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Q. I am new to submitting my invoices electronically. What should I know?: 000008595

Article Number: 000008595

Note - features described below may not be available in your portal.

Welcome!

Congratulations on taking the first steps to streamline your invoicing process! The Taulia platform makes it easy to submit your invoices electronically, as well as monitor the status of your invoice invoices in real-time.

Remember - Taulia does not review/approve/reject invoices. This process will continue to be owned by your customer. 

Here are some very helpful tips that can help you easily create, and manage your invoices through Taulia.

Invoicing


Invoice Status & Search


Invoice Management

 

Be sure to visit the Custom FAQ section of your account to see additional information from your customer on how to use Taulia. To learn more about other Taulia general features, visit support.taulia.com. 


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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 create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Q. How to enable two-factor authentication?: 000008703

Learn how to turn on two-factor authentication, a feature that enables you to add an extra layer of security to your Taulia account.

Q. How do I manage my invoice compliance details?: 000003624

Some European suppliers require to have the compliance saved prior to invoice submission.

Q. How do I update my company name?: 000003500

Q. How do I update my company name?

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 create a Credit Memo/Note to offset an over payment?: 000003334

Create a credit note for an invoice you have submitted.

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