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.
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.
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| Follow the instructions below to create a PO based invoice for RBS: 1 - From the portal homepage, select Create Invoice. 2 - Search for the PO you want to invoice then select Create Invoice. 3 - Enter the following invoice header information: -Invoice Number -Invoice Date -Supplier VAT Number - If you're not sure how to update your VAT Number, please, see "How do I update my tax identifiers in the portal?". 4 - Edit the line item Quantity (if needed) that you need to invoice. You must select the Tax Type on the line item to charge the proper sales tax amount. Note - If there are line items in the PO that you currently do not want to invoice, select X to remove the line item. The removed line items will disappear from this invoice, but will remain in the PO for future invoices. 5 - Do not use the FREIGHT feature under Additional Items. 6 - Do not use the upload attachments feature to attach an invoice. Invoice attachments are not supported. 7 - Select Submit Invoice. Once the invoice is submitted, you can track the status by going to the My Invoices section of the portal. |
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
You can manage your account users in the portal and provide different levels of access.
Check the status of your invoice.
Explains how to use the invoice submission report when sending invoices through eFile
Your customer may leave a reason why an invoice is rejected, incomplete, voided and or a reason for other available statuses. It may also show you what stage of approval your invoice is in.
You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.
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.
