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.
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Note - This feature may not be available in your portal.
If you have the ability to create non-po invoices in the portal, you may also have the ability to clone previously created invoices! This feature will save you time when invoicing the same items multiple times.
Please do the following to clone a non-po invoice:
1 - Log into the portal.
2 - Go to My Invoices and search for the invoice you want to clone (remember, you can only clone non-po invoices).
3 - Under the Actions column, select the gear icon and select Clone.
4 - This will open a new non-po invoice creation screen with the cloned data.
What will be cloned?
What will not be cloned?
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
This invoice error means the invoice you submitted for processing is over the value of the PO.
Create an invoice against a PO through the portal.
Use Cash Planner to get paid early on your approved invoices.
There are 4 common reason why you cannot log into the platform.
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.
Learn how to turn on/off two-factor authentication, a feature that enables you to add an extra layer of security to your Taulia account.
