Taulia experience center

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:

• Download all invoices into a spreadsheet or PDF
• Download a single invoice report

To download your invoice information into a spreadsheet or PDF:

1 - Log into the portal and select your customer.

2 - Click My Invoices from the Quick Access Links.

3 - Click Download List next to the refresh button.



4 - Selecting the 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.



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.



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



Note: The report can contain no more than 10,000 line items. If you try to download a report that exceeds 10 000 line items, you will get an error.