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P. Jak pobrac raport dotyczacy platnosci? (PL): 000003445

Article Number: 000003445

Raporty dotyczace pojedynczej lub wielu platnosci mozna pobrac w formatach XML, PDF lub CSV. Raport zawiera równiez informacje, które faktury zostaly oplacone w ramach konkretnego przekazu platnosci.
 

Dla wielu platnosci

Dla pojedynczej platnosci
 

Dla wielu platnosci:

1 - Zaloguj sie do portalu i wybierz opcje Moje platnosci.

2 - Wybierz opcje Pobierz liste.

3 - Pojawi sie wyskakujace okienko. Wybierz opcje generowania raportu i format pliku:

Biezaca strona = Opcja ta generuje raport przekazu platnosci zawierajacy wszystkie powiazane faktury dla aktualnie wyswietlanej strony. Jesli przejdziesz na strone 3 i wybierzesz opcje Biezaca strona, zostanie wygenerowany raport dotyczacy platnosci ze strony 3.

Wszystkie = Opcja ta generuje raport dotyczacy wszystkich dostepnych przekazów platnosci. W zaleznosci od wielkosci raportu czas jego generowania moze sie wydluzyc. Gdy raport bedzie gotowy, otrzymasz powiadomienie e-mail z portalu.

Zalecamy korzystanie z opcji generowania raportu za pomoca biezacej strony.
 

Dla pojedynczej platnosci:

1 - Wybierz numer danego przekazu platnosci w Moich platnosciach.

2 - Pojawi sie wyskakujace okno. Wybierz opcje Pobierz > wybierz format pliku > ponownie wybierz opcje Pobierz, aby zakonczyc zadanie.

 

 


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TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. How do I add or update my bank account/information?: 000003497

Manage your bank information through the portal!

Q. Where can I see early payment rates on invoices I have submitted for early payment?: 000003507

Invoice early payment details can be viewed directly from the invoice details section.

Q. What are the different invoice statuses?: 000003618

Defines the different invoice statuses available for an invoice.

Q. How do I merge/combine my Taulia accounts into one?: 000003598

If you have more than one customer using the Taulia Portal and you need access to two or more accounts with the same login, you can combine your customers to one login.

Q. How do I change my Taulia account's email address?: 000003383

You can update the email address that you use to access Taulia.

Q. How do I start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

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