Taulia experience center
SUPPLIER SUPPORT SERVICES
SUPPLIER SUPPORT SERVICES
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.
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.
Home / eflip
Note - This feature may not be available in your portal.
Easily submit your PO-based invoices through the Taulia platform. Because Taulia is connected to your customer's accounting system, invoices submitted through Taulia are received by your customer in real time. With Taulia, invoice submission is fast and easy.
For information on how to create a non-po invoice, see Q. How do I create a Non-PO invoice (eForm)?
Before you get started, please take note of the following:
Follow these instructions to create an invoice against a purchase order:
1 - Click on Create Invoice from the home page.
2 - Search for the PO that you need to create an invoice against using the search feature. Select the PO number.
3 - After selecting the Purchase Order number, you will be shown the PO details. You can:
or
Keep in mind that each customer has their own invoicing field requirements. The following instructions may not fully reflect what fields you have in your invoicing screen.
4 - Fill out invoice creation fields:
5 - Review the line item details of your invoice. Note that you cannot invoice PO line items with zero value. Select "X" remove the line item. You can also use the "X" option to remove line items you do not need to invoice or wish to invoice at a later date.
6 - At the bottom of the invoicing screen, enter the following information:
7 - Click Submit Invoice. You will then need to confirm your invoice submission.
8 - Once your invoice is submitted to your customer for review, you can track the status of your invoice through the My Invoices section of the portal. Click here to learn how to check the status of your invoice. Please note that Taulia does not review invoices submitted through the platform for your customer. The invoice reviewal process (approval, rejection, voiding) are typically owned by your customer's AP group.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Define what each PO status mean 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.
Use Cash Planner to get paid early on your approved invoices.
You can manage your account users in the portal and provide different levels of access.
Use the email notification settings feature to manage your email notifications.
Managing your company tax ID numbers through the platform.