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 /
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 the 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 - Log into the portal and select your customer.
2 - Go to CashFlow™ (top right of the portal page).
3 - Toggle the Cashflow™ setting to Yes to enable Cashflow™ .
4 - You will be asked to confirm your request. Click Yes, enable Cashflow™ to confirm turning on the feature.
5 - You will see confirmation that Cashflow™ is enabled. At this point, all approved invoices in the future will automatically be 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?
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Please note that only account admins have the ability to manage users and change user roles.
Branch permissions allow account admins to give access to specific data in the portal.
Create an invoice against a PO through the portal.
Check the status of your invoice.
You can manage your account users in the portal and provide different levels of access.
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.
