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.
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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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eSend is a Taulia functionality that allows suppliers to submit invoices to their customer by emailing their PDF invoices to a configured email address. The eSend invoicing submission method also requires additional configuration. Contact your customer to check your eligibility for submitting invoices using this method.
When you send an invoice, you have the following attachment options:
One invoice with an attachment
You can send an email with ONE invoice (in PDF) along with an additional attachment. The attachment could be any sort of supporting documentation. The attachment can be of the following files types:
Multiple invoices without an attachment
You can only include multiple invoices per email if you have no additional attachments. If you have attachments, you can only have one invoice per email with your attachment. You cannot send multiple invoices per email that contains an attachment.
During your initial setup, if you request one attachment type and then later decide that you want to use the other type, you must contact Taulia Support to request the change.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Please note that only account admins have the ability to manage users and change user roles.
Branch permissions allow account admins to give access to specific data in the portal.
Create an invoice against a PO through the portal.
You can manage your account users in the portal and provide different levels of access.
Check the status of your invoice.
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.
