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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 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 add or deactivate users?: 000003731

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

Q. How do I update my tax identifiers in the portal?: 000003611

Managing your company tax ID numbers through the platform.

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

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

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Q. How do I create a Non-PO invoice (eForm)?: 000003640

Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.

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