View and Manage Invoices

Click on the Invoices tab on the main menu. The Invoices page appears.

From the Select Customer drop-down list in the top right corner, select the customer whose invoices you want to see. 

The Invoices table shows the following information for all the invoices you sent to the selected customer.

Column	Description
Invoice #	Invoice number generated by Coupa. Click on it to view the invoice.
Created Date	Date when the invoice was created.
Status	Current status of the invoice. For more information, see the invoice status list below.
PO #	PO number generated by Coupa for the order on which the invoice is based. Click on it to view the PO.
Total	Total amount of the invoice. If your customers use country compliant invoicing and enabled the relevant field setting, on legal invoices (PDFs) you can also see the Totals with Early Payment Discount section with discounted totals.
Unanswered Comments	Your comments on the invoice for your customer. Also, your customer's comments that you need to respond to. You can see all your customer's comments or add your comments for the customer when you open the invoice.
Dispute Reason	Your customer's reason for disputing the invoice.
Actions	Click on the Edit () or Delete () icon to edit or delete an invoice. You can edit or delete only draft invoices.

 Invoices can have the following statuses:

Above the table you can have instructions from the customer specifying, for example, policies or best practices.

You can filter the table by columns, use the search bar to filter with a search term, or click on the View drop-down list to perform advanced filtering. For more information, see Create Custom Views.

You can export the invoices table in CSV or Excel format.

If your customers use country compliant invoicing, you can also bulk export all the legal invoice attachments (usually PDFs) in a compressed (.zip) file by selecting the Legal Invoice (zip) option from the Export to dropdown.

A green message bar informs you that "The data you requested will be emailed to you shortly."

There is no limitation on the number of invoices or file size when exporting legal invoices. For more information, see What does the Export to button do? in CSP FAQ / Invoices. 

Online and email notifications are on by default, so if you have not turned off your online notification for Legal Invoice Export Ready, you also get a notification in the CSP. For more information, see View and Manage Notifications.

When you click on the Download Legal Invoices button in the email or on the notification in the CSP, the compressed file is downloaded to your device.

Disputed invoices

Invoices with disputed status are invoices with information that your customer does not agree to, needs clarification on, or finds incorrect.

When the status of an invoice changes to "Disputed", you receive an email notification with the invoice number, the date of the dispute, the reason for the dispute, and optionally any additional comments. Your customer can leave comments on the invoice while it is in "Disputed" status.

In the Invoices table, click on the invoice number or on the Resolve button in the Actions column for the disputed invoice that you want to resolve. 

To resolve a dispute, click on the relevant button at the bottom of the invoice. Depending on the type of invoice, you have the following options:

Standard e-invoice

• Void

  If an invoice was issued in duplicate or has already been paid for through an earlier invoice, void it.

• Correct Invoice

  If an invoice has some incorrect information, correct it. When submitting a corrected invoice, you can use the same invoice number.

Country compliant e-invoice

• Cancel Invoice

  If an invoice was issued in duplicate, create a credit note to cancel it.

  If an invoice has some incorrect information (other than price or quantity), for example, incorrect tax rate or item description, create a credit note to cancel it and issue a new corrected invoice. The original invoice remains in disputed status and the corrected invoice is submitted for approval.

  Warning

  The corrected invoice must have a new number.

• Adjust

  If the price and/or the quantity for invoice lines(s) is incorrect on an invoice, issue an adjustment credit note (partial credit) to correct it. You can adjust credit line quantity also in case of returned goods or if an invoice has already been paid for.

If your customer disputes an invoice in error, or you choose not to resolve the dispute, your customer can withdraw the invoice from dispute and process it.