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SUPPLIER SUPPORT SERVICES

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TAULIA SUCCESS GUIDE

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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.

Support Policies

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™)

18 Articles

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

Non-PO Invoicing (eForm™)

18 Articles

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

Country Specific Invoicing

6 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

4 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

14 Articles

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

Invoice Details

16 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. 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 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 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. I cannot log into the platform.: 000003429

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

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

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

Q. My invoice is showing an Incomplete status.: 000003529

When an invoice is returned with an "Incomplete" status, it means the invoice did not pass some validation rules set by your customer.

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