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Coupa Success Portal

Viewing and Managing Invoices

If you use Coupa’s invoice compliance, see Compliance as a Service for more info.

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. 

When you visit the page again, it shows you the invoices for the customer you selected last time.

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. See the invoice status list below for more info.
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.
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.

Actions Click on the Edit (Edit.png) icon to edit an invoice. You can edit only draft invoices.

 Invoices can have the following statuses:

Status Description
Approved The invoice has been accepted for payment by your customer.
Disputed

The invoice has been disputed. Your customer can give a reason for the dispute and leave additional comments for you while the invoice is in disputed status.

To resolve the dispute, you need to review and correct the mistakes in the invoice and resubmit it.

For compliant invoicing reasons, in some countries the corrected invoice might have a new number.

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

Draft

The invoice has been created, but it hasn't been submitted to your customer yet.

Pending Approval

The invoice is currently with a business approver.

The Review Reason column on the invoice line for each invoice indicates the reason for the invoice pending approval, for example, missing PO, 

 

Processing The invoice is being processed by the AP department and should be paid soon.
Voided There's something wrong with the invoice. Contact your customer to get the invoice back on track.

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

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

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. See Creating Custom Views for more info.

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