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.
Home /
Log onto the Home page of the portal
Go to My Details > Bank Accounts (if you have more than one vendor account merged on the portal you will need to choose which account you want to view)
Click Add Bank Account if no information is listed, or Click Update if you need to change your bank details.
Enter required information:
Click Next: Verify Bank Data
Click Attach File and upload supporting document such as a voided check or bank statement. (Must be in PDF format)
Click Review and Save
Click Complete and Save
Your customer will receive and review the change you submitted.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Your vendor information is accessible under My Details in the portal.
Create an invoice against a PO through the portal.
If your customer has previously offered Early Payments on your invoices, you can choose to have your newly created invoice automatically paid as soon as it is approved.
You can manage your account users in the portal and provide different levels of access.
Manage your bank information through the portal!
Please note that only account admins have the ability to manage users and change user roles.
