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.
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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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Note - This feature may not be available in your portal.
The bank account you have registered with your customer (if available) is displayed in the portal under My Details > Bank Accounts. Some customers also allow their suppliers to add/remove/edit their bank information in the portal. If this is possible, you may have the option to remove the bank account for your company. Removing your bank account in the portal is the same as removing your bank account from your customer's company records.
Important - Some customers require that there is at least 1 bank account registered. If this is true, you will not be allowed to remove a bank account. You should update your bank account instead. Also by deleting the bank account, you are removing the ability to receive payments by ACH.
1 - From the homepage, select your customer.
2 - Select My Details > Bank Accounts.
3 - Select Remove Account.
4 - You will be asked to confirm your request.
If you have additional questions about your banking details, please contact your customer.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Use the email notification settings feature to manage your email notifications.
Search for your invoice remittance details.
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.
Learn how to turn on company-wide two-factor authentication, a feature that enables you to add an extra layer of security to your whole Taulia account.
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.
In this article you will find main possible issues about two-factor authentication.
