Taulia experience center
SUPPLIER SUPPORT SERVICES
SUPPLIER SUPPORT SERVICES
Invoices are reviewed and approved by your customer; never Taulia. Use Taulia to track the status of your invoices.
No. The approval/rejection of invoices is owned by your customer.
An invoice can be rejected for many reasons. If there is no rejection reason provided, contact your customer.
Invoices submitted through Taulia are transmitted to your customer's accounting system in real-time. It helps speed up the approval process.
It means your customer is reviewing your invoice. Contact your customer if you have questions.
Your customer/buyer does. Taulia is a platform that electronically delivers POs to suppliers. If you have concerns regarding the details of the PO, contact your customer.
POs are created by your customer/buyer. Report the issue to them. If an update is made, the updated PO is pushed back to Taulia.
We highly recommend using Taulia when invited by your customer to simplify your business transactions.
Your company must be invited by your customer. If you there is an existing account, ask your Taulia account admin to invite you as a user.
Taulia is connected to your customer's accounting system. This allows your customer to deliver PO, invoice, or payment data between their system and Taulia. You can then see this information through your Taulia account.
Yes. We call this "merging". Merging accounts allow you to access all accounts using a one login.
You can only deactivate previously active user accounts.
We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.
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.
Note - This feature may not be available in your portal.
A credit note (also known as credit memo) is issued to indicate a return of funds in the event of an invoice error, incorrect or damaged products, purchase cancellation, or circumstances that require a credit to be issued. A credit note can be created to apply a credit for a previous PO or Non-PO invoice.
Before creating a credit note, please take note of the following:
To create a credit note, please do the following:
1 - Log onto the Home page of the portal.
2 - Go to Invoices > Create Credit Note. (tab on top of page)
3 - Based on the portal feature offerings of your customer, you may have two options:
Select the option relevant to your scenario.
Note - The process for creating a credit note is similar to creating an invoice. Do not use negative values to signify credit.
4 - Include Credit Note Number*, Orig. Invoice Number, Orig. Invoice Date and Reason for Credit.
* include "cr" as part of the credit note number to signify the invoice as a credit.
5 - Enter Quantity and/or Unit Price in the Line Items section that you are crediting back to your customer.
6 - Remove lines that are not being credited. (Click "X" to the left of the line item)
7 - Add Comments, Upload Attachment, and Tax. (if applicable)
8 - Click Submit Credit Note.
9 - Check the status of your credit note under My Invoices. For additional concerns, please contact your customer.
You can manage your account users in the portal and provide different levels of access.
Branch permissions allow account admins to give access to specific data in the portal.
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.
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.
Create an invoice against a PO through the portal.
Manage your bank information through the portal!
Vanessa, Technical Services Manager