Loader

Taulia experience center

SUPPLIER SUPPORT SERVICES

What are suppliers currently asking Taulia?

TAULIA SUCCESS GUIDE

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

GET PAID EARLY

Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.

I would like to:

What is Taulia

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

Support Policies

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.

We’re here when you need us.
Contact Support

Home / payment search

Support Topic

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 in to the Home page.

2 - Select your customer.


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

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

  • To learn about payment reports, click here.


User-added image

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


5 - From the results list, click on the payment reference number under the 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.

User-added image

6 - 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.

Was this article helpful?

   

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 update my bank account/information?: 000003497

Manage your bank information through the portal!

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 access or switch customer accounts?: 000003466

Many portal users use Taulia for different customers. Because of this, accounts are typically merged to provide easy access for multiple customers using one email account in Taulia.

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

Create an invoice against a PO through the portal.

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 manage my invoice compliance details?: 000003624

Some European suppliers require to have the compliance saved prior to invoice submission.

Still can’t find what you’re looking for?

Still can’t find what you’re looking for?

Important Message
Got It