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Q. How do I search for my payments?: 000003320

Article Number: 000003320

Note - This feature may not be available in your portal. 
 

Because Taulia is connected to your customer's accounting system, payment remittance details are immediately available when a payment is released by your customer. Because Taulia does not create/generate normal invoice payments, contact your customer if you have payment related questions. 


To find your remittance/payment details, follow the steps below:

1 - Log into the Home page.

2 - Click on My Payments from the Quick Access Links.

3 - Use the payment search feature to find your payment by Payment Reference or Invoice Number.

  • To learn about payment reports, click here.


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Use the Advanced Search feature if you wish to further narrow down your search results by:

  • Check Number - search for payment records using the check number
  • From Amount - search for payment using a range of payment amounts
  • Pay Date - search for payment using a range of dates that the payment was released


4 - From the results list, click on the payment reference number under Payment Ref. column to view the payment details.

  • If you search by Payment Reference but there is no result, please contact your customer to double check the remittance number.
  • If you search by Invoice Number but there is no result, the invoice is likely to not have been paid. Check the status of your invoice through the My Invoices section.

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5 - From here you can see the rich remittance details. It will also show you the invoice(s) paid under this remittance. 

  • Select the invoice number to view the invoice details.
  • Select Download if you wish to download a copy of the payment.
  • Select Send Message to contact your customer if you have additional questions about the payment.

 


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TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

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