Customer Information

When you connect with customers on the Coupa Supplier Portal, some customers may have an onboarding flow that you complete to setup your information with the customer. If you start and stop onboarding, you can resume the onboarding flow by going to Setup > Customer Setup and selecting Finish Setup in your customer's section. You can see your onboarding progress on the Setup > Customer Setup page. If the bar underneath your customer's name is not completely filled in, you have not completed the onboarding process. For more information about connecting with your customers, see View and Manage Connection Requests.

Note:

Some elements of the onboarding flow, such as fields for invoicing setup and bank information for payment, are available only in supported countries. You can provide this data when setting up legal entities after onboarding.

For field descriptions and validation requirements, see Set Up Legal Entities and Account Validation Requirements for Supplier Payment Account.

Depending on your customer's configuration, the CSP can collect the following information:

  1. Confirm invoice-from address: The address you invoice from
  2. Confirm pay-to address (remit-to): The address payments should be sent to
  3. Confirm ship-from location: The address you ship from
  4. Advanced invoicing: Your invoicing codes and cXML or SFTP information, should you use them
  5. Virtual card payments: Your virtual card information, should you accept virtual cards. For more information, see Use Virtual Cards.
  6. Accept bank payment: Your banking information, should you accept bank payments