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Q. How do I enroll for eFile or eSend (mass invoicing)?: 000003494

Article Number: 000003494

Taulia provides multiple methods that allow you to quickly and easily submit invoices to your customer with minimal effort:

  • eFile – Submit invoices via EDI. Automatically transmit invoice data from your accounting system in any standard format, or even in a custom CSV or XML format.
  • eSend – Email PDF invoices to your customer's eSend inbox. If any corrections are needed, you will be notified.

If you are creating invoices directly in the Taulia portal, you are already using eFlip™ (PO-based invoices) and eForm™ (non-po invoices)NO SETUP IS REQUIRED. You may continue using these features in your portal.

eFile™ and eSend™ require proper setup/implementation. To enroll, contact your customer directly to confirm your eligibility. 

Note: The required minimum is 1000 invoices per year. 


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

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

Q. How do I add or update my bank account/information?: 000003497

Manage your bank information through the portal!

Q. Where can I see early payment rates on invoices I have submitted for early payment?: 000003507

Invoice early payment details can be viewed directly from the invoice details section.

Q. What are the different invoice statuses?: 000003618

Defines the different invoice statuses available for an invoice.

Q. My invoice is showing an Incomplete status.: 000003529

When an invoice is returned with an "Incomplete" status, it means the invoice did not pass some validation rules set by your customer.

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

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

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