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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From the portal homepage, select Create Invoice.
Select Create Non-PO Invoice.
Select the correct business unit
Enter the following invoice header information:
Invoice Number - special characters and spaces are allowed.
Invoice Date - invoice backdating is not allowed.
Customer Tax Identifier - this field is mandatory.
Contact Name - also a mandatory field.
Edit the line item Description, Unit, Quantity, Unit Price that you need to invoice.
Note - To add additional line items in the invoice, select Add Line. Also, if items are highlighted red, means they are required to be filled out.
5 - Select Upload Attachment to attach supporting documentation to your invoice. You can also add an Invoice delivery note and a comment for your customer. Restocking Fee is only used when creating a credit memo.
The currency should always be USD.
6 - 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.
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.
Information on how to update your address data.
Manage your bank information through the portal!
In this article you will find main possible issues about two-factor authentication.
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.
You can manage your account users in the portal and provide different levels of access.
