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.”
Use Taulia portal to check if an invoice is blocked or netter for early payment.
Information and instructions on how to use Payment Analytics Dashboard.
This article will explain the most common reasons why an AR Financing invoice may not be in Available status.
Information on how to mass retransfer supplier masters, purchase orders, invoices, workflow invoices and payment documents from SAP to the Taulia Platform.
Summary of the 5.1 version of the Taulia Add-on, released May 2024.
Vanessa, Technical Services Manager
