Taulia experience center

Article Number: 000010698

Taulia’s Receivables Invoices page allows you to make an early payment and view, search, and download invoices integrated or uploaded to the Taulia platform related to your AR Financing program(s).

Note: The Receivables navigation dropdown and associated experiences are only available to companies with a Taulia AR Financing program to view AR Financing invoices. To view invoices associated with your buyer’s early payment program, visit the Customers navigation item.

This article includes the following topics:
Requesting Early Payment on an AR Financing Invoice
Requesting Early Payments on Multiple AR Financing Invoices
Viewing AR Financing Receivables Invoices
Viewing AR Financing Receivables Early Payment Statuses
Viewing AR Financing Payments Related to an Invoice

Requesting Early Payment on an AR Financing Invoice

1 - From the homepage, select Receivables > Invoices.



2 - From the table on this page, you can view the Early Payment Status column to understand which invoices are available for early payment. To request an invoice for early payment, select See Offer. 



Note: To view further invoice details before seeing an offer, first click on the Reference Number of the invoice, and then you may select See Offer from the Invoice Details page.



3 - Assess the early payment offer and select Request Early Payment.



4 - Confirmation message for successful early payment.



Requesting Early Payments on Multiple AR Financing Invoices

1 - From the homepage, select Receivables > Invoices.



2 - From the table on this page, you can view the Early Payment Status column to understand which invoices are available for early payment. 



3 - To request multiple invoices for early payment, select the check box next to the invoices and click on the See Offer Summary button. 



4 - A pop-up window will summarize the early payment details. Then, select the Request Early Payments button. 



5 - Confirmation message for successful early payments.



Viewing AR Financing Receivables Invoices

1 - From the homepage, select Receivables > Invoices.



2 - From this page, you can view your AR Financing invoices. You can filter by Reference Number, Status, Invoice Date, Business Unit, Customer, Early Payment, Amount, Credit Indicator, Currency, Document Number, or Due Date to find a specific invoice or group of invoices.



3 - For further invoice details, please click on Reference Number.



Viewing AR Financing Receivables Early Payment Statuses

From the Receivables Invoices page, you can view the early payment statuses of your Receivables Invoices by looking at the Early Payment Status column in the table. There is also an option to filter invoices to include only those of selected status.

Early Payment Statuses are:

• Unavailable - The invoice does not have an early payment offer available.
• Available - The invoice has an early payment offer available.
• Requested - There has been a request for early payment on this invoice, which is yet to be accepted or funded.
• Accepted - The funder has accepted an early payment offer and has not yet paid.
• Funded - An early payment has been made on this invoice.

Note: Status in the Receivables Invoices table refers to the status of the invoice provided to Taulia.

Click on the Invoice Reference Number to view the details of a requested, accepted, or funded early payment. Then, visit the Payments tab and select to expand the Early Payment section. 

Viewing AR Financing Payments Related to an Invoice

1 - From the homepage, select Receivables > Invoices.



2 - Select the Reference Number of the invoice.



3 - Select the Payments tab.



4 - View the list of associated payments to the invoice within the table on this page. If an early payment is requested, accepted, or funded on this invoice, you will see an expandable Early Payment section with details of the early payment. 





Note: Only payments that Taulia has reconciled will appear on this page.

Certain payment types may not be accessible based on your program’s setup. If you believe a payment to be missing from this page, check with your Taulia Customer Success Manager.

A Download Payment Details button will be present if the invoice has at least one associated payment. This *.csv download will contain all invoices and payment details associated with viewing the invoice.