Integration Scenarios

See the various integration scenarios you'll have to run in order to certify your invoicing platform with Coupa.

For a fully functioning integration with Coupa, we've identified several common invoicing scenarios used by Coupa customers. For each scenario, you need to create an invoice in Coupa based on the integration method that you have chosen.

 

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1. Retrieve a PO

29 April 2016

Start by getting a PO from Coupa via our REST API or flat file integration and processing it in your system.

2. Create a Backed Invoice

25 January 2022

Next, create an invoice based on the PO you retrieved. Don't include any taxes or header charges just yet.

3. Create an Unbacked Invoice

28 January 2022

Create an invoice that isn't based on a PO. Don't include any taxes or header charges just yet.

4. Create a Backed Invoice with Custom Fields

24 April 2017

Create another po-backed invoice. This time include header level taxes and custom fields.

5. Create a Backed Invoice with Service Lines

18 May 2016

Create an invoice that contains service lines and both line level taxes and header charges.

6. Create an Unbacked Invoice with Multiple Taxes

20 July 2020

Create an unbacked invoice that contains header info and multiple line-level taxes. Make sure your customer is properly configured to accept mutltiple tax lines.

7. Create an Unbacked Invoice with Attachments

04 May 2016

Create an unbacked invoice that contains attachments.

8. Create PO-backed Credit Memo

04 May 2016

Create a backed credit memo. Be sure to include information on the original purchase order.

9. Void an Invoice

04 May 2016

Now that you've loaded many invoices into Coupa, try to void one of them.

10. Retrieve Invoice Status Updates from Coupa

26 February 2020

Query Coupa for the status of invoices you sent. Your supplier customers will want this into so they have insight into when they'll be paid.