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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Note - This feature may not be available in your portal.
You can save your invoice as a draft in the portal. This will allow you to make changes to the invoice at a later time before it is submitted to your customer.
1 - At the bottom of your invoice creation screen, select Save as Draft.
2 - To edit the invoice you saved as a draft, go to My Invoices. Use the invoice status search feature to find invoices saved as Draft.
3 - When you see the invoice in the list, select the gear icon under the Actions column. You will have two options:
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Create an invoice against a PO through the portal.
Learn how to turn on two-factor authentication, a feature that enables you to add an extra layer of security to your Taulia account.
Some European suppliers require to have the compliance saved prior to invoice submission.
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.
When an invoice is returned with an "Incomplete" status, it means the invoice did not pass some validation rules set by your customer.
Invoices with a pending review status requires additional action.
