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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 update my payment method? (check/ACH/credit card): 000003638

Contact your customer if you wish to change your payment delivery method.

Q. How do I update my payment terms?: 000007992

Contact your customer for payment term related questions

Q. I am missing remittance details for the payment received.: 000003553

Who to contact if your invoice remittance details is missing.

Q. Why is my payment missing/not received?: 000008002

What to do if you have not received your payment.

Q. The payment I received is incorrect: 000003519

Information on who to contact if you have payment related questions.

Q. How do I contact support?: 000003357

Contact support if you are not able to find the help information you need.

Q. Why did my customer add a new business unit to my account?: 000003434

There is no action required on your part when receiving this email notification.

Q. How do I contact my customer?: 000003346

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

Q. How do I contact my customer through the portal?: 000003470

Use the "Send Message" option to quickly contact your customer through the portal!

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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