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Technical Support Services

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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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.

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Q. How do I start/stop receiving email notifications?: 000003472

Article Number: 000003472

Note - Only enrolled/registered users can manage their email notifications in the platform.

The
Taulia portal generates email notifications against certain activities within the platform. You can receive an email notification when there is a new PO available, new payment, new message or when there is an offer to get paid early.

It is important to enable email notifications as needed by your group. For example, If you work in fulfillment, you may want to have New Purchase Order notifications enabled. Please understand the business process between your customer and your company to avoid confusion from the email notifications.

1 - Log onto thHome page of the portal.

2 - Go tSettings > Profile from the top right menu bar and select My Email Settings.

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3 - You will see the My Email Types section where you can manage your email notifications:
(depending on your customer, you may have different email types available than the screenshot below)

 

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4 - Choose the email notification to activate/deactivate.

5 - Scroll to the bottom of the page and clicSave Email Settings.

If you use the portal for more than one customer or you have multiple supplier accounts from your customer,  you can also opt in/out of email notifications from each of the supplier branch/account you have:

1 - From the My Email Settings page, you will see a list of your customers under the My Customers section.

2 - Select the customer you want to manage the email notifications for. You will then see what branches within your customer that you have access to:

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3 - Choose to activate/deactivate the email notifications from each branch. If you turn off the notification from the branch section, you will not receive any notification emails for that branch based off the settings you have from the My Email Types section. For example, if you have New Purchase Order notification disabled, you will not be notified if there is a new purchase order from the customer branch you disabled.

4 - Select Save Email Settings when you are satisfied with your email settings.

Email Setting Definitions:

Some options may not be available. Setting availability depends on your customer.

  • New Purchase Order - Be notified when there is a new purchase order available.
  • Purchase Order Change - Be notified if your buyer makes a change to a purchase order.
  • Purchase Order Confirmation - Be notified if a purchase order needs confirmation.
  • New Message - Be notified when your customer sends you a message in the portal.
  • New Payment - Be notified of a new payment remittance.
  • Early Payment Available - Be notified if your invoice is available for early payment.
  • Early Payment Accepted - Be notified when your early payment request is been approved.
  • Invoice Submission Failed - Be notified if your invoice submission fails. Please review the reason for the failure.
  • Invoice Rejected - Be notified if your invoice is rejected by your customer. Contact your customer if you have questions.
  • eSend Invoice Needs Attention - Be notified If your eSend submitted invoice fails submission. Please review the invoice.
  • eSend Invoice Accepted - Be notified when your eSend invoice is accepted.
  • eFile Document Submission Reports - Be notified when the eFile invoice submission report is ready. Please review the report.
  • Taulia Newsletter & Educational Content - Be notified of Taulia educational materials.

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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. What is Cashflow™?: 000003360

Cashflow™ is a feature that enables you to automatically receive early payments after an invoice is approved by your customer.

Q. How do I manage my invoice compliance details?: 000003624

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

Q. I am getting the error "There was a problem recording your acceptance of our Terms and Conditions": 000006480

The error "There was a problem recording your acceptance of our Terms and Conditions" may come up when accepting the T&C for the first time.

Q. I cannot log into the platform.: 000003429

There are 3 common reason why you cannot log into the platform.

Q. Why is my activation code (token) showing invalid?: 000003511

You can request for a new token only if you have already been invited. If you have never received an invitation, please contact your customer.

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

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

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