Invoicing is an optional part of Coupa, so not all of your Coupa-based customers handle invoicing through Coupa. For customers who handle invoicing through Coupa, we offer several ways of receiving invoices for suppliers of all sizes:
Compliance as a Service
If your customer wants to use Coupa invoicing with Compliance as a Service, there are additional requirements to create your e-invoices if you use Supplier Actionable Notifications (SAN), the Coupa Supplier Portal, or cXML invoicing channels.
Supplier Actionable Notifications
Flip your incoming PO's into invoices right from the PO email. This is the easiest way to submit electronic invoices through Coupa. You can also acknowledge and comment on PO's right from the email.
Coupa Supplier Portal
Create invoices directly from purchase orders on the Coupa Supplier Portal for free. This is the most comprehensive way to manage your interactions with Coupa. This method is ideal for suppliers with low to medium volume purchase orders and invoices, or who want to view all transactions from their customers who use Coupa in one place.
cXML
Tighter integration with Coupa allows you to send cXML invoices directly to Coupa. If you use cXML for purchase orders, this is a natural choice. This is suitable for suppliers with a high volume of purchase orders, or who automate their invoicing.
Email/PDF
Sending PDF copies of invoices through email are for suppliers who lack the volume or resources to justify implementing an automated solution. However, this method may not be allowed by all companies, so check with your customers prior to sending.
Attachments
Supplier Actionable Notification as PO Emails
View and manage Supplier Actionable Notification SAN for PO Email.
Work with existing invoices or create new invoices without a backing PO.
Find answers to questions about invoicing with the CSP.
View and edit invoices that you sent to your customers.
View individual invoice lines by going to Invoices > Invoice Lines.
Coupa supports cXML InvoiceDetailRequest and InvoiceResponse documents.
Send invoices to your customers through Supplier Actionable Notifications, the Coupa Supplier Portal, cXML, or email/PDF.
- Table Of Contents
-
For Customers
- Supplier Enablement Strategy
- Supplier Enablement Toolkit
- Understanding Open Buy for Customers
-
Supplier Enablement FAQ
- Can I add a link to the punchout site on a webform?
- Can I use an existing SIM form name for a new form?
- Does the PO confirmation lookup valid substitute items?
- How are receipts created for substitute items?
- How does pricing work for substitutions and are substitution prices required to be the same?
- How do I get a copy of the Coupa digital certificate?
- How do users log into the punchout site?
- How do webforms for a punchout get converted into a req?
- Integration Contacts and What Customers Need to Know
- Is there a timeline and process for the creation, transmission, and approval creation of account master data?
- What characters do I need to escape in XML documents?
- What happens if the pack size is different on a substitution?
- What is the minimum requirement for a supplier to do a punchout in Coupa?
- What is the minimum requirement for a supplier to receive orders via cXML from Coupa?
- What is the minimum requirement for a supplier to send invoices to Coupa via cXML?
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For Suppliers
- Core Supplier Onboarding
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Getting Started with the Coupa Supplier Portal
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Set Up the CSP
- Account Merges and Customer Connections
-
Financial Setup
- Add Fiscal Representatives
- How do Early Pay Discounts (EPD) work?
- Set Early Payment Discounts Preferences: Before Invoice Approval
- Set Early Payment Discounts Preferences: After Invoice Approval
- Set Up Legal Entities
- Additional CaaS Information for Korean suppliers
- Supplier Remit-to Account Validations
- View and Manage Remit-to Information
- SFTP and cXML
- Users
-
Purchase Orders
- About Purchase Orders
- Coupa Supplier Portal
- cXML Purchase Orders
- Sample cXML Purchase Order with Annotations
- Email-Based HTML
- Confirm Supply Chain Collaboration Orders with CSV
- Configure the PO Delivery Method
- Edit a PO
- Orders FAQ
- View and Manage POs
- View PO Lines
- Supply Chain Collaboration for Suppliers
- Service Time Sheets
- ASN
- Invoices
- Catalogs
- Payments
- Business Performance
- Sourcing
- Diversity Reports
- Contract Collaboration
- CSP Videos
-
Set Up the CSP
- Coupa Contingent Workforce
-
Supplier Integration Resources
-
Work with Compliant Invoicing
- Adding Extrinsics to Your Invoice
- Add an Encoded Attachment to a cXML Invoice
- Add Tax Exemption Details to an Invoice
- Agreeing to Terms of Use
- Avoiding Bill-To Address Errors
- Compliance as a Service
- Global Compliant cXML Invoicing - UK
- Providing Amounts in Local Currency
- Selecting Your Remit-To Address
- South Africa Compliance Sample cXML
- Using Compliance in Coupa
-
cXML Examples
-
Standard Invoice Examples
- Sample cXML Credit Memo
- Sample cXML Credit Memo Backed by a PO
- Sample cXML for submitting a correction invoice with a link to a disputed invoice
- Sample cXML Invoices with Taxes (PO-backed)
- Sample cXML Invoice Backed by Contract
- Sample cXML Invoice Backed by Multiple POs
- Sample cXML Invoice with Billing Account Distributions
- Sample cXML Invoice with Both Backed and Unbacked Lines
- Sample cXML Invoice with Custom Fields (Extrinsic)
- Sample cXML Invoice with MatchReference Key for 3-Way-Direct Invoice Line to Receipt Matching
- Sample cXML Invoice with Payment Terms
- Sample cXML Service Type Invoice
- Sample cXML Unbacked Invoice
- Sample for Resolving Disputes via Credit Notes
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Compliant Invoice Examples
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Austria
- AT Simple Backed Invoice (Quantity Based)
- AT Simple Unbacked Invoice (Contract Based)
- AT Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- AT Simple Credit Note for Backed Invoice
- AT Simple Credit Note for Unbacked Invoice
- AT Invoice with Payment Term
- AT Invoice with Multiple Lines and PO References
- AT Invoice with Header Taxation
- AT Invoice with Line Level Taxation
- AT Invoice with Discount
- AT Invoice with Header Charges (Shipping, Handling, Misc)
- AT Invoice With Custom Fields (Extrinsic)
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Australia
- AU Simple Backed Invoice (Quantity Based)
- AU Simple Unbacked Invoice (Contract Based)
- AU Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- AU Simple Credit Note for Backed Invoice
- AU Simple Credit Note for Unbacked Invoice
- AU Invoice with Payment Term
- AU Invoice with Multiple Lines and PO References
- AU Invoice with Line Level Taxation
- AU Invoice with Discount
- AU Invoice with Header Charges (Shipping, Handling, Misc)
- AU Invoice With Custom Fields (Extrinsic)
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Belgium
- BE Simple Backed Invoice (Quantity Based)
- BE Simple Unbacked Invoice (Contract Based)
- BE Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- BE Invoice with Payment Term
- BE Invoice with Multiple Lines and PO References
- BE Invoice with Header Taxation
- BE Invoice with Line Level Taxation
- BE Invoice with Discount
- BE Invoice with Header Charges (Shipping, Handling, Misc)
- BE Invoice With Custom Fields (Extrinsic)
- BE Invoice with Line Level Taxation - VAT Exempt
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Canada
- CA Simple Backed Invoice (Quantity Based)
- CA Simple Unbacked Invoice (Contract Based)
- CA Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- CA Simple Credit Note for Backed Invoice
- CA Simple Credit Note for Unbacked Invoice
- CA Invoice with Payment Term
- CA Invoice with Multiple Lines and PO References
- CA Invoice with Line Level Taxation
- CA Invoice with Discount
- CA Invoice with Header Charges (Shipping, Handling, Misc)
- CA Invoice With Custom Fields (Extrinsic)
- Czech Republic
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Denmark
- DE Simple Backed Invoice (Quantity Based)
- DE Simple Unbacked Invoice (Contract Based)
- DE Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- DE Simple Credit Note for Backed Invoice
- DE Simple Credit Note for Unbacked Invoice
- DE Invoice with Payment Term
- DE Invoice with Multiple Lines and PO References
- DE Invoice with Header Taxation
- DE Invoice with Line Level Taxation
- DE Invoice with Discount
- DE Invoice with Header Charges (Shipping, Handling, Misc)
- DE Invoice With Custom Fields (Extrinsic)
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Finland
- Simple Backed Invoice (Quantity Based)
- Simple Unbacked Invoice (Contract Based)
- Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- Simple Credit Note for Backed Invoice
- Simple Credit Note for Unbacked Invoice
- Invoice with Payment Term
- Invoice with Multiple Lines and PO References
- Invoice with Line Level Taxation
- Invoice with Header Charges (Shipping, Handling, Misc)
- Invoice with Discount
- Invoice With Custom Fields (Extrinsic)
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France
- Simple Backed Invoice (Quantity Based)
- Simple Unbacked Invoice (Contract Based)
- Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- Simple Credit Note for Backed Invoice
- Simple Credit Note for Unbacked Invoice
- Invoice with Payment Term
- Invoice with Multiple Lines and PO References
- Invoice with Line Level Taxation
- Invoice with Header Charges (Shipping, Handling, Misc)
- Invoice with Discount
- Invoice With Custom Fields (Extrinsic)
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Germany
- Simple Backed Invoice (Quantity Based)
- Simple Unbacked Invoice (Contract Based)
- Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- Simple Credit Note for Backed Invoice
- Simple Credit Note for Unbacked Invoice
- Invoice with Payment Term
- Invoice with Multiple Lines and PO References
- Invoice with Line Level Taxation
- Invoice with Discount
- Invoice with Header Charges (Shipping, Handling, Misc)
- Invoice With Custom Fields (Extrinsic)
-
Ireland
- IE Simple Backed Invoice (Quantity Based)
- IE Simple Unbacked Invoice (Contract Based)
- IE Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- IE Simple Credit Note for Backed Invoice
- IE Simple Credit Note for Unbacked Invoice
- IE Invoice with Payment Term
- IE Invoice with Multiple Lines and PO References
- IE Invoice with Line Level Taxation
- IE Invoice with Discount
- IE Invoice With Custom Fields (Extrinsic)
- IE Invoice With Line Level Custom Fields (Extrinsic)
- IE Invoice with Line Level Taxation - VAT Exempt
- Italy
- Japan
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Norway
- Simple Backed Invoice (Quantity Based)
- Simple Unbacked Invoice (Contract Based)
- Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- Simple Credit Note for Backed Invoice
- Simple Credit Note for Unbacked Invoice
- Invoice with Payment Term
- Invoice with Multiple Lines and PO References
- Invoice with Header Taxation
- Invoice with Line Level Taxation
- Invoice with Discount
- Invoice with Header Charges (Shipping, Handling, Misc)
- Invoice With Custom Fields (Extrinsic)
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Malaysia
- MY Simple Backed Invoice (Quantity Based)
- MY Simple Unbacked Invoice (Contract Based)
- MY Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- MY Simple Credit Note for Backed Invoice
- MY Simple Credit Note for Unbacked Invoice
- MY Invoice with Payment Term
- MY Invoice with Multiple Lines and PO References
- MY Invoice with Line Level Taxation
- MY Invoice with Discount
- MY Invoice with Header Charges (Shipping, Handling, Misc)
- MY Invoice With Custom Fields (Extrinsic)
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Poland
- PL Simple Backed Invoice (Quantity Based)
- PL Simple Unbacked Invoice (Contract Based)
- PL Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- PL Simple Credit Note for Backed Invoice
- PL Simple Credit Note for Unbacked Invoice
- PL Invoice with Payment Term
- PL Invoice with Multiple Lines and PO References
- PL Invoice with Line Level Taxation
- PL Invoice with Discount
- PL Invoice with Header Charges (Shipping, Handling, Misc)
- PL Invoice With Custom Fields (Extrinsic)
- PL Invoice with Line Level Taxation - VAT Exempt
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Netherlands
- NL Simple Backed Invoice (Quantity Based)
- NL Simple Unbacked Invoice (Contract Based)
- NL Simple Credit Note for Backed Invoice
- NL Simple Credit Note for Unbacked Invoice
- NL Invoice with Payment Term
- NL Invoice with Line Level Taxation
- NL Invoice with Discount
- NL Invoice with Header Charges (Shipping, Handling, Misc)
- NL Invoice With Custom Fields (Extrinsic)
-
Singapore
- SG Simple Backed Invoice (Quantity Based)
- SG Simple Unbacked Invoice (Contract Based)
- SG Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- SG Simple Credit Note for Backed Invoice
- SG Simple Credit Note for Unbacked Invoice
- SG Invoice with Payment Term
- SG Invoice with Multiple Lines and PO References
- SG Invoice with Line Level Taxation
- SG Invoice with Discount
- SG Invoice with Header Charges (Shipping, Handling, Misc)
- SG Invoice With Custom Fields (Extrinsic)
- SG Invoice with Line Level Taxation - VAT Exempt
- Slovakia
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South Africa
- SA Simple Backed Invoice (Quantity Based)
- SA Simple Unbacked Invoice (Contract Based)
- SA Simple Credit Note for Backed Invoice
- SA Simple Credit Note for Unbacked Invoice
- SA Invoice with Payment Term
- SA Invoice with Multiple Lines and PO References
- SA Invoice with Line Level Taxation
- SA Invoice with Discount
- SA Invoice With Custom Fields (Extrinsic)
- SA Invoice With Line Level Custom Fields (Extrinsic)
- SA Invoice with Line Level Taxation - VAT Exempt
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Switzerland
- CH Simple Backed Invoice (Quantity Based)
- CH Simple Unbacked Invoice (Contract Based)
- CH Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- CH Simple Credit Note for Backed Invoice
- CH Simple Credit Note for Unbacked Invoice
- CH Invoice with Payment Term
- CH Invoice with Multiple Lines and PO References
- CH Invoice with Header Taxation
- CH Invoice with Line Level Taxation
- CH Invoice with Discount
- CH Invoice with Header Charges (Shipping, Handling, Misc)
- CH Invoice With Custom Fields (Extrinsic)
- CH Invoice with Line Level Taxation - VAT Exempt
- Spain
-
Sweden
- Simple Backed Invoice (Quantity Based)
- Simple Unbacked Invoice (Contract Based)
- Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- Simple Credit Note for Backed Invoice
- Simple Credit Note for Unbacked Invoice
- Invoice with Payment Term
- Invoice with Multiple Lines and PO References
- Invoice with Header Taxation
- Invoice with Line Level Taxation
- Invoice with Discount
- Invoice with Header Charges (Shipping, Handling, Misc)
- Invoice With Custom Fields (Extrinsic)
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United Kingdom
- GB Simple Backed Invoice (Quantity Based)
- GB Simple Unbacked Invoice (Contract Based)
- GB Simple Backed and Unbacked Lines Service Invoice (Amount Based)
- GB Simple Credit Note for Backed Invoice
- GB Simple Credit Note for Unbacked Invoice
- GB Invoice with Payment Term
- GB Invoice with Multiple Lines and PO References
- GB Invoice with Header Taxation
- GB Invoice with Line Level Taxation
- GB Invoice with Discount
- GB Invoice with Header Charges (Shipping, Handling, Misc)
- GB Invoice With Custom Fields (Extrinsic)
- UK Invoice with Line Level Taxation - VAT Exempt
- United States of America
-
Austria
- cXML ASNs
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cXML Error Handling
- Blank error message
- Characteristic(s) of the request is unsupported
- Could not parse cXML document
- cXML invoicing not allowed for supplier
- cXML Version of document is not supported
- Handling Common Special Characters in cXML
- Invalid attributes in document
- Invalid attributes in document. Bill To Address on backed doc and Bill To Address parsed from cXML does not match
- Invalid attributes in document. Extra shipping/handling/misc charges are not permitted
- Invalid attributes in document. Validation failed: Invoice lines order line must be the same type as invoice line...
- Invalid attributes in document. Validation failed: Payment Term Must be present on invoice Invoice header: Payment Term Must be present on invoice
- Invalid attributes in document. Invoice line XX: Account NA does not exist or is not active
- Invalid credentials
- Invalid credentials. Bad credentials
- Invalid order/document reference
- Invalid order/document reference. Order header XX does not belong to supplier XX
- Invalid order/document reference. Could not find order header XX, order line num XX
- Invoice already used
- Invoice Lines is invalid Invoice header
- Request did not validate successfully with DTD
- Request did not validate successfully with DTD. Error: Element InvoiceDetailOrder content does not follow the DTD
- Request Entity Too Large
- Server could not build invoice
- Server not configured to parse request
- Successful TEST error
- PO Line must be the same type as invoice line
- TLS/SSL Errors during PO Transmission
- Unexpected server error
- Invoice cXML Transmission Error Codes
-
Purchase Orders and Punchouts
- cXML Webform Data
- Error: Incorrect Header Check
- Error connecting to the supplier
- PO failed: 5xx or 4xx error response
- PO failed: Connection to supplier failed: 400 Bad Request
- PO failed: Connection to supplier timed out
- PO failed: No status element in setup response:
- PO failed: No status element in setup response: ok
- PO failed: Setup request failed: 4xx Login name is not available
- PO failed: the connection request failed. undefined method send_via_cxml for XX (connection timeout)
- Send Purchase Orders Using cXML
- Punchout failed: Coupa Login
- Punchout failed: getaddrinfo: Name or service not known
- Punchout failed: No status element in setup response (incorrect file format)
- Punchout failed: No status element in setup response (incorrect URL)
- Punchout failed: Punchout failed to return a cart
- Punchout failed: Setup request failed: 4xx Login name is not available
- Punchout Ordering
- Sample cXML Purchase Order with Annotations
- sslv3 handshake failure
- Connection Failed for Undefined Method send_via_cxml
- Sample Punchout Order Message
- Sample Punchout Setup Request
-
Standard Invoice Examples
- Open Buy API Reference
-
Work with Compliant Invoicing
- Able to Enable: Supplier Enablement