4. Create a Backed Invoice with Custom Fields

Task

Now that you've created simple backed and unbacked invoices, it's time to get a bit more complicated. For the purchase order you retrieved in Scenario 1, create an invoice that includes header custom fields, but don't worry about adding multiple lines.

Using the API

Use the API to post this sample cXML invoice to Coupa: cXML Invoice not PO Backed (with Header Custom Field).

Using Flat File

Use the background loader to deliver this this sample file to Coupa: 04-invoice_incoming-single-line-header-tax-and-custom-field.csv.

Testing

Create a PO-backed invoice with header tax and custom fields. Make sure your cXML invoice file passes Coupa validations by ensuring the following:

• Line 2 references InvoiceDetail.dtd
• Header credentials match the set up in Coupa
• DocumentReference payloadID is a valid Coupa PO
• lineNumber matches the Coupa PO line
• UnitOfMeasure matches the Coupa PO line

Open the Invoice in Coupa and ensure all fields including header level tax and custom fields data appear as expected.