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Q. How do I update my payment method? (check/ACH/credit card): 000003638

Article Number: 000003638

Taulia does not configure payment delivery methods. Contact your customer if you want to change your preferred payment delivery method.

  • Payment by ACH - If you prefer to be paid by ACH, start by making sure that you have your bank details configured in the portal. You may then contact your customer to inquire about receiving payments through ACH. If you cannot update your bank information in the portal, please contact your customer.
  • Payment by check - If you prefer to be paid by check, please contact your customer.

 


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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 are the different PO statuses?: 000003622

Define what each PO status mean in the portal.

Q. How do I merge/combine my Taulia accounts into one?: 000003598

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.

Q. How do I use Cash Planner?: 000003166

Use Cash Planner to get paid early on your approved invoices.

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. How do I start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

Q. How do I update my tax identifiers in the portal?: 000003611

Managing your company tax ID numbers through the platform.

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