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.
For invoices submitted via eSend (PDF invoicing via email) or the Invoice Upload feature in the platform, there might be situations in which submitted invoices cannot be processed. Invoices with a Pending Review status usually mean your invoice did not meet the specific requirements of your customer. The good news is that invoices in this status can easily be re-submitted after making necessary corrections.
If your invoice is in Pending Review status, please do the following:
1 - From the My Invoices section, search for invoices with a Pending Review status.
2 - Once you find your invoice, select the gear icon under the Actions column. Select Edit Invoice.
3 - Please see the reason (highlighted in red) why your invoice was not accepted. After the issue is rectified, please re-submit the invoice.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Use the email notification settings feature to manage your email notifications.
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.
Search for your invoice remittance details.
Learn how to turn on company-wide two-factor authentication, a feature that enables you to add an extra layer of security to your whole Taulia account.
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.
Please note that only account admins have the ability to manage users and change user roles.
