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Q. How do I enable/disable the auto-acceptance of Early Payments Offers? (Cashflow™): 000003181

Article Number: 000003181

Note - This feature may not be available in your portal.

When you turn on Cashflow™, you automate the acceptance of early payment offers upon your customer approving your invoices. Payment is released on the next available payment date based on program setup. 

If you are enabling Cashflow™ for the first time, you must accept or request a single early payment offer first. Once an invoice is paid early for the first time, the Cashflow™ option will then become available.



Manage Cashflow™ settings by doing the following:

1 -  Go to Settings (top right of the portal page) then select Cashflow™.

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2 - Toggle the Cashflow™ setting to Yes to enable Cashflow™ .

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3 - You will be asked to confirm your request. Click Yes, enable Cashflow™ to confirm turning on the feature.

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4 - You will see confirmation that Cashflow™ is enabled. At this point, all approved invoices in the future will automatically be submitted for early payment.

  • Open/Approved invoices prior to Cashflow™ activation will not be accelerated, but you will be presented the option to do so. Just select Yes, accelerate approved invoices. The system will accelerate all previously approved invoices that are already eligible for early payment.
  • If you would like the see the early payment rate after an invoice is paid early, see Q. Where can I see discount rates on invoices I have submitted for early payment?


Remember, you are not required to enable Cashflow™. You can continue to accept or request early payment offers individually as needed. You can enable Cashflow™ anytime!


 

How can one-time early payment and Cashflow™ help grow your business?

 

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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. 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. 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 create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Q. How do I enable/disable the auto-acceptance of Early Payments Offers? (Cashflow™): 000003181

Learn how to turn on Cashflow™, a feature that enables you to automatically receive early payments after invoice approval by customers in exchange for a percentage.

Q. How do I change my Taulia account's email address?: 000003383

You can update the email address that you use to access Taulia.

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