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Technical Support Services

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.

The fine print

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 use Cash Planner?: 000003166

Use Cash Planner to get paid early on your approved invoices.

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. 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. Where can I see discount rates on invoices I have submitted for early payment?: 000003507

Invoice early payment details can be viewed directly from the invoice details section.

Q. How do I get paid early (early payment)?: 000003465

Taulia offers multiple options to get paid early on your invoice!

Q. How do I request early payment for my invoice?: 000003463

If your customer has previously offered Early Payments on your invoices, you can choose to have your newly created invoice automatically paid as soon as it is approved.

Q. How do I enable/disable the auto-acceptance of Early Payments Offers? (Cashflow™): 000003181

Learn how to turn on Cashflow™, a feature that enables you to automatically receive early payments after invoice approval by customers in exchange for a percentage.

Q. What are the benefits of getting paid early?: 000008540

Learn how getting paid early can benefit your business.

Q. How do I accept early payment offers for my invoice?: 000003503

The My Offer option shows up in an invoice when your customer approves an invoice and is offers an early payment.

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 contact my customer?: 000003346

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

Q. Can you tell me a scenario on why I might request early payment for my invoice?: 000008470

Here is a quick explainer on how early payment can be used to close cash gaps.

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 add or deactivate users?: 000003731

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

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 change my Taulia account's email address?: 000003383

You can update the email address that you use to access Taulia.

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 enable/disable the auto-acceptance of Early Payments Offers? (Cashflow™): 000003181

Learn how to turn on Cashflow™, a feature that enables you to automatically receive early payments after invoice approval by customers in exchange for a percentage.

Q. How do I take a screenshot?: 000003353

Taking a desktop screenshot.

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