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TAULIA SUCCESS GUIDE

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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.

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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 update my payment terms?: 000007992

Article Number: 000007992

Payment terms are handled and owned by your customer. Taulia is a platform that then allows you to see the payment terms associated with your invoices. If you have: questions/concerns about the payment terms of your invoices, if the payment terms of your invoice is not being met, or if you need to change your current payment terms, please contact your customer.
 



 

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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 start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

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

Manage your bank information 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 enable/disable the auto-acceptance of Early Payments Offers? (Cashflow™): 000003181

Learn how to turn on Cashflow™, a feature that enables you to automatically receive early payments after invoice approval by customers in exchange for a percentage.

Q. How to enable two-factor authentication?: 000008703

Learn how to turn on two-factor authentication, a feature that enables you to add an extra layer of security to your Taulia account.

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