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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.

 


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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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