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SUPPLIER SUPPORT SERVICES

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TAULIA SUCCESS GUIDE

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GET PAID EARLY

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.

The fine print

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. What are the benefits of getting paid early?: 000008540

Article Number: 000008540

Join the Thousands of Companies Fueling Business with Taulia!

"We were struggling to make payroll week by week, we started having the discussion of whether we were gonna make it or not when we found out our second largest client switched over to Taulia. We got all the information about how to take early payments and it truly saved us."
 

"Cash flow for a small company like mine is always kind of an issue because you're covering so many different types of payables... It's a lot quicker when someone sets up an invoice, I submit my invoice to them and then all of a sudden it's on Taulia and then I can elect whether or not I want to get paid early."



Finding capital for your business shouldn't be complicated. Taulia allows you to receive payment on invoices the moment they’re approved. Early payments provide your business with:
 

  • Additional funds to help grow your business

  • Immediate cash on hand for unexpected expenses

  • Increased speed of receivables collection

  • Increase financing capacity while lowering debt
     

 


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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 assign branches to our portal users?: 000008574

Branch permissions allow account admins to give access to specific data in 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. My account is locked. How do I reset my password?: 000003590

Your account will lock if you enter your password incorrectly more than 5 times. You will need to reset your password in order to unlock your account.

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

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

Manage your bank information through the portal!

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