#CREATE QUICK INVOICE PDF#

How do I add shipping charges to an invoice? If the invoice is not there, it's not in the system. They need to be edited and then submitted. For the desired customer, look for invoices that are still listed as drafts. On the main menu, click on the Invoices tab. If you still have problems, contact do I know if an invoice has been registered? They need to set up a specific email address where you can send the PDF.Ĭheck if you are using the supported protocols: TLS 1.1 or TLS 1.2. Check with your customer if this option works for them.

#CREATE QUICK INVOICE PDF#

However, your customer might have to manually enter the PDF invoice information into Coupa, which may cause a delay in payment. Email the PDF directly to your customer.You don't need to contact your customer to do this, and it only takes a moment. Log in to the CSP to create an invoice and attach the PDF.You can upload your PDF invoices in the following ways: Yes, if a customer deleted an invoice number, you can reuse it.Ĭan I submit PDF invoices created from my system instead of using online invoicing? Supplier Actionable Notifications (SAN), where you act on an email without logging in to the CSP.ĬXML, where you can automate the process of sending an invoice file using Coupa's standard cXML format.ĪPI, where you can automate the process of sending an invoice file using Coupa's API.Įxcel spreadsheet, emailed by your customer, which you fill out and send back to them.Ĭan I reuse an invoice number once my customer has deleted it on their end? The CSP, where you sign in to manually flip a PO to create an invoice. You should talk to your customer about which of the following methods they want to use: What options are available for me to submit invoices to my customers?

Contact them to get set up with an invoicing method. Your account needs to be configured to handle invoices through your customer's Coupa instance. 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. Click on the Create Blank Invoice button above the Invoices table. For more information, see Create or Edit an Invoice. If you are connected to more than one Coupa customer, select their name from the Select Customer dropdown menu. To create a non-PO backed invoice, click on the Invoices tab on the main menu.

How do I create an invoice that isn't backed by a purchase order? Click on the Create Invoice from Contract button above the Invoices table.įor more information, see Create or Edit an Invoice. 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 Blank Invoice button above the Invoices table. If you don't have a PO and your customer has given you permission to create invoices without a backing document, click on the Invoices tab on the main menu. For more information, see Coupa Supplier Portal. In the PO table that appears, choose the PO you want to invoice, and then click on the yellow coins to create an invoice. On the main menu, click on the Orders tab.

Create quick invoice