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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Create an invoice against a PO through the portal.
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.
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.
You can not reference more than one PO on a single invoice.
Line items removed during invoice creation are removed only from the invoice being created. They are not deleted from the PO.
Information on how to create multiple invoices for the same purchase order
Attaching an invoice will not populate the invoice fields. You must create the invoice in the portal.
Remove PO line items you are not invoicing. These line items will remain available for invoicing at a later time.
Information on when you should create an invoice against a PO.
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.
Easily view all of your AR Financing invoices, view and request AR Financing early payments, and view payments associated with AR Financing invoices from the Receivables Invoices page.
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.
Use the email notification settings feature to manage your email notifications.
You can manage your account users in the portal and provide different levels of access.
You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.
Information on how to manage user access to your Taulia accounts.
