Taulia experience center
CUSTOMER SUPPORT SERVICES
CUSTOMER SUPPORT SERVICES
Taulia Announces Partnership with Google to solve invoicing with AI
READ THE ARTICLETaulia Turns 10
READ THIS POSTJoin us at Public Fincane Live!
VIEW DETAILSTaulia’s 2019 Supplier Survey
READ THE REPORTImproving supply chain collaboration with Taulia
READ THE REPORTFull speed ahead: avoiding delays to supplier payments with Taulia
READ THE REPORTFour pillars of a successful early payment program
READ THE REPORTWe 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.
Home /
Note - This feature may not be available in your portal.
The Send Message feature in the platform is a messaging tool that is directly connected to your customer's ERP system. Use this feature to contact your customer through the platform if you have questions related to a PO, Invoice, or Payment that you see in the platform. This is a two-way communication tool that can help streamline messages between you and your customer. You can still contact your customer by phone or email if you prefer.
To use the Send Message feature, please do the following:
1 - Click on My Invoices, My Payments, or My POs in the Quick Access Links. What you select depends on the type of question you have.
2 - Search for the PO, invoice, or payment number and click Search.
3 - Select the PO, invoice, or payment number in question.
4 - A pop-up window will come up. Select the Send Message option as seen below:
You can also get to the Send Message option by doing the following:
1 - Click on My Invoices, My Payments, or My POs in the Quick Access Links.
2 - Search for the PO, invoice, or payment number and click Search.
3 - Under the Actions column, click the gear icon dropdown and choose Send Message.
4 - Enter a Subject Line and detailed Description then click OK to send the message.
The message will be sent to your customer. You will receive a response directly from the messaging box in the portal. You will also be notified by email (if you are opted in to receive "New Message" email notifications) that you have a new message waiting to be read in the portal. You can find the messages under the Home menu.
Additional FAQs
Where will I find the Send Message feature?
The feature (if enabled by your customer) can be found in the My POs, My Invoices, and My Payments section. Just select a PO, invoice, or payment record then select the Send Message option to open the tool. Be sure to provide clear and concise information when sending a message. When your customer replies, the message can be found under Home > My Messages.
I don't see the Send Message option. How else can I contact my customer?
It would mean that the feature is not enabled by your customer. Visit the Custom FAQ section of the platform. Here, you can find customer-specific FAQs and contact information for your customer.
My question is about a PO, invoice, or payment that is not on the platform. What should I do?
Find an existing PO, invoice, or payment and Send Message tool to ask your question. Just be sure to provide detailed information including the PO, invoice, or payment number in question. If you prefer, you can also contact your customer directly.
In the Supplier Center you can add new admin user individually or mass upload to already enrolled vendors in the Taulia Portal.
Summary of the 5.1 version of the Taulia Add-on, released May 2024.
Information on how to address suppliers with Needs Attention status in the Buyer UI.
Business unit settings control the eligible supplier payment options and funding types per business unit.
Easily view all of your AR Financing invoices, view and request AR Financing early payments, and view payments associated with AR Financing invoices from the Receivables Invoices page.
Easily view and download AR Financing payment data from the Receivables Payments page.
Vanessa, Technical Services Manager