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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.

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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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Q. How do I download a payment report?: 000003471

Article Number: 000003471

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

Use the Advanced Search option to further narrow your search criteria before creating a report. You can also use the other search filters:

  • Check Number - search for payment records using the check number
  • From Amount - search for payment using a range of payment amounts
  • Pay Date - search for payment using a range of dates that the payment was released
 

Multiple Payments

Single Payments
 

Multiple Payments:

1 - Log into the portal and select My Payments.

2 - Select Download List.

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3 - A pop-up window will come up. Select how much you want to see and the report type.

  • Current Page - Generates a remittance report with all linked invoices for the current page you are on. If you go to page 3 and select "current page", it will print payments on page 3.
  • All - Prints a report of all available payment remittances. The report may not generate immediately depending on how big the report is. The portal will notify you by email once the report is ready for download.​

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Single Payment:

1 - Select the payment remittance number in question from My Payments.

2 - The remittance details window will pop up. Select Download. Select what file type you would like the report to be and select Download.

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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.

Still can’t find what you’re looking for?

Still can’t find what you’re looking for?

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