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Coupa Success Portal

Create or Edit an Invoice

From the Invoices page, you can:

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Buttons are active only for the actions that you can do. For example, if your customer didn't enable you to create invoices without a backing document, the Create Blank Invoice button is inactive.

The Info icon with the tooltip next to the Create Invoices header advises you what to do if you can't create an invoice as expected.

When creating an invoice from a contract, you must first select the contract from the drop-down list.

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To edit a draft invoice, do one of the following:

  • Click on the Edit (Edit.png) icon for the invoice in the Invoices table.

  • Click on the Invoice # link to open the invoice and click on the Edit button.

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Fill in at least the mandatory fields (marked with a red asterisk). You can create or choose an invoice from, a remit-to, and/or a ship from address by clicking on the corresponding Search (magnifying glass) icon in the From section. You are guided through creating your legal entity. For more information, see Set up E-Invoicing.

You can also attach files to an invoice using Image Scan. One attachment can be up to 100 MB, but for performance reasons, consider limiting the attachment size to 16 MB or so. Image attachments on invoices must be of the following types: PNG, GIF, JPG, JPEG, PJPEG, TIFF, or PDF.

When adding lines, you cannot pick lines from a PO.

In the Subtotal section, you can enter values and select tax rates for shipping, handling, and miscellaneous costs.

Applicable tax rates are determined by the tax code on the invoice. The tax rate is a government-regulated rate to be paid to the tax authorities as part of the sale and it is shown as a percentage. It applies to all commodities sold in a specified geographical area.

Clicking Calculate will give you the gross total amount considering the tax values.

You can add invoice lines to your invoice by clicking on the Add Line link or the Add (add_icon.png) icon next to it.

Selecting the Line Level Taxation checkbox, allows you to enter tax information for each invoice line.

Submit the invoice or save it as a draft to submit it later. You can also add comments for your customer.

When you try to submit an invoice that does not meet your customer's requirements, depending on your customer's settings, you might get the following warning message: "This invoice has the following warning(s):", followed by details on what to correct.

Before submitting the invoice, you can cancel or delete it. You can delete only draft invoices.

If you want to make changes to the invoice after submitting it, you have to contact your customer.

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