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Q. How do I search for invoices?: 000003525

Article Number: 000003525

Note - This feature may not be available in your portal. 

Invoices submitted through Taulia can be viewed from the My Invoices section of the portal. You may also see a historical list of your other invoices in the portal as configured by your customer. If you submitted an invoice outside of Taulia that is not appearing in the portal, please contact your customer.


Follow the steps below to search for your invoice:

1 - Log into the Home page of the portal.

2 - Click on My Invoices from the Quick Access Links.

3 - Enter the Invoice Number in the invoice search area and click Search. You can also search for invoice by Purchase Order or by Invoice Status.

  • See Q. What are the different invoice statuses? to learn about what each invoice status means.
  • When searching for an invoice, if a group of invoices contain the same prefix, please add an (*) after the last character. This will pull up the list of invoices with the same prefix. For example, if the invoice number 123456, enter 123* in the invoice number field then hit Search. All invoices starting with 123 will be returned in the result set.  This function also applies to PO and payment searches.

4 - Use the Advanced Search feature to find additional search filters: 

  • Branch 
  • Customer
  • Currency 
  • Delivery Note
  • Amount
  • Invoice Date Range
  • Due Date

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Additional FAQs

I can't find my invoice. What should I do?

If you submitted an invoice outside of the Taulia, please contact your customer. Depending on your customer, invoices submitted outside of Taulia may not immediately appear. Invoices submitted through Taulia should always be available in the portal.

What does the invoice status mean?

Please see Q. What are the different invoice statuses? to understand what each invoice status means.

 


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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 deactivate users?: 000003731

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

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 change my Taulia account's email address?: 000003383

You can update the email address that you use to access Taulia.

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

Create an invoice against a PO through the portal.

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 add or update my bank account/information?: 000003497

Manage your bank information through the portal!

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