Self-Services Management 101

February 2, 2016 Jessica Dholakia

Dreaming of a space where you can have complete visibility into your invoice and payment, send messages directly to your customers, and manage and maintain your current business information? Stop dreaming and meet Taulia.

Nightmares of numerous calls with long wait times and lost emails are no longer a reality with Self Services by Taulia. Here are the marvelous things it can do for you:

  • Invoice and accounting management made easy. The portal makes communication between you and your customer efficient and effective. Access the portal 24/7 to see invoice, PO, and payment details.

  • You now have the ability to send a message directly to your buyer about any invoice, PO, or payment. If you have a question about an invoice status, or want to know why a payment was made, simply use the portal to relay your question. Your customer will receive the message directly in their accounting system, reaching them instantly with all the information they need to resolve the issue.

  • Save valuable time. Sending messages through the portal means you no longer need to spend time on the phone with your customer while they research your questions.

Now, start living the dream and login to the portal today or if you have questions check out these extremely helpful FAQs for self-services. The sooner you do, the sooner you get back to counting sheep (or money and time, both of which you will save by using the portal)!

 
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