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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.

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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:

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*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.


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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 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.

Two-factor authentication troubleshooting and possible issues.: 000009204

In this article you will find main possible issues about two-factor authentication.

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

Manage your bank information 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.

Q. How do I download a payment report?: 000003471

You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.

Q. How do I create a Credit Memo/Note to offset an over payment?: 000003334

Create a credit note for an invoice you have submitted.

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