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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. 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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