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Q. How do I download an invoice report?: 000003586

Article Number: 000003586

Quickly download a large amount of invoice data using the invoice report feature. The report will contain:

  • Invoice/PO Number
  • Invoice Total and Invoice Due Date
  • Payment Date (if paid)
  • Early Payment eligibility 
  • Discount (if any)
  • & more!


You have two ways to download an invoice report:

 

To download your invoice information into a spreadsheet or PDF:

1 - Log into the Home.

2 - Click My Invoices from the Quick Access Links.

3 - Click Download List next to refresh button.

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4 - Selecting Current Page will download a report based on your invoice search results page. Selecting All will give you all of your available invoices. 

5 - Choose what format you want your report in CSV, PDF or XML. 

6 - Select Download.

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7 - The report will download to your local folder. If the report needs to query a large number of invoices, the report will be sent to your email when it is ready for viewing.


 

To download a single invoice report: (this feature may not be available in your portal)

1 - Go to My Invoices.

2 - Search for the Invoice number.

3 - Select the invoice number to open the invoice details then select Download.

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4 - Select what file format you want then select Download.



Note - the report can contain no more than 40,000 line items. If you try to download a report that exceeds 40 000 line items, you will get an error. 

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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 assign branches to our portal users?: 000008574

Branch permissions allow account admins to give access to specific data in the portal.

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

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 user roles?: 000003385

Please note that only account admins have the ability to manage users and change user roles.

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

Manage your bank information through the portal!

Q. Why was my invoice rejected/voided?: 000003526

Your customer may leave a reason why an invoice is rejected, incomplete, voided and or a reason for other available statuses. It may also show you what stage of approval your invoice is in.

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