Taulia experience center

Article Number: 000003346

Taulia pulls the data you see in the platform from your customer's accounting system. Taulia does not generate or alter purchase orders and payment records. If you have the ability to create invoices through Taulia, we transmit the invoice to your customer's accounting system but we are not part of the approval process.

When to contact your customer:

• Questions about rejected/voided invoices - Contact your customer
• Questions about invoice payment terms - Contact your customer
• Questions about invoice data/value - Contact your customer
• Questions about enrolling for mass invoicing - Contact your customer.
• Questions about incorrect PO data/value - Contact your customer/buyer
• Questions about canceling/editing a submitted invoice - Contact your customer
• Questions about how to enroll to use Taulia - Contact your customer

If enabled by your customer, use the messaging feature to easily ask questions about your purchase order, invoice, or payment through the portal.

When to contact Taulia Support:

• If you are not receiving your enrollment email
• If the portal is not loading or having performance issues
• Issues resetting your password
• Issues managing users in your account
• Other issues related to using Taulia

You can typically find your customer's FAQs and contact information by doing the following:

1 - Log into your portal account.

2 - Select a customer.

3 - Select Custom FAQs.



You may also be able to find your customer's contact information by doing the following:

1 - Log into your portal account.

2 - Select the User Action Menu.

3 - From the Support Category list, select Contacting My Customer and look for your customer's name in the results list.