Taulia experience center
SUPPLIER SUPPORT SERVICES
Invoices are reviewed and approved by your customer; never Taulia. Use Taulia to track the status of your invoices.
No. The approval/rejection of invoices is owned by your customer.
An invoice can be rejected for many reasons. If there is no rejection reason provided, contact your customer.
Invoices submitted through Taulia are transmitted to your customer's accounting system in real-time. It helps speed up the approval process.
It means your customer is reviewing your invoice. Contact your customer if you have questions.
Your customer/buyer does. Taulia is a platform that electronically delivers POs to suppliers. If you have concerns regarding the details of the PO, contact your customer.
POs are created by your customer/buyer. Report the issue to them. If an update is made, the updated PO is pushed back to Taulia.
We highly recommend using Taulia when invited by your customer to simplify your business transactions.
Your company must be invited by your customer. If you there is an existing account, ask your Taulia account admin to invite you as a user.
Taulia is connected to your customer's accounting system. This allows your customer to deliver PO, invoice, or payment data between their system and Taulia. You can then see this information through your Taulia account.
Yes. We call this "merging". Merging accounts allow you to access all accounts using a one login.
You can only deactivate previously active user accounts.
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.
Dynamic Payment Terms allow you to get paid as soon as your invoices are approved in exchange for a prorated discount. The advantage of Dynamic Payment Terms is that your payment is processed as soon as the invoice is approved and the discount taken for the payment is calculated on a sliding scale. Once you agree with your buyer on a sliding scale, it is fixed and the discount will always be calculated using that same reference. Invoices approved sooner and therefore paid quicker will have a higher discount amount than invoices that are approved slower, and therefore paid later. Click here to watch a brief informational video on how Dynamic Payment Terms work.
Your customer can offer you two different types of Dynamic Payment Terms: a full sliding scale, and a sliding scale with a discount window (cliff).
Example 1 - Full sliding scale of a "1.5% NET 30 - ASAP" Dynamic Payment Term
With that kind of Dynamic Payment Terms that your customer may offer you, if an invoice is approved in your customers’ accounts payable process on the 10th day, that invoice will automatically be added to their payment run on the 10th day and a prorated discount will be taken.
Example 2 - Sliding scale with a "1.5% 10 NET 30 - ASAP" Dynamic Payment Term
With that kind of Dynamic Payment Terms that your customer may offer you, if an invoice is approved in your customers’ accounts payable process on the 15th day (after the traditional 10 day discount window has expired), that invoice will automatically be added to their payment run on the 15th day and a prorated discount will be taken.
You can manage your account users in the portal and provide different levels of access.
Use the email notification settings feature to manage your email notifications.
Manage your bank information through the portal!
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.
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.
Learn how to turn on two-factor authentication, a feature that enables you to add an extra layer of security to your Taulia account.
Vanessa, Technical Services Manager