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SUPPLIER SUPPORT SERVICES

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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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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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What is Taulia

We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

The fine print

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 / payment details

Support Topic

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

Article Number: 000003320

Note - Any payment concerns/discrepancies will need to be escalated to your customer. Taulia does not create/generate payments.
 

To find your remittance/payment details, follow the steps below. To learn about payment reports, click here.
 

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.

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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 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.

TOP FREQUENTLY ASKED QUESTIONS

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. How do I merge/combine my Taulia accounts into one?: 000003598

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.

Q. How do I change my Taulia account's email address?: 000003383

You can update the email address that you use to access Taulia.

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Q. My account is locked. How do I reset my password?: 000003590

Your account will lock if you enter your password incorrectly more than 5 times. You will need to reset your password in order to unlock your account.

Q. How do I add or update my bank account/information?: 000003497

Manage your bank information through the portal!

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