently do not want to invoice?: 000003609

Remove PO line items you are not invoicing. These line items will remain available for invoicing at a later time.

Q. How do I manage my invoice compliance details?: 000003624

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

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

Create an invoice against a PO through the portal.

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

Important Message

NA1 Platform Access 03/18/2019

If you are seeing errors or slowness while using the Taulia NA1 platform (login.taulia.com), please restart your browser then try again. We are aware of the situation and our engineers are working on restoring normal functionality.

Get notified 02/28/2019

Be sure to get notified if we experience unexpected issues that prevents you from accessing Taulia. You can also be notified of database maintenance schedules as they become available.

Please visit status.taulia.com to subscribe to our notification system.
Got It