Summary / TL:DR: This article explains the process of Creating and Submitting an in Invoice in the Supplier Portal in Coupa.
Step by step guide
Navigate to the “Invoices” tab on your home page.
Select “Create Blank Invoice”
When the “Choose Invoicing Details” window pops up, select your company name and save.
Fill in all required information (marked with a red asterisk). You are not required to attach a separate document with your invoice, but do so “Image Scan” if you have one. Please fill in the “Requestor” information (your point of contact, or the person requesting your services) as well, even though it is not marked as required.
Select “Quantity” or “Amount” and then fill in the description, quantity/amount number, and price. If your invoice has multiple line items, select “add line” and repeat. After populating this information, select “Calculate” to see the grand total. If all of the information is correct, select “Submit”.
After you’ve submitted your invoice, you will be able to see a record of it on the main “Invoices” tab.
Wrap up
After reading this article you should understand how to create and submit an invoice in the Supplier Portal in Coupa.
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