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Q. How do I download an invoice report?: 000003586

Article Number: 000003586

Quickly download a large amount of invoice data using the invoice report feature. The report will contain:

  • Invoice/PO Number
  • Invoice Total and Invoice Due Date
  • Payment Date (if paid)
  • Early Payment eligibility 
  • Discount (if any)
  • & more!


You have two ways to download an invoice report:

 

To download your invoice information into a spreadsheet or PDF:

1 - Log into the portal and select your customer.

2 - Click My Invoices from the Quick Access Links.

3 - Click Download List next to the refresh button.

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4 - Selecting the Current Page will download a report based on your invoice search results page. Selecting All will give you all of your available invoices. 

5 - Choose what format you want your report in CSV, PDF, or XML. 

6 - Select Download.

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7 - The report will download to your local folder. If the report needs to query a large number of invoices, the report will be sent to your email when it is ready for viewing.


 

To download a single invoice report: (this feature may not be available in your portal)

1 - Go to My Invoices.

2 - Search for the Invoice number.

3 - Select the invoice number to open the invoice details then select Download.

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4 - Select what file format you want then select Download.

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Note: The report can contain no more than 10,000 line items. If you try to download a report that exceeds 10 000 line items, you will get an error. 


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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 download a PO report?: 000003597

You have the ability to download purchase order reports directly from the portal.

Q. How do I enter the correct tax value for my invoice?: 000003499

Tax is typically required for all invoices but this requirement depends on your customer.

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

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

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

Information on how to update your address data.

Q. How do I download an invoice report?: 000003586

Save a copy of your invoice to a local folder.

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