Taulia experience center
SUPPLIER SUPPORT SERVICES
SUPPLIER SUPPORT SERVICES
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.
We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.
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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Note - This feature may not be available in your portal.
When viewing POs, invoices or payments in the portal, the default view is All Customers. This means if there are multiple branches/locations, the search result in the portal will be a mix of both. Use the Advanced Search feature to further narrow down your results.
To search for POs by branch:
1 - Log into the portal.
2 - Select your customer.
3 - Select My POs from the quick access icons.
4 - Select Advanced Search.
5 - Select the Branch or Customer option. Not all customers will have items on this list.
6 - Select Search.
To search for invoices by branch:
1 - Log into the portal.
2 - Select your customer.
3 - Select My Invoices from the quick access icons.
4 - Select Advanced Search.
5 - Select the Branch or Customer option. Not all customers will have items on this list.
6 - Select Search.
To search for payments by branch:
1 - Log into the portal.
2 - Select your customer.
3 - Select My Payments from the quick access icons.
4 - Select Advanced Search.
5 - Select the Branch or Customer option as your search criteria. Not all customers will have items on this list.
You can also use the other search filters:
6 - Select Search.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Information on how to update your address data.
How to delete/cancel an invoice that has been submitted.
Easily upload new invoices to Taulia for AR financing.
Searching for purchase order information in the portal.
You can manage your account users in the portal and provide different levels of access.
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.
