Taulia experience center

Article Number: 000003320

Note - This feature may not be available in your portal. 
 

Because Taulia is connected to your customer's accounting system, payment remittance details are immediately available when a payment is released by your customer. Because Taulia does not create/generate normal invoice payments, contact your customer if you have payment-related questions. 


To find your remittance/payment details, follow the steps below:

1 - Log in to the Home page.

2 - Select your customer.

3 - Click on My Payments from the Quick Access Links.

4 - Use the payment search feature to find your payment by Payment Reference or Invoice Number.

• To learn about payment reports, click here.

Use the Advanced Search feature if you wish to further narrow down your search results by:

• Check Number - search for payment records using the check number
• From Amount - search for payment using a range of payment amounts
• Pay Date - search for payment using a range of dates that the payment was released

5 - From the results list, click on the payment reference number under the Payment Ref. column to view the payment details.

• If you search by Payment Reference but there is no result, please contact your customer to double-check the remittance number.
• If you search by Invoice Number but there is no result, the invoice is likely to not have been paid. Check the status of your invoice through the My Invoices section.

6 - From here you can see the rich remittance details. It will also show you the invoice(s) paid under this remittance. 

• Select the invoice number to view the invoice details.
• Select Download if you wish to download a copy of the payment.
• Select Send Message to contact your customer if you have additional questions about the payment.