It depends on how your customer has you set up. Contact them and ask how you're configured, and if you can send non-PO backed invoices.

Your account needs to be configured to handle invoices through your customer's Coupa instance. Contact them to get set up with an invoicing method.

Talk to your customer about which of the following invoicing methods they want to use:

• Excel spreadsheet: your customer sends you a file which you fill out and send back to them.

• Use the CSP: Create an account and link to your customers. You can manually fill out the invoice details or use tools like the AI Invoice Upload to extract information from PDF or JPEG files.

  For more information about invoicing in the CSP see Create or Edit an Invoice.

• Submit an invoice through Supplier Actionable Notifications (SAN), where you act on an email without creating an account.

  For more information see Supplier Actionable Notifications (SAN) for suppliers.

• Use integrations like cXML: automate the process of sending an invoice file using Coupa's standard cXML format.

  For more information, see cXML Invoices.

• Upload a CSV file via sFTP.

  For more information see Supplier Integration Resources.

For more information about available methods for invoicing, see About Invoices.

1. On the main menu, click on the Orders tab.

2. If you are connected to more than one Coupa customer, select their name from the Select Customer dropdown menu.

3. In the PO table that appears, choose the PO you want to invoice.

4. Select the yellow coins to create an invoice.

   • If you don't have a PO and your customer has given you permission to create invoices without a backing document:

     1. Select the Invoices tab on the main menu.

     2. Select the Create Blank Invoice button above the Invoices table.

   • If you don't have a PO and your customer has given you permission to create invoices with a backing document:

     1. Select the Invoices tab on the main menu.

     2. Select the the Create Invoice from Contract button above the Invoices table.

1. Select the Invoices tab on the main menu.

2. If you are connected to more than one Coupa customer, select their name from the Select Customer dropdown menu.

3. Select the Create Blank Invoice button above the Invoices table.

   If you don't see the Create Blank Invoice button, contact your customer and ask them to configure your supplier account so that you can submit invoices without a backing PO.

On the main menu, click on the Invoices tab. For the desired customer, look for invoices that are still listed as drafts. They need to be edited and then submitted. If the invoice is not there, it's not in the system.

Yes, you can. You can upload your PDF invoices in the following ways:

• Log in to the CSP to create an invoice and attach the PDF. You can also use the AI Invoice Upload tool.
• You don't need to contact your customer to do this, and it only takes a moment.
• Email the PDF directly to your customer.
• This is ideal for invoices without a PO. However, your customer might have to manually enter the PDF invoice information into Coupa, which may cause a delay in payment. Check with your customer if this option works for them. They need to set up a specific email address where you can send the PDF.

You can add shipping charges at the bottom of the invoice or at the line item level. Ask your customer which method they prefer.

You can invoice multiple times against a single PO. Just click the gold coin icon and enter the amount you'd like to appear on the invoice.

To create a credit, enter a negative quantity. For more information, see Create or Edit an Invoice and refer to the Create a credit note section.

Once an invoice is submitted, it can't be changed in any way. For more information, see Create or Edit an Invoice.

Check if you are using the supported protocols: TLS 1.1 or TLS 1.2. If you still have problems, contact supplier@coupa.com.

Invoices against a PO don't need accounting information, because that information is part of the requisition and is carried over to the PO. When an invoice references a PO line number, Coupa takes the accounting information associated with the line and adds it to the invoice.

Nothing. The invoice is your customer's queue and you'll be paid based on the payment terms you set with your customer.

Create a new invoice to replace the one that was rejected.

For questions regarding payment information, contact your customer directly. Some payment details might be on the invoice document in Coupa, but not all customers update this information. Also, in your notification settings you can choose to receive payment notifications via email or short text message (SMS).

Yes, if a customer deleted an invoice number, you can reuse it.

1. Log in to the CSP

2. Select the Orders tab on the main menu.

3. Choose the PO you’d like to create a credit for.

4. Select the red coins in the corresponding row.

5. You'll create a negative invoice with either a negative quantity or a negative amount.

6. Depending on weather you have a PO or not:

   1. If you don't have a PO and your customer has given you permission to create invoices without a backing document, select the Invoices tab on the main menu.

      Select on the Create Blank Invoice button above the Invoices table.

   2. If you don't have a PO and your customer has given you permission to create invoices with a backing document, click on the Invoices tab on the main menu.

      Click on the Create Invoice from Contract button above the Invoices table.

For invoice image scans, attachments must be of the following types: PNG, GIF, JPG, JPEG, PJPEG, TIFF, or PDF.

One attachment can be up to 100 MB, but for performance reasons, consider limiting the attachment size to 16 MB or so.

1. You need to add GB or ABN in front of the VAT number for British or Australian suppliers/invoices. On the main menu, select the Admin tab to add a legal entity with the correct VAT ID under Legal Entity Setup.

It means your invoiced amount differs from the PO by more than your customer allows without manual approval. If an invoice has been on hold for awhile, ask your customer to review it.

This status shows that the customer is in the process of receiving the goods/services into their system. Once the customer enters the receipt, the invoice is matched against it.

You can export the rows to a CSV file, an Excel document, or bulk export legal invoices in a compressed (.zip) file.

By default, the maximum number of rows that you can export is 200,000. If you try to export a larger table, you receive an error message stating that only 200,000 rows are exported.

When you export a table with less than 500 rows, the file downloads to your computer immediately. When a table has more than 500 rows, you receive the exported file zipped in an email.

1. Something is wrong on the customer's end. Ask your customer to check their Coupa instance to see if there is any custom mandate field which can't be viewed on your side or if the billing account is active. Your customer can open a ticket with Coupa support if they can't solve the problem.

Invoices in the CSP are available for you to download as long as you are connected to the corresponding customer through the CSP. You can also develop an internal process for downloading and storing these invoices in a separate electronic archive of your choice.

When your customer uses compliant invoicing for Mexico, you see a new option under Invoices > Payment Receipts.

Select a receipt in Upload CFDI file, to upload the XML file for validation review.

On the Payments Receipts table, the full Receipt #Number is displayed and selecting a receipt link downloads the file. To view the invoice to ensure the CFDI file has been uploaded, select any invoice and use the Payment Receipt # section to view all verified CFDI files by selecting the links.