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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 in to the Home page of the portal.

2 - Select your customer.


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

4 - Enter the Invoice Number in the invoice search area and click Search. You can also search for an 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 contains the same prefix, please add a (*) after the last character. This will pull up the list of invoices with the same prefix. For example, if the invoice number is 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.

5 - 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 change user roles?: 000003385

Please note that only account admins have the ability to manage users and change user roles.

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

Create an invoice against a PO through the portal.

Q. How do I access or switch customer accounts?: 000003466

Many portal users use Taulia for different customers. Because of this, accounts are typically merged to provide easy access for multiple customers using one email account in Taulia.

Q. How do I assign branches to our portal users?: 000008574

Branch permissions allow account admins to give access to specific data in the portal.

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 add or update my bank account/information?: 000003497

Manage your bank information through the portal!

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