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Technical Support Services

TAULIA SUCCESS GUIDE

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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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Q. My invoice is showing an Incomplete status.: 000003529

Article Number: 000003529



If your invoice is returned with an Incomplete status, it means it did not meet certain validations rules set by your customer. Some common reasons are:

  • The invoice date is back-dated. Your customer may not allow invoice back-dating.

  • You are missing your invoice attachment.

  • You submitted an invoice without a purchase order.

  • You do not have a bank account registered. 

Unfortunately, we are not able to provide all possible reasons that will result in your invoice going to an incomplete status.  Please carefully read the exact reason on why your invoice was not accepted. You must fix the issue first before resubmitting the invoice.


1 - Hover your mouse over the Incomplete status to see the reason why the invoice was not accepted.

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2 - Once you rectify the issue that caused your invoice to not be accepted, select the gear icon to resubmit your invoice. You will have these options:

  • Complete - Allows you to open the invoice and to make changes. You have the option to submit the invoice again for processing.

  • Delete - Deletes the invoice. You can create a new one if needed.

 


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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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