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Technical Support Services

TAULIA SUCCESS GUIDE

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Q. Nothing happens when I submit an invoice: 000003543

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.

Q. How do I enter the correct tax value for my invoice?: 000003499

Tax is typically required for all invoices but this requirement depends on your customer.

Q. I cannot invoice line items with zero (0) quantity or value.: 000003493

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.

Q. How do I attach documents to my invoice?: 000003372

Attaching supporting documentation to your invoice.

Q. Can I reference more than one PO on a single invoice?: 000003327

You can not reference more than one PO on a single invoice.

Q. I am getting the error "your customer does not support e-invoicing: 000003524

This means you are in a country that does not support electronic invoicing at this time.

Q. I am getting a Special charges exceeded" error.": 000003539

If you are getting "Special charges exceeded" error after submitting a PO based invoice, please contact your customer's AP team. They may need to update the PO configuration to allow for special charges to be invoiced against it.

Q. Why am I unable to create an invoice?: 000003605

The ability to create an invoice depends on the portal features your customer has enabled or your user role.

Q. What happens to PO line items I remove when creating an invoice?: 000003600

Line items removed during invoice creation are removed only from the invoice being created. They are not deleted from the PO.

Q. How do I create an Invoice just for tax?: 000003592

Only some customers allow a tax only invoice to be created.

Q. How do I resize my invoice attachments?: 000003319

Resize your attachment if it exceeds the file size limitation.

Q. I am getting an exceeds open value invoice error : 000003473

This invoice error means the invoice you submitted for processing is over the value of the PO.

Q. What is the exchange rate when creating an invoice?: 000006033

Some customers require their suppliers to enter the current exchange rate when submitting an invoice.

Q. What is the file size limit for attachments?: 000003625

Invoice supporting documentation file size limit.

Q. How do I create multiple invoices for the same PO?: 000008381

Information on how to create multiple invoices for the same purchase order

Q. Can I attach my invoice instead of creating the invoice in the portal?: 000003338

Attaching an invoice will not populate the invoice fields. You must create the invoice in the portal.

Q. How do I remove line items from a PO that I currently do not want to invoice?: 000003609

Remove PO line items you are not invoicing. These line items will remain available for invoicing at a later time.

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 save my invoice as draft?: 000003188

You can save your invoice as draft in the portal. This will allow you to make changes to the invoice at a later time.

Q. What is the character limit when using the 'Comment' feature for an invoice?

Information on how many characters you can use when adding a comment to an invoice.

Q. How do I know when to create an invoice for my customer?: 000008534

Information on when you should create an invoice against a PO.

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

Tips and best practices on how to submit invoices electronically through the portal.

Q. How can I add a delivery note (packing slip) to an invoice?: 000003325

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.

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 is Cashflow™?: 000003360

Cashflow™ is a feature that enables you to automatically receive early payments after an invoice is approved by your customer.

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

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

Q. I am getting the error "There was a problem recording your acceptance of our Terms and Conditions": 000006480

The error "There was a problem recording your acceptance of our Terms and Conditions" may come up when accepting the T&C for the first time.

Q. I cannot log into the platform.: 000003429

There are 3 common reason why you cannot log into the platform.

Q. Why is my activation code (token) showing invalid?: 000003511

You can request for a new token only if you have already been invited. If you have never received an invitation, please contact your customer.

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

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