Automated matching - Coupa's automated invoice processing software uses 2-way or 3-way matching rules to ensure the goods or services being billed align with orders and receipts. • Click on a customer's name under the Latest Customers section on the Home page and click Edit. The disputed invoice has been abandoned. Fill in at least the mandatory fields (marked with a red asterisk). Actions Click on the Edit icon to edit an invoice. Go to the Orders page or, on the Invoices page, click on the Create Invoice from PO button above the table to go to the Orders page. Record miscellaneous credit, for example, return/cancellation of goods, price adjustments, rebates and refunds. If you create or edit a credit note or a PO-backed invoice, some of the fields are pre-populated with information from the original invoice or the PO. Coupa invoice using the corresponding red delete buttons (see below) 2. Create the credit note similarly to creating an invoice. You can also add attachments (file, URL, or text) and an Image Scan, and modify PO lines, the UNSPSC, and tax reason descriptions. Click on it to view the invoice. Adjustable tolerances - With Coupa’s automated invoicing processing, control what’s an automatic match and what requires manual review with tolerance settings. Quantity – Can be changed from 0 to the remaining quantity on the PO line. If everything is correct, click DONE. See step 3 in Create an invoice from a PO. Click on the Create Credit Note button above the Invoices table on the Invoices page or, on the Orders page, click on the Create Credit Note () icon for the PO in the Actions column of the Purchase Orders table. If an invoice has some incorrect information, correct it. For more information, see Create Custom Views. 6 1. invoice in Coupa Supplier creates invoice in Portal and submits Supplier logs into CSP Transmission method 1 The Portal does not require a login 10 Supplier creates raw data for the invoice Invoice raw data is transmitted The only legal compliant invoice is the one generated in Coupa . In case of multiple payment types, you might see multiple Remit-To and Ship From addresses for the different payment types. Your customer can leave comments on the invoice while it is in "Disputed" status. Click on it to view the invoice. Note that all fields marked with an asterisk are mandatory. Price – Cannot be changed from PO line unit price. The export usually takes about one minute. Line level taxes are carried over from the invoice and are prorated based on the credit amount. 12. Step 2: Set up e-Invoicing. Contact your customer to get the invoice back on track. Adobe Captivate Monday, April 30, 2018 Page 2 of 27 Slide notes In this lesson, you will learn how to flip your Pearson Purchase Order into an electronic Coupa Invoice via your email notification or the Coupa Supplier Portal. Note that the status has changed to 'UNSENT'. For more information, see Disputed invoices. You can add invoice lines to your invoice by clicking on the Add Line link or the Add () icon next to it. The Invoice number in Coupa must be unique and match the invoice number in your PDF attachment. Also, your customer's comments that you need to respond to. Hence we can reverse the receipt. It’s a lot quicker when someone sets up an invoice, I submit my invoice to them and then all of a sudden it’s on Coupa and then I can elect whether or not I want … 1. For more information, see Disputed invoices. For more information, see What does the Export to button do? For more information, see If you completely cancel the invoice, you can edit only the following fields: Credit Note Date, Credit Note Number and Credit Reason. In case of a large number of invoices it may take longer. Common fields available include the Coupa internal ID as well as numbers/name associated with the Object. Enter a Remit To Name 13 Invoicing in Coupa. If you are not logged into the CSP, you are directed to the Login page and you need to go to your notifications to download the file; or after logging in, you can click on the Download Legal Invoices button from your email notification again. Create an Invoice from a PO Updated Updated to show that new remit-to addresses can be created/added directly when creating invoices. For future invoices against the same order, follow the same steps to ensure that what is being submitted agrees with the attached invoice. If you turn off notifications for this feature, the .zip file is not generated, so you cannot bulk export your legal invoices. Check your email for an invitation from Coupa. You can export the invoices table in CSV or Excel format. If you would like to setup a punchout catalogue with us To accept a new payment type, you might need to add a new remit-to type. Create your account or click here for help. When you visit the page again, it shows you the invoices for the customer you selected last time. How do I edit or delete an invoice? How do I void or modify an invoice? Coupa Supplier Frequently Asked Questions (FAQs) Updated: May 25, 2018 • What do I do if an invoice was rejected? Read this article to learn how you can view and edit invoices that you sent to your customers. For tax purposes, Coupa is utilized to view invoices for sales and use tax compliance purposes. If you want to make changes to the invoice after submitting it, you have to contact your customer, Halftime with Coupa Customer Adoption Managers. New to Coupa? For example, you are able to search invoices based on invoice numbers or search suppliers based on supplier name. In your ‘Invoices List’, a disputed invoice will have a ‘disputed’ status with an edit button to the far right (pencil image). For more information, see View and Manage Notifications. Click Continue to select how you want to resolve the issue. Hard copy invoices need not be sent. Current status of the invoice. Coupa invoice management system lets you set invoice matching tolerance levels so that reviewers are only involved when necessary. We also have the capability to establish auto invoice transmissions through a technology called cXML. Disputes are communicated by email notification providing a reason for the dispute. For more information, see Create or Edit an Invoice. UOM – Cannot be changed from PO line UOM. Q How do I submit an invoice in Coupa? Coupa Overview Information on the Coupa system, navigation and interface. Enter your details into the fields required. However, you can contact Mitsubishi Heavy Industries Europe on mhie-coupa@mhie Click here for an instructional video on how to create an invoice in the Coupa Supplier Portal. Click on the Invoices tab on the main menu. Coupa displays the invoice checks failed screen when invoices are submitted for approval, but need to run through an approval chain. When you select a legal entity, the popup displays the Invoice From addresses available for the legal entity and information about how your customer(s) associated with the legal entity can pay you, for example, "This customer can pay you by Bank Account or Credit Card.". To create a non-PO backed invoice, click on the Invoices tab on the main menu. These restrictions do not apply to credit notes. Coupa has the capability to integrate punchout catalogues via Coupa. The Coupa Supplier Portal (CSP) is a free tool for suppliers to easily conduct business with Morningstar using Coupa. Barclays legal entities in United States [COUPA Entities] Barclays Legal Entity Billing Name Invoice Submission Navigate to Invoice tab 3. purchase orders. Add new or choose existing invoicing details, that is, add or select an invoice from, remit-to, and/or ship from address. When you try to submit an invoice that does not meet your customer's requirements, depending on your customer's settings, you might get the following warning message: "This invoice has the following warning(s):", followed by details on what to correct. a) Click on “Orders” tab & find the PO that you want to create an invoice for b) Click on the “Create Invoice” icon c) Fill out all the fields with an asterisk (*) (Note: “Invoice #” must have less than 20 characters in the field) d) Attach detailed invoice in the “Image Scan” field e) Check & edit the invoice line & other details, if required f) Select the “Line Level Taxation” check box if you want … Coupa makes it easy to process more invoices through Coupa increases your productivity. learn more. When the status of an invoice changes to "Disputed", you receive an email notification with the invoice number, the date of the dispute, the reason for the dispute, and optionally any additional comments. Coupa eProcurement for Quickbooks Customers Pre-built integration for the world’s #1 accounting system for SMBs Key Features • Existing Quickbooks customers can get started with Coupa in minutes! To load invoices, you have two options to create and submit an invoice: 1. If there is a price discrepancy or misalignment between the supplier generated tax invoice and the invoice submitted in Coupa, Cleanaway will dispute the invoice for you to edit and resubmit. and Invoice (Except Air Liquide China Suppliers) transmission. If there is a price discrepancy or misalignment between the supplier generated tax invoice and the invoice submitted in Coupa, Cleanaway will dispute the invoice for you to edit and resubmit. Online and email notifications are on by default, so if you have not turned off your online notification for Legal Invoice Export Ready, you also get a notification in the CSP. You can also attach files to an invoice using Image Scan. On the Create Invoice page, fill in at least the mandatory fields (marked with a red asterisk) in your invoice. Amount – Can be changed from 0 to the remaining amount on the PO line. Depending on the type of invoice, you have the following options: If an invoice was issued in duplicate or has already been paid for through an earlier invoice, void it. If you need to edit the information, click MANAGE to return to the data entry screens. If you need to edit the information, click MANAGE to return to the data entry screens. If your customers use country compliant invoicing, you can also bulk export all the legal invoice attachments (usually PDFs) in a compressed (.zip) file by selecting the Legal Invoice (zip) option from the Export to dropdown. Create an Invoice from a PO in the Coupa Supplier Portal 1. To edit a draft invoice, do one of the following: Click on the Edit icon for the invoice in the Invoices table. Country compliant e-invoices are marked with a green checkmark next to the country code in their top right corner. For more information, see View and Download Digital Checks. You can filter the table by columns, use the search bar to filter with a search term, or click on the View drop-down list to perform advanced filtering. The company helps large companies gain visibility into, and control over, the money and resources spent within their organizations. Select CBRE from the “Select Customer” drop down, then identify the PO that needs to be 3. Click on the Invoice # link to open the invoice and click on the Edit button. You've now created your invoice! Enter the official name of your business that is registered with the local government (legal entity name) and select the country/region where it is located. Click on the Invoice # link to open the invoice and click on the Edit button. There you can … PO number generated by Coupa for the order on which the invoice is based. Create a new or choose an existing invoice-from address. The corrected invoice must have a new number. Invoices with disputed status are invoices with information that your customer does not agree to, needs clarification on, or finds incorrect. Your customer does not process disputed invoices for payment until you resolve the dispute. Coupa Expenses Coupa gives you more control of your expense management. Enriching Company Profile on Coupa Supplier Portal Step 3 A new window opens where you can edit information fields. It applies to all commodities sold in a specified geographical area. Users typically can add individual approvers, with or without their management hierarchy, and watchers on this screen. When submitting a corrected invoice, you can use the same invoice number. For more information, see Disputed invoices. To deactivate a user, you must edit the user record and select Deactivate User. These changes will be immediately visible to KPMG. In the appearing Credit Note popup, select the reason for your credit note. You can add attachments (e.g. Select Other and click Continue. Log into CSP 2. Click on the PO Number link to open the purchase order and click on the Create Invoice button. Click on it to view the PO. Adding a Remit To Address CSP includes remit-to addresses as part of electronic invoice compliance. Go to the Coupa Supplier Portal (CSP) and Login. First Time Registration. Coupa Supplier Portal 4 Menu The Menu button helps you navigate through the system. There is no limitation on the number of invoices or file size when exporting legal invoices. If the Invoice From Address, Remit-To Address, or Ship From Address do not appear, click the magnifying glass to select the respective addresses. Invoicing • How do I create an invoice? On the Orders page, do one of the following: Click on the Create Invoice () icon for the PO in the Actions column of the Purchase Orders table. Click the Red Coins You are now able to add details to the credit note. Select orders from the Navigation Bar Orders Page 1. Business Spend Management. From the Menu, you can create invoices, update your company’s profile, and invite additional users to join the CSP. Click on “Add Legal Entity” button on the upper right side of the page. This action searches for objects in Coupa based on certain fields which you determine. The original invoice remains in disputed status and the corrected invoice is submitted for approval. The tax rate is a government-regulated rate to be paid to the tax authorities as part of the sale and it is shown as a percentage. Created Date Date when the invoice was created. Status Current status of the invoice. If you use Coupa’s invoice compliance, see Compliance as a Service for more information. From the Select Customer drop-down list in the top right corner, select the customer whose invoices you want to see. ● Click on the PO Number link to open the purchase order and click on the Create Invoice button. Mandatory fields are marked with a red asterisk. The invoice is being processed by the AP department and should be paid soon. Create or Edit a Service If you are connected to more than one Coupa customer, select their name from the Select Customer dropdown menu. Learn more Payment Solutions Start accepting card, bank and digital check payments with no upfront costs, subscriptions, or hidden fees. The Info icon with the tooltip next to the Create Invoices header advises you what to do if you cannot create an invoice as expected, for example, contact your customer to enable more invoicing options for you. Depending on your customer's settings, the tooltip text of the icon can also be Accept PO and Create Invoice. 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