Loader

Taulia experience center

SUPPLIER SUPPORT SERVICES

What are suppliers currently asking Taulia?

TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

GET PAID EARLY

Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.

I would like to:

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.

Home /

Support Topic

Featured Articles


Select a Category

Q. What is the open value left to invoice on a PO?: 000003613

Check the amount left to invoice on a PO.

Q. How do I view my customer's PO image/attachment?: 000003593

If your customer has this feature enabled, you can view and download the PO image directly from Taulia.

Q. My PO has incorrect information.: 000003345

Contact your buyer if your purchase order has wrong information.

Q. How do I dispute a PO?: 000003520

Disputing a PO if it has incorrect data.

Q. How do I print a Purchase Order?: 000003172

Information on how to print a copy of the purchase order from the portal.

Q. How do I know when to create an invoice for my customer?: 000008534

Information on when you should create an invoice against a PO.

Q. What are the different PO statuses?: 000003622

Define what each PO status mean in the portal.

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 assign branches to our portal users?: 000008574

Branch permissions allow account admins to give access to specific data in the portal.

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. My account is locked. How do I reset my password?: 000003590

Your account will lock if you enter your password incorrectly more than 5 times. You will need to reset your password in order to unlock your account.

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 add or update my bank account/information?: 000003497

Manage your bank information through the portal!

Still can’t find what you’re looking for?

Still can’t find what you’re looking for?

“Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Sed et ligula non.”

Vanessa, Technical Services Manager

Important Message
Got It