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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 the portal 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 are not able to find an invoice you submitted, 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.

  • Click here to learn about the status of your invoice.

4 - Use the Advanced Search feature to find additional search filters: (filters depend on existing data set available in your supplier data)

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

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WILDCARD SEARCHES

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.

 


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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.

Still can’t find what you’re looking for?

Still can’t find what you’re looking for?

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Important Message

NA1 Platform Access 03/18/2019

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