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Invoicing Advanced Design Considerations

The following table highlights key design areas related to designing a customer's invoicing solution.

The articles contained assumes that the reader is familiar with the features and functions. As such, it does not describe how to configure / use a feature. Instead it covers the considerations to take into account when designing a solution, based on the current capabilities of the product.

Interface Details Types Channel Taxes Approvals Exception Handling Matching Payment

Views/
Reporting

Archiving

Buyer-Validated Compliance (Default Presentation)

Custom Fields

PO-Backed

cXML Tax Codes Requester

Disputing /
Dispute Reasons

2-way

Check

Coupa Pay Early Payment

Attachment(s) in Invoice Outbound

Coupa-Validated Compliance
(CaaS)

Requester

Non-PO Backed

SAN

Native Tax Engine

Self Approval

On Hold

3-way

ACH Standard Reports

Trustweaver (Paid add-on)

Override Tax Country (Buyer Presentation)

Remit-To Address

Contract-
Backed

CSP

Third-Party Tax Engine

Managerial Hierarchy

Rejecting

3-way-direct

Wire Transfer

Accrual Reporting

Data Storage & Retention

Countries In-Scope

Payment Terms

 

Invoice Smash

Tax Code Rules

Approval Chains

Voiding

Non-PO

Coupa Pay Virtual Card

 

Invoice  Archiving
(EU only)

Invoice Presentation Changes

Commodities (Non-PO)

 

Paper / Invoice Inbox

Multiple Tax Lines

Approval Escalation

Credit Note

 

Coupa Pay Digital Invoice Payment

   
 

Category (Goods/Service)

 

Invoice Easy Form

Shipping / Handling / Misc.

Invoice Tolerances

   

Coupa Pay Early Payment

   
 

Shipping / Handling / Misc.

 

Invoice Bulk Loader

             
                     
                     

 

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