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Q. What is Cashflow™?: 000003360

Article Number: 000003360

Note - This feature may not be available in your portal.

Cashflow™ is a feature that allows you to receive early payments automatically upon invoice approval. Invoice payment is released on your customers next available payment date. You can also turn Cashflow™ on/off anytime!



How does Cashflow™ work?

Cashflow™ is simple! Here's how it works:

  1. Enable Cashflow™.

  2. Cashflow™ starts automatically accepting offers upon invoice approval.

  3. Get email notifications for each automatically accepted offer.

  4. Get paid quickly on the next available payment date.


Why should I turn on Cashflow™?

  • Cashflow™ gives easy access to cash in predictable payments.

  • Early payment rates through Taulia are more favorable than other sources of cash.​

  • Cashflow™ can reduce time to account receivables collection and help fill the “cash flow gap”

  • With Cashflow™ on, there is no need to log in and manually review invoices to get paid early.​

  • You have complete control! You can turn on/off Cashflow™ anytime.


How do I turn Cashflow™ on/off?

1 -  Go to Settings (top right of the portal page) then select Cashflow™.

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2 - Toggle the Cashflow™ setting to Yes to enable Cashflow™​.

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3 - You will be asked to confirm your request. Click Yes, enable Cashflow™ to confirm turning on the feature.

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4 - You will see confirmation that Cashflow™ is enabled. At this point, all approved invoices in the future will automatically be submitted for early payment.

  • Open/Approved invoices prior to Cashflow™ activation will not be accelerated, but you will be presented the option to do so. Just select Yes, accelerate approved invoices. The system will accelerate all previously approved invoices that are already eligible for early payment.
  • If you would like the see the early payment rate after an invoice is paid early, see Q. Where can I see discount rates on invoices I have submitted for early payment?
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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 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. How do I change my Taulia account's email address?: 000003383

You can update the email address that you use to access Taulia.

Q. How do I change user roles?: 000003385

Please note that only account admins have the ability to manage users and change user roles.

Q. How do I enable/disable the auto-acceptance of Early Payments Offers? (Cashflow™): 000003181

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.

Q. How do I take a screenshot?: 000003353

Taking a desktop screenshot.

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