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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.

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.

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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Support Topic

Q. How do I contact support?: 000003357

Article Number: 000003357

Taulia pulls the data you see in the platform from your customers 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 you 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. Your customer's contact information may also be found in the Custom FAQ page of the supplier 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

  • 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 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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