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SUPPLIER SUPPORT SERVICES

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TAULIA SUCCESS GUIDE

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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.

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. How do I update my contacts details?: 000003495

The contacts feature allows you to manage your company's contact information that can be used by your customer to get in touch with your internal contacts.

Q. How do I update my company/remit/shipment address?: 000003169

Information on how to update your address data.

AR Financing Receivables Payments: 000010699

Easily view and download AR Financing payment data from the Receivables Payments page.

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.

AR Financing Receivables Invoices: 000010698

Easily view all of your AR Financing invoices, view and request AR Financing early payments, and view payments associated with AR Financing invoices from the Receivables Invoices page.

Q. How do I download a payment report?: 000003471

You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.

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