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.
We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.
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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When you select "Submit" after creating an invoice but nothing happens, this typically means you are missing required field(s) that needs to be filled out.
This invoice error means the invoice you submitted for processing is over the value of the PO.
You can save your invoice as draft in the portal. This will allow you to make changes to the invoice at a later time.
Attaching supporting documentation to your invoice.
Some customers require their suppliers to enter the current exchange rate when submitting an invoice.
Depending the invoicing country's electronic invoicing policies, some suppliers may be asked to attach and upload a legal PDF invoice before the invoicing process can begin.
The ability to create an invoice depends on the portal features your customer has enabled or your user role.
You can only add additional line items to your invoice when creating a Non-PO Invoice.
Tax is typically required for all invoices but this requirement depends on your customer.
You cannot submit an invoice with zero value or quantity within the line item. You will need to delete this line item before submitting the invoice.
Line items removed during invoice creation are removed only from the invoice being created. They are not deleted from the PO.
You can add line items to your non-po invoice.
The contact name field is typically required for non-po invoices.
Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.
Attaching an invoice will not populate the invoice fields. You must create the invoice in the portal.
Some customers allow their suppliers to create a duplicate copy of an non-po invoice that has already been created.
Tips and best practices on how to submit invoices electronically through the portal.
The Taulia Supplier Portal refers to the packing slip as a Delivery Note. The Delivery Note field is located above the Comment box at the bottom of the invoice creation screen.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
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.
Easily upload new invoices to Taulia for AR financing.
Manage your bank information through the portal!
Purchase orders, payments and invoices are typically linked to a customer's "branch", "business unit" or "location".
Create an invoice against a PO through the portal.
Your vendor information is accessible under My Details in the portal.
