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 /

Support Topic

Q. How do I start/stop receiving AR email notifications?: 000010713

Article Number: 000010713

You can manage your AR email notifications by doing the following:

1 - Log onto the Home page of the portal.

2 - Go to User Action Menu > Notifications from the top right menu.

User-added image

3 - You will see the Notifications Preferences section, where you can manage your AR email notifications. The available notifications you see are the email types* you can control:

User-added image
*available email types depend on the features available to you on the platform

Email Setting Definitions:

  • Early Payments Requested - You will be notified once per day when an AR Financing early payment is, or a group of early payments are, requested. Attached to the email is a .csv of the requested early payment and invoice details.
  • Early Payment Requests Accepted and Rejected - You will be notified once per day when an AR Financing early payment request is, or a group of early payment requests are accepted and/or rejected. Attached to the email is a .csv of accepted and rejected early payment and invoice details.
  • Early Payments Initiated - You will be notified when the funding of AR Financing early payment(s) has been initiated. Attached to the email is a .csv of applicable early payment and invoice details.


4 - Choose the email notification to activate/deactivate.


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 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 create a Non-PO invoice (eForm)?: 000003640

Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.

Q. How do I contact my customer through the portal?: 000003470

Use the "Send Message" option to quickly contact your customer 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 create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

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

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

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

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

Important Message
Got It