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Q. How do I print a copy of an invoice?: 000003587

Article Number: 000003587

Please see the steps below for printing an invoice:

1 - Log onto the Home page of the portal.

2 - Select your customer.


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

4 - Enter the invoice number you want to print in the Invoice Number field and click Search.

5 - To the right of the Invoice, under the Actions column, click the gear icon and select Download.

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6 - Choose the file type. We suggest PDF if you wish to print this invoice as a document.

7 - Click Download.

8 - Once the PDF is downloaded, open it in a PDF reader and click the print option.


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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 start/stop receiving email notifications?: 000003472

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

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

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

Q. How do I search for my payments?: 000003320

Search for your invoice remittance details.

Q. What is company-wide two-factor authentication and how to enable/disable CW2FA?: 000009203

Learn how to turn on company-wide two-factor authentication, a feature that enables you to add an extra layer of security to your whole Taulia account.

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 user roles?: 000003385

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

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