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Q. How do I print a copy of an invoice?: 000003587

Article Number: 000003587

Please see the steps below for printing an invoice:

1 - Log onto the Home page of the portal.

2 - Select your customer.


3 - Click on My Invoices in the Quick Access Links.

4 - Enter the invoice number you want to print in the Invoice Number field and click Search.

5 - To the right of the Invoice, under the Actions column, click the gear icon and select Download.

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6 - Choose the file type. We suggest PDF if you wish to print this invoice as a document.

7 - Click Download.

8 - Once the PDF is downloaded, open it in a PDF reader and click the print option.


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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 add or update my bank account/information?: 000003497

Manage your bank information through the portal!

Q. Where can I see early payment rates on invoices I have submitted for early payment?: 000003507

Invoice early payment details can be viewed directly from the invoice details section.

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

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

Q. What are the different invoice statuses?: 000003618

Defines the different invoice statuses available for an invoice.

Q. My invoice is showing an Incomplete status.: 000003529

When an invoice is returned with an "Incomplete" status, it means the invoice did not pass some validation rules set 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.

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