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.
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When creating an invoice against a purchase order from the invoice creation screen, you can easily remove a line item you do not want to invoice by doing the following:
To remove a single line item:
1 - Click the (X) to the left of the line.
2 - Click OK in the confirmation box that pops up.
To remove several line items at once:
1 - Click Select All. (above the line items)
2 - Uncheck the line items you currently want to bill for.
3 - Click Remove Selected.
4 - Click OK in the confirmation box.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
You can manage your account users in the portal and provide different levels of access.
You have the ability to download purchase order reports directly from the portal.
Tax is typically required for all invoices but this requirement depends on your customer.
Use the email notification settings feature to manage your email notifications.
Information on how to update your address data.
Save a copy of your invoice to a local folder.
