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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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PO Invoicing (eFlip™)

23 Articles

Taulia makes electronic invoicing easy. This section covers articles related to creating Non-PO based invoices.

Non-PO Invoicing (eForm™)

23 Articles

Taulia makes electronic invoicing easy. This section covers articles related to creating PO based invoices.

Country Specific Invoicing

3 Articles

Understand how to submit invoices though Taulia based on country-specific requirements. This section covers articles related to how Taulia supports e-invoicing at a per country basis.

Invoice Upload

3 Articles

Submit multiple invoices at once through the Taulia platform by csv or xls. This section covers articles related to the Invoice Upload feature.

Searching for Invoices

5 Articles

Easily find invoices available in Taulia. This section covers articles related to searching invoices in Taulia.

Invoice Reporting

3 Articles

Easily view and export reports related to invoices. This section covers articles related to invoice reporting.

Invoice Status

15 Articles

Use Taulia to check the status of your invoices. This section covers topics articles to the status of your invoices.

Invoice Details

17 Articles

Know the exact details included in your invoice. This section covers articles related to reviewing invoice details.

Credit Notes

1 Articles

Taulia makes it easy to submit credit notes. This section covers articles related to creating and managing credit notes.

Invoice Compliance Data

3 Articles

We work in a global economy that may require country specific compliance data needed for electronic invoicing. This section covers articles related to Compliance Data Settings.

Featured Articles

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 add or update my bank account/information?: 000003497

Manage your bank information through the portal!

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 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 create a Non-PO invoice (eForm)?: 000003640

Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.

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