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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

Have a question about a PO, invoice, or payment that is not in the platform? Just find an existing PO, invoice, or payment record and use the Send Message feature to ask your question. Just be sure that you provide detailed information in your message.


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

1 -
Log onto the Home page of the portal.


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

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. 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 change my Taulia account's email address?: 000003383

You can update the email address that you use to access Taulia.

Q. How do I change user roles?: 000003385

Please note that only account admins have the ability to manage users and change user roles.

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 take a screenshot?: 000003353

Taking a desktop screenshot.

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