Loader

Taulia experience center

CUSTOMER SUPPORT SERVICES

Quick tips and tidbits

What’s happening at Taulia?

ALL NEWS & RESOURCES

What is Taulia

We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

Support Policies

Taulia Support and the entire Technical Services team is dedicated in helping you succeed. To do that, we have policies in place to show our unwavering commitment to you. Take a moment to read through our support policies to learn more.

Home /

Support Topic

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.

User-added image

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.

User-added image

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.

User-added image

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

User-added image

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. 


Was this article helpful?

   

TOP FREQUENTLY ASKED QUESTIONS

Q. How to add a supplier admin for vendor account through Buyer UI?: 000009220

In the Supplier Center you can add new admin user individually or mass upload to already enrolled vendors in the Taulia Portal.

Q. How do I retransfer data in bulk from SAP to Taulia?: 000008750

Information on how to mass retransfer supplier masters, purchase orders, invoices, workflow invoices and payment documents from SAP to the Taulia Platform.

Q. How are my suppliers notified of changes to their purchase orders?: 000008751

Taulia has a feature that notifies suppliers of what has been changed by highlighting certain fields. Suppliers also get email notifications of these changes. This article describes how Taulia’s purchase order change notification feature behaves.

Q. How do I remove a supplier from my Early Payment program in SAP?: 000008749

Instructions to deactivate Early Payment offers for a supplier.

Q. How can I pull log files for the Taulia POD?: 000008757

Explanation of how to pull log files for the Taulia POD service.

Q. How can I deactivate a supplier or a list of suppliers?: 000008755

Information on Taulia’s supplier deactivation policy.

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

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

“Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Sed et ligula non.”

Vanessa, Technical Services Manager

Important Message
Got It