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Home / invoice report

Support Topic

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 enable/disable the auto-acceptance of Early Payments Offers? (Cashflow™): 000003181

Learn how to turn on Cashflow™, a feature that enables you to automatically receive early payments after invoice approval by customers in exchange for a percentage.

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 contact my customer through the portal?: 000003470

Use the "Send Message" option to quickly contact your customer through the portal!

Q. What is Cashflow™?: 000003360

Cashflow™ is a feature that enables you to automatically receive early payments after an invoice is approved by your customer.

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 download a payment report?: 000003471

You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.

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