Taulia experience center
CUSTOMER SUPPORT SERVICES
CUSTOMER SUPPORT SERVICES
We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.
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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1 - Click on Create Invoice from the home page.
2 – Type the PO number that you wish to invoice in the PO number field and click on Find Purchase Order. Once you locate the PO, click Create Invoice to the right of it.
Click on Select and Upload File to locate and upload the .xml file that contains your invoice data. File format must be SAT compliant CFDI. Maximum size is 19.0 MB. Upload will start automatically.
Select the PO item(s) that you wish to invoice for each invoice line.
Comment – here you can add any additional comments you have on the invoice.
You can click on Upload Attachment if you wish to provide any supporting documentation on your invoice. Place your mouse over the question mark to see accepted file types and size limit.
Click on Submit Invoice. The invoice will show in validation pending for some minutes and once successfully received by your customer it will show “in process.”
In the Supplier Center you can add new admin user individually or mass upload to already enrolled vendors in the Taulia Portal.
Learn how to turn on/off two-factor authentication, a feature that enables you to add an extra layer of security to your Taulia account.
Information on how to address suppliers with Needs Attention status in the Buyer UI.
Summary of the Service Pack 02 version of the Taulia Add-on.
Installation guide for Taulia add-on for SAP integration suite and managed gateway.
Description of how Taulia sends invitation emails to suppliers. Information about frequency and volume of invitation reminders.
Vanessa, Technical Services Manager
