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Q. How do I download a payment report?: 000003471

Article Number: 000003471

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

Use the Advanced Search option to further narrow your search criteria before creating a report. You can also use the other search filters:

  • Check Number - search for payment records using the check number
  • From Amount - search for payment using a range of payment amounts
  • Pay Date - search for payment using a range of dates that the payment was released


Multiple Payments

Single Payments

 

Multiple Payments:

1 - Log into the portal and select customer.

2 - Select My Payments.

3 - Select Download List.

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4 - A pop-up window will come up. Select how much you want to see and the report type.

  • Current Page - Generates a remittance report with all linked invoices for the current page you are on. If you go to page 3 and select "current page", it will print payments on page 3.
  • All - Prints a report of all available payment remittances. The report may not generate immediately depending on how big the report is. The portal will notify you by email once the report is ready for download.​

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Single Payment:

1 - Select the payment remittance number in question from My Payments.

2 - The remittance details window will pop up. Select Download. Select what file type you would like the report to be and select Download.


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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 contact my customer through the portal?: 000003470

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

Q. How do I create a Non-PO invoice (eForm)?: 000003640

Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.

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. How do I update my company/remit/shipment address?: 000003169

Information on how to update your address data.

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

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

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