Taulia experience center
SUPPLIER SUPPORT SERVICES
SUPPLIER SUPPORT SERVICES
Invoices are reviewed and approved by your customer; never Taulia. Use Taulia to track the status of your invoices.
No. The approval/rejection of invoices is owned by your customer.
An invoice can be rejected for many reasons. If there is no rejection reason provided, contact your customer.
Invoices submitted through Taulia are transmitted to your customer's accounting system in real-time. It helps speed up the approval process.
It means your customer is reviewing your invoice. Contact your customer if you have questions.
Your customer/buyer does. Taulia is a platform that electronically delivers POs to suppliers. If you have concerns regarding the details of the PO, contact your customer.
POs are created by your customer/buyer. Report the issue to them. If an update is made, the updated PO is pushed back to Taulia.
We highly recommend using Taulia when invited by your customer to simplify your business transactions.
Your company must be invited by your customer. If you there is an existing account, ask your Taulia account admin to invite you as a user.
Taulia is connected to your customer's accounting system. This allows your customer to deliver PO, invoice, or payment data between their system and Taulia. You can then see this information through your Taulia account.
Yes. We call this "merging". Merging accounts allow you to access all accounts using a one login.
You can only deactivate previously active user accounts.
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 / request early
Note - This feature may not be available in your portal.
Taulia offers suppliers multiple options to get paid early on invoices. One of those options is the ability to request early payment upon invoice submission. When an invoice is submitted with an early payment request, upon approval, the invoice payment is released on your customer's next payment run.
Please do the following to request early payment when submitting an invoice:
1 - From the invoicing screen, select the Pay Me Early Option box before submitting the invoice for processing. This will inform your customer that you want to be paid as soon as the invoice is approved.
2 - Select Submit Invoice. You will receive an email notification once your invoice is approved with the early payment request. You can check the early payment rate in the remittance detail.
Some customers allow their suppliers to request early payment while the invoice is still "in process". If available, select the Early Payment option to send your request for early payment:
How do I know if my customer offers early payment upon invoice approval?
Early payment feature availability is dependent on your customer. If your customer offers an early payment program and you are able to submit invoices electronically through Taulia, then you have the option to request early payment upon invoice submission. If your customer does not have an early payment program through Taulia, then the early payment options will not be available to you, including the ability to request early payment upon invoice submission. The type of user role you have will also affect your rights to the early payment features.
Can I see the early payment rate before I submit my invoice?
Yes, you can see the possible rate as there are additional factors that come into play, including how early your invoice is paid. Check the learn more option in the early payment request box in the invoicing screen.
How do I check the early payment rate once my invoice is approved along with my early payment request?
Once your invoice is paid, you can see the early payment rate on your invoice by looking at the remittance details. See Q. Where can I see early payment rates on invoices I have submitted for early payment? for more information. Better yet, you can accelerate all of your approved invoices without marking early payment request for each invoice submitted simply by enabling Cashflow™ under the Profile section.
Discover how one time early payments and Cashflow™ can help grow your business
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.
You can manage your account users in the portal and provide different levels of access.
Managing your company tax ID numbers through the platform.
Use the email notification settings feature to manage your email notifications.
Create an invoice against a PO through the portal.
Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.
Vanessa, Technical Services Manager