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SUPPLIER SUPPORT SERVICES

What are suppliers currently asking Taulia?

TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

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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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What is Taulia

We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

Support Policies

Taulia Support and the entire Technical Services team is dedicated in helping you succeed. To do that, we have policies in place to show our unwavering commitment to you. Take a moment to read through our support policies to learn more.

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Q. How do I contact my customer?: 000003346

You can find your customer contact information by following this article.

Q. How do I cancel an early payment request?: 000006578

Accepted early payment offers cannot be reversed. Please contact your customer if you have questions.

Q. What are Dynamic Payment Terms (DPTs)?: 000003202

Dynamic Payment Terms allow you to get paid as soon as your invoices are approved in exchange for a prorated discount.

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.

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 change user roles?: 000003385

Please note that only account admins have the ability to manage users and change user roles.

Q. How do I assign branches to our portal users?: 000008574

Branch permissions allow account admins to give access to specific data in the portal.

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

Create an invoice against a PO through the portal.

Q. How do I acknowledge/confirm or dispute a purchase order?: 000003469

Confirming or Acknowledging a PO from your customer.

Q. How do I access or switch customer accounts?: 000003466

Many portal users use Taulia for different customers. Because of this, accounts are typically merged to provide easy access for multiple customers using one email account in Taulia.

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