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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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Getting Started with Taulia

15 Articles

We all need a little guidance sometimes. This section contains articles about items you should tackle first.

Managing Account Users

4 Articles

Bring visibility to more people in your company. Invite key stakeholders to access information in your Taulia account. This section covers articles related to user management.

Managing Email Notifications

4 Articles

A lot of information is passed through Taulia, but you can manage which activities you want to be notified of. This section covers articles related to email notification settings.

Managing User Profiles

3 Articles

Help us get to know you and your preferences. This sections covers articles related to to managing your user profile.

Combining/Merging Taulia Accounts

3 Articles

Do you have multiple customers or accounts already on Taulia? You have the option to combine access using a single email account. This section covers articles related to Taulia’s account merging feature.

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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