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SUPPLIER SUPPORT SERVICES

What are suppliers currently asking Taulia?

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.

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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.

Support Policies

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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Support Topic

Q. How do I contact support?: 000003357

Article Number: 000003357

Taulia pulls the data you see in the platform from your customer's accounting system. Taulia does not generate or alter purchase order or 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 platform. Your customer's contact information may also be found in the Custom FAQ page of the supplier platform.


When to contact Taulia Support:

  • If you are not receiving your enrollment email
  • If the platform is not loading or having performance issues
  • Issues resetting your password
  • Issues managing users in your account
  • Other issues related to using Taulia
  • For questions on how to use Taulia, please use the knowledge base by searching support.taulia.com. This is the fastest way to get most of your questions answered.


Click here to contact Taulia Support.

 


 


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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 eFile?: 000003379

eFile allows you to submit invoices to your customer through EDI, CSV or XML formats.

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 download a payment report?: 000003471

You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.

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 save my invoice as draft?: 000003188

You can save your invoice as draft in the portal. This will allow you to make changes to the invoice at a later time.

Q. My invoice is showing 'In Process'. What does this mean?: 000008561

Information why your invoice is showing 'In Process'.

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