Set Up Legal Entities

A legal entity is a representation of your company and gives your Coupa customers the information they need to do business with you, including addresses, payment methods, and remit-to details. 

View legal entities

1. Go to Setup > Admin > Legal Entity Setup.
2. Select Expand () next to the legal entity you want to see more information about.
   
3. Review your legal entity information. Each legal entity has the following sections: Invoice From, Remit-To Accounts, Locations, Tax IDs and Customers.

   Column	Description
   Invoice From	The Invoice From address you entered during setup.
   Remit-To Accounts	The remit-to accounts associated with the legal entity. Remit-to accounts can be either Address, Bank Account, or Virtual Card.
   Locations	Ship From addresses you entered during setup.
   Tax IDs	The tax IDs associated with the legal entity. If you are located in the US, the CSP validates your tax ID to ensure it is compliant with IRS standards. You see a Valid  icon next to your tax ID when is has been verified. Verification can take some time.
   Customers	The customers that you've shared the legal entity with. Hover over the customers label to see the names of your customers.

Add a legal entity

1. Go to Setup > Admin > Legal Entity Setup and select Add Legal Entity in the top right corner.
2. Enter the official name of your business that is registered with the local government and select the country/region where it is located and select Continue.
3. On the Tell your customers about your organization page, complete the fields. For field descriptions, see Tell your customers about your organization fields.
4. Select Save and Continue.
5. On the Where do you want to receive payment? page, select how you'd like to be paid in the Payment Type selector. 
   

   Payment Type	Description
   Address	You receive physical checks at the address listed. If you selected Use this address for Remit-to in step 3, the address is already entered. If you didn't select this option, enter your remit-to address where you want payment mailed, your remit-to integration code, remit-to contact, and the Coupa customers who can use this remit-to account. For more information, see Tell your customers about your organization fields.
   Bank Account	You receive payment via deposit into your bank account. If you select this option, the bank account sections and fields appear. For more information, see Legal entity bank account fields. Note The available bank account fields and field names depend on the selected country. Banking information is required for compliant invoicing in some countries when indicated. Otherwise, banking information is not required and remains private. For more information about account validations, see Supplier Remit-to Account Validations.
   Virtual Card	You receive payment via a virtual card sent to you through an encrypted email. For more information, see Legal entity virtual card fields.

6. Select Save & Continue.
7. The following screen summarizes your remit-to account details. You can select Add Remit-To to add an additional remit-to address or you can select Manage next to an existing remit-to to edit it. Once you are finished making changes, select Next.
   
8. On the Where do you ship goods from? page, add your ship-from address, remit-to integration code, contact information, and the Coupa customers who can use this remit-to account. For field descriptions, see Tell your customers about your organization fields. 
   

9. Once you are finished making changes, select Done.
10. The Setup Complete page confirms that your legal entity setup is complete and that you can use it on invoices. Select whether you'd like to go to Orders, Invoices, or Return to Admin or select Done to return to the Legal Entities page.

Modify legal entities

1. Go to Setup > Admin > Legal Entity Setup.
2. Next to the legal entity you want to modify, select Actions.
3. You can select Manage Legal Entity, Manage Remit-To Accounts, and Deactivate Legal Entity.

   Option	Description
   Manage Legal Entity	Opens the legal entity setup flow described in the Add a legal entity section. You can manage your addresses, but other information is not editable. Create a new legal entity if you need to modify more information.
   Manage Remit-To Accounts	Opens the Add a new Remit-To account window where you can manage existing remit-to accounts or add new remit-to accounts. For more information, see View and Manage Remit-to Information. Note You can also manage your remit-to information from the Setup > Admin > Remit-To page.
   Deactivate Legal Entity	Deactivates the legal entity so that it can't be used by you or your Coupa customer. Warning This action can't be undone. Check with your customer first to ensure that you don't have any interruption in einvoicing.

Tell your customers about your organization fields

Legal entity bank account fields

Legal entity virtual card fields

Automatic payment processing with Stripe

If you want to process credit cards automatically using Stripe to receive credit card payments deposited into your Stripe connected account, then you can connect Stripe with the legal entity virtual card fields. For more details see: Touchless Credit Card Processing with Stripe. 

Legal entity address fields