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

Article Number: 000003586

You have the ability to download invoice reports directly from the portal. 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 off 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 local folder. If the report needs to query a large amount of invoices, the report will be sent to you as an 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. My account is locked. How do I reset my password?: 000003590

Your account will lock if you enter your password incorrectly more than 5 times. You will need to reset your password in order to unlock your account.

Q. How do I remove line items from a PO that I currently do not want to invoice?: 000003609

Remove PO line items you are not invoicing. These line items will remain available for invoicing at a later time.

Q. How do I manage my invoice compliance details?: 000003624

Some European suppliers require to have the compliance saved prior to invoice submission.

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

Create an invoice against a PO through the portal.

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NA1 Platform Access 03/18/2019

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