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.
Start by getting a PO from Coupa via our REST API or flat file integration and processing it in your system.
Next, create an invoice based on the PO you retrieved. Don't include any taxes or header charges just yet.
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
Create another po-backed invoice. This time include header level taxes and custom fields.
5. Create a Backed Invoice with Service Lines
Create an invoice that contains service lines and both line level taxes and header charges.
6. Create an Unbacked Invoice with Multiple Taxes
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
Create an unbacked invoice that contains attachments.
8. Create PO-backed Credit Memo
Create a backed credit memo. Be sure to include information on the original purchase order.
Now that you've loaded many invoices into Coupa, try to void one of them.
10. Retrieve Invoice Status Updates from Coupa
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.