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.
Home /
Instructions on how to onboard with a funder for an early payment program and take advantage of getting paid early.
You can find your customer contact information by following this article.
Use the My Offers option to accept early payment on approved invoices.
Use Cash Planner to get paid early on your approved invoices.
Accepted early payment offers cannot be reversed. Please contact your customer if you have questions.
Dynamic Payment Terms allow you to get paid as soon as your invoices are approved in exchange for a prorated discount.
Invoice early payment details can be viewed directly from the invoice details section.
Taulia offers multiple options to get paid early on your invoice!
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.
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.
Learn how getting paid early can benefit your business.
Cashflow™ is a feature that enables you to automatically receive early payments after an invoice is approved by your customer.
Here is a quick explainer on how early payment can be used to close cash gaps.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Use the email notification settings feature to manage your email notifications.
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.
Search for your invoice remittance details.
Learn how to turn on company-wide two-factor authentication, a feature that enables you to add an extra layer of security to your whole Taulia account.
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.
Please note that only account admins have the ability to manage users and change user roles.
