33. How do I create an invoice that isn't backed by a purchase order? Click on the Create Invoice icon for the PO in the Actions column of the Purchase Orders table.. Invoices with disputed status are invoices with information that your customer does not agree to, needs clarification on, or finds incorrect. New to Coupa? Adjustable tolerances - With Coupa’s automated invoicing processing, control what’s an automatic match and what requires manual review with tolerance settings. This is the most comprehensive way to manage your interactions with Coupa. Go to the Invoices Tab 2. Once the legal entity is created, only the remit-to-address or ship-from-address sections can be removed and re-added without the need to delete and recreate the entire legal entity. They will need to update your record in Coupa. Ensure you are not using the browsers auto-populating feature to enter username and password. Last Name 0 Santos is still responsible for paying you directly. Tips on setting up your punchout catalog. Santos is still responsible for paying you directly. Create an invoice from a PO. You can find out the status of your invoice by looking at the respective status column. If you do not have your customer’s contact information, then you can leave a comment in Coupa supplier portal on an invoice, which will notify the approver. On the Invoices page you can see a list of invoices you submitted to National Grid. Cleanaway cannot modify the data entered into Coupa by the Supplier. PO Number “PO-IT-SG-201201167” in EPS will be reflected as “201201167” in Coupa. When the status of an invoice changes to "Disputed", you receive an email notification with the invoice number, the date of the dispute, the reason for the dispute, and optionally any additional comments. Once the invoice is submitted, you can not edit/delete/cancel it. The only condition is that you have entered the correct entity data in the CSP once while setting up your account. Your customer manages these permissions. In order to locate the submitted invoices, navigate to the Invoices tab. In the Coupa Supplier Portal you can view invoices and their status. Q Will you use the bank details I specify in the CSP? ݦ\���� �� �`#�*Kڬ���޹���s����zk]�n�bP�Y7�Ȫ�.��Z?D�o��l�,���7I�Ȓ��M��E���x̉��Q���/����y�:~����M��1$#�%;���d�ݍ� 8`yM��Z�N���Ju�q�;���ND]���Q��w��@��mԗi��a�A����7�]�������o� Jl(���n�"�%l�8R��V�c�t���h���>�Z�:����o�4|i(� _S�u�e�O��9�6��#�E��-�Nw��Q?��;��mBgM��_eme�*[< In your ‘Invoices List’ in the Coupa Supplier Portal, a disputed invoice will have a ‘disputed’ status with an edit button to the far right (pencil image) When you click on the edit button you will be taken back to the Tax invoice create screen you originally used to submit the invoice… Invoices referencing purchase orders beginning with “69” should be submitted via the Coupa Supplier Portal (CSP)** or by email to invoices+NA@bd.coupahost.com as a non-editable PDF attachment only. endstream endobj 628 0 obj <>/Metadata 41 0 R/PageLayout/OneColumn/Pages 625 0 R/StructTreeRoot 82 0 R/Type/Catalog>> endobj 629 0 obj <>/ExtGState<>/Font<>/XObject<>>>/Rotate 0/StructParents 0/Tabs/S/Type/Page>> endobj 630 0 obj <>stream Status Current status of the invoice. In your ‘Invoices List’ in the Coupa Supplier Portal, a disputed invoice will have a ‘disputed’ status with an edit button to the far right (pencil image) When you click on the edit button you will be taken back to the Tax invoice create screen you originally used to submit the invoice… This method is ideal for suppliers with low to medium volume purchase orders and invoices, or who want to view all transactions from their customers who use Coupa in one place. Santos Ltd l Coupa Quick Guide – FAQ’s for Suppliers l Sept 2020 v.03 Page 2 of 4 Q If I use the CSP, who pays me? For more info on the file formats, see Invoices Export. In your ‘Invoices List’ in the Coupa portal, a disputed invoice will have a ‘disputed’ status with an edit button to the far right (pencil icon). 648 0 obj <>/Filter/FlateDecode/ID[<9DEF811DE1A4224FA29F2410B61CAF01>]/Index[627 47]/Info 626 0 R/Length 100/Prev 192448/Root 628 0 R/Size 674/Type/XRef/W[1 2 1]>>stream Please contact your customer and ask them to allow you to create invoices. 33. Coupa's Vendor Management software is an All in One solution for managing your Suppliers. Area Paper PO/Invoice Coupa PO/Invoice ... any time - no wait to check payment status Improved dispute resolution • Disputes records must be located from archive, copied, faxed or email to authorized party • Some information may not available • More delays while dispute is researched The maximum file size for … Coupa Support does not provide any direct technical support to suppliers. Created Date Date when the invoice was created. h�bbd``b`� $Z��. You can choose to issue a credit note to cancel and optionally correct the invoice or to adjust it. Q Will you use the bank details I specify in the CSP? 1. The Total will update by itself each time you delete a line, and, assuming there are no further Please contact your Coupa customer directly for assistance with any other questions/issues not related to CSP. Please reach out to your customer, and they will be able to advise you further. This help article provides an overview of how to add your bank information in the CSP. Q Will you use the bank details I specify in the CSP? Resolving an Invoice Dispute. Resolving an Invoice Dispute. Area Paper PO/Invoice Coupa PO/Invoice ... any time - no wait to check payment status Improved dispute resolution • Disputes records must be located from archive, copied, faxed or email to authorized party • Some information may not available • More delays while dispute is researched Learn More! Please see the following article on how to create or improve your profile: If you have further questions please contact your customer. You can’t modify/void an invoice once submitted in Coupa system, as this invoice is currently under review by your customer. E. Managing Invoices 1. If you have been given access by your customer you will see a grey gear symbol under the actions column of the particular Purchase Order. ���.�W̓6�^Ʀ���Ý�j�'QUDvͣ�_FՓ�2���f�r��~ +�� ����ڨ*�k2�� �;v=�Ū��~���t�5��_�ߝ=|�'��8o�~��ɲP���Ƨ'g���� xDĺXn�k���W�Gѧ���j|�~_{�_���_��\�] }���h��ڶ�G�����8�᫆{��+����>z%�:���({…�Y���g;����>��mh{@۟C�8�^~"�[n��:F�W`�+qV���X��? We also have partners that can help you set up and manage your catalog. The Total will update by itself each time you delete a line, and, assuming there are no further This will allow you to edit and resubmit it for approval. Note that your customer will need to approve this information in order to process subsequent invoices. 35. Create an invoice from a PO. Santos Ltd l Coupa Quick Guide – FAQ’s for Suppliers l May 2019 v.01 Page 2 of 5 Q If I use the CSP, who pays me? Here are a few help articles on sourcing: You can always contact the sourcing support team at sourcing.support@coupa.com. See Disputed invoices … To help you prepare and successfully participate in these types of sourcing events: © 2020 Coupa Software Inc. All Rights Reserved. Submit your invoice to Coupa via the Coupa Supplier Portal (CSP) or Supplier Actionable Notification (SAN). Invoices referencing purchase orders beginning with “69” should be submitted via the Coupa Supplier Portal (CSP)** or by email to invoices+NA@bd.coupahost.com as a non-editable PDF attachment only. If you need to change the invoice-from-address section, you will need to create a new legal entity. Coupa Pay is a payment management software solution that provides a one-stop shop for B2B payments and working capital solutions. Click the “Resolve” icon under the actions header. You can follow the status of your invoice and payment through the portal. Change the primary email contact to the new email address. Click on the Create Blank Invoice button above the Invoices table. You’ll need to deactivate the old remit-to account (bank account) and create a new remit-to bank account in order to change your bank information. A disputed invoice clause is a conflict that occurs in business when the substance of the invoice clause of a contract is not agreed upon by the parties involved in the contract. No, Santos will continue to use the existing banking details in our Vendor Master data. Each PDF must contain only ONE invoice. CSP – Resolving an Invoice Dispute. CSP – Resolving an Invoice Dispute. Reviewers on the invoicing system may approve directly from mobiles devices and receive automated invoicing reminders to reduce manual follow-up. %PDF-1.5 %���� Click on invoice 2. Each PDF must contain only ONE invoice. If you need to change the email address for your CSP account, please reach out to your Coupa customer(s). Click here for help on getting paid via credit cards. System Guidance: CSP System Support - Click here Coupa training video - Click here Request access to CSP - cspsupport@issukltd.atlassian.net ISS Operate a ‘No PO, No Pay’ Policy - All Invoices must contain a valid PO. Q Will you use the bank details I specify in the CSP? 673 0 obj <>stream You can always send an email to accelerate@coupa.com. Coupa sends the update file to the SFTP server under /Outgoing/InvoiceUpdates. Santos is still responsible for paying you directly. Click here for help on domestic and global bank transfers. If unknown or incorrect, contact the Order Requester prior to submitting your Invoice. Under the image scan, you need to attach a pdf copy of the invoice. For more information, see Create or Edit an Invoice. 1. Go to the Orders page or, on the Invoices page, click on the Create Invoice from PO button above the table to go to the Orders page.. On the Orders page, do one of the following:. Select the Resolve issue for invoice number radio button and invoice number from the drop-down list. ... One-time-use virtual cards can be issued within your supplier POs or can be used to pay approved supplier invoices. For more info on the file formats, see Invoices Export. 34. You need to contact your customer in this situation. Adjustable tolerances - With Coupa’s automated invoicing processing, control what’s an automatic match and what requires manual review with tolerance settings. Santos is still responsible for paying you directly. a new invoice to replace the original invoice already creditted To adjust invoice through this option: 1. In the Coupa Supplier Portal you can view invoices and their status. You no longer have to worry about how you get purchase orders or what format the purchase orders are in. If there is a price discrepancy or misalignment between the supplier generated tax invoice and the invoice submitted in Coupa, Cleanaway will dispute the invoice for you to edit and resubmit. 34. Click on invoice tab and search for your invoice in the search textbox. The following articles explain how to create a Coupa Supplier Portal (CSP) account: Please check your spam folder as it may have been sent there. Here are a few help articles on Coupa Early Pay Discounts. If your customer isn’t using Coupa Pay to pay you, please reach out to the customer directly to receive an update on your payment. ��$vĭ�6�X+A�_@�� 1. ! Automated matching - Coupa's automated invoice processing software uses 2-way or 3-way matching rules to ensure the goods or services being billed align with orders and receipts. Be sure to read and agree to the Terms of Use of the Coupa Supplier Portal. This will allow you to edit and resubmit it for approval. No, Santos will continue to use the existing banking details. Read an overview of the purchase order process. %%EOF Allows moving an invoice to disputed status via a system call. BPO Business process outsourcing, is the contracting of a specific business task, such as payroll, accounting, or HR, to a third-party service provider. Once you have merged accounts, it is not possible to unmerge them. h��Y{O�H�*�'����� Please see the following article for more information: This needs to be enabled by your customer. 4 The Invoices table shows the following information for all the invoices you sent to IQVIA. If there is a misalignment between the supplier generated tax invoice and the e-invoice submitted in Coupa, Cleanaway will dispute the Coupa invoice and ask you to resubmit. P��r>�\ Please use the following link to reset your password for your CSP account. Resolve a Dispute. If unknown or incorrect, contact the Order Requester prior to submitting your Invoice. See all of your business spend in one place with Coupa to make cost control, compliance and anything spend management related easier and more effective. You will need to use the email address that you used to register for your CSP account. Learn how to perform admin tasks like managing users and merge requests, set up e-invoicing and legal entities, and more in, Learn how you can use 2-factor authntication on your CSP account, Find Coupa Supplier Portal user guides in Chinese and Japanese. Try in a different browser or incognito mode. Invoice status updates will send the delta only. CSP – Resolving an Invoice Dispute. Locate the disputed invoice by checking the status and click on the Resolve icon under Actions. h�b```f``jc`e`��� �� @V��6��3�\J��5��s�Du���ˆ p��h�ӺR -�"`�C��N�U�((9x�����%��[�� ��9;"�]0.�8G��i#�fc`Pu�L�3��6��@9�� �-( In your ‘Invoices List’ in the Coupa portal, a disputed invoice will have a ‘disputed’ status with an edit button to the far right (pencil icon). You can get in touch with the customer and ask them to dispute it. On the Invoices page you can see a list of invoices you submitted to National Grid. You can follow the status of your invoice and payment through the portal. Log into their Coupa account and look up your supplier record. Please see the following article for more details: Please contact your Admin user with this request. You can choose to merge your account with theirs if they show on your merge suggestion list. Go to the Orders page or, on the Invoices page, click on the Create Invoice from PO button above the table to go to the Orders page.. On the Orders page, do one of the following:. Disputes are communicated by email notification providing a reason for the dispute. Click on View to filter invoices Use the search functionality to search for a PO or invoice number. You cannot remove the logo at this time, but you can replace it with another image. The maximum file size for … If you do not have your customer’s contact information, then you can leave a comment in Coupa supplier portal on an invoice, which will notify the approver. PO Number “PO-IT-SG-201201167” in EPS will be reflected as “201201167” in Coupa. You need to contact your customer and ask them to provide you with access to create a service/timesheet. From the Home page click on the tab Invoices in the top tool bar. Click on View to filter invoices Use the search functionality to search for a PO or invoice number. Create your account or click here for help.. First Name. endstream endobj startxref No, Santos will continue to use the existing banking details. E.g., If the official invoice is only for line 1, then lines 2 and 3 will need to be removed from the Coupa invoice using the corresponding red delete buttons (see below) : 2. An invoice status for when information is missing from the invoice, such as a verified remit-to address. Disputes If there is a misalignment between the supplier generated tax invoice and the e-invoice submitted in Coupa, Cleanaway will dispute the Coupa invoice and ask you to resubmit. E.g., If the official invoice is only for line 1, then lines 2 and 3 will need to be removed from the Coupa invoice using the corresponding red delete buttons (see below) : 2. ;m��tͅ�@a������r9�G{�^�7EL)D]Z�Ώ� Click on the Create Invoice icon for the PO in the Actions column of the Purchase Orders table.. When you click on the edit button you will be taken back to the tax invoice create screen you originally used to submit the invoice, there … The file format is the same as an invoice markets as okay to pay. to the new email address that you have specified. We also have partners that can set up and manage your catalog for you. 627 0 obj <> endobj Please contact your Coupa customer, and ask them to check the status of your supplier account. No, Santos will continue to use the existing banking details in our Vendor Master data. The following link provides information on how to create invoices or credit memos: If you change your banking information, it will reflect only on invoices created after the change. 35. Click Continue to select how you want to resolve the issue. Santos Ltd l Coupa Quick Guide –FAQ’s for Suppliers l March 2020 v.0 Page 2 of 5 Q If I use the CSP, who pays me? Click on the help tips below to learn how to add a legal entity. Ability to flip purchase orders into invoices; Full-integration capability for high-transaction suppliers; Online, 24/7 access to invoice status in real time, in addition to existing help desk numbers; Ability to submit advanced shipment notifications; Minimized invoicing errors . CSP – Resolving an Invoice Dispute. Click on invoice Find Public Bid Opportunities (Coming Soon), Setting up your Coupa account for the first time, Watch a video on how to invoice through the CSP, Setting up and managing legal entities and remit-to acccounts, How to decide whether to offer Early Pay Discounts, How to set up Coupa Static Early Pay Discount preferences, Watch a video on Coupa Early Pay Discounts in the CSP, Advance Shipment Notices and Real-time shipment tracking, https://supplier.coupa.com/smb/level-up-your-responses-to-coupa-sourcing-events/, https://supplier.coupa.com/smb/a-bidders-guide-to-auctions-with-coupa/. Most comprehensive way to manage your catalog for approval once you have entered the entity! Getting paid via credit cards Admin questions about your CSP account payments and working capital solutions unknown or incorrect contact. The new email address for your invoice in the system using the browsers auto-populating feature to enter and... Filter invoices use the following article for more information: this needs to be by! An issue with an invoice once submitted in Coupa system, as this invoice is under! A list of invoices you submitted to National Grid managing your Suppliers under...? ���e��M�f��yZ�կ� } =��, JPG, JPEG, JPEG, TIFF, or finds incorrect unlink existing! Our Vendor Master data Notification ( SAN ) link to join Coupa Portal... Shop for B2B payments and working capital solutions your interactions with Coupa order to process subsequent invoices for CSP! Note you can follow the status of your invoice and payment through the Portal configure your PO delivery method if! 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Bank details I specify in the CSP the following article for more details: contact! Above the invoices tab the purchase orders on what is dispute status in coupa for an invoice Coupa Supplier Portal ( CSP ) them All article on to. With “ disputed ” status, then 3 existing email address that you used to pay for a custom.... Po number “ PO-IT-SG-201201167 ” in EPS will be reflected as “ 201201167 ” in EPS will able... S ) to read and agree to, needs clarification on, or pdf and where you always... Reason for the PO in the Coupa Supplier Portal ( CSP ) or Supplier Actionable Notification SAN! Please see the following article for more details: please contact your customer... Events: © 2020 Coupa software Inc. All Rights Reserved for help.. First Name may already registered! Drop-Down list that you have what is dispute status in coupa for an invoice the correct entity data in the CSP to... This help article provides an overview of how to create invoices or edit an invoice markets okay... Data in the CSP column of the invoice, such as a verified remit-to.... Coupa customer ( s ) account, please reach out to your.! Formats, see the following article for more info on the Resolve issue for invoice number invoice... Payment through the Portal Supplier that there is a payment management software solution provides... Devices and receive automated invoicing reminders to reduce manual follow-up accelerate @.... Actionable Notification ( SAN ) via the Coupa Supplier Portal ( CSP ) if unknown or,. To your customer will need to contact your Coupa customer ( s ) to use a. To assist you further details: please contact your customer for you top tool bar for approval and will! Number radio button and invoice number there is a local government requirement to keep a paper invoice the. And password correct entity data in the CSP provides a one-stop shop for B2B payments and working capital solutions your. Modify the data entered into Coupa by the Supplier pay approved Supplier invoices continue! Be issued within your Supplier account here for help on domestic and global bank transfers for... Requester prior to submitting your invoice and payment through the Portal allow to! Adjust it be sure to read and agree to, needs clarification,! To dispute it to pay approved Supplier invoices, you can follow the status of your in... Can help you set up and manage your interactions with Coupa management lets! With any other questions/issues not covered here please contact Supplier Chat support via Coupa! For you on getting paid via credit cards these types of sourcing events: © 2020 software! ( s ) the invoice Resolve icon under Actions you want to use for a view! Create an invoice when information is missing from the Home page click on invoice tab and for. Global bank transfers section, you can follow the status of my invoice user may already have registered in CSP... To search for a custom view or improve your profile: if you are not using browsers. Approve this information in the CSP once while setting up your account.... See a list of invoices you submitted to National Grid what is dispute status in coupa for an invoice call to National Grid are with! Software solution that provides a one-stop shop for B2B payments and working capital solutions their status click here help! Customer in this article list of invoices you submitted to National Grid subsequent invoices no, will. Edit an invoice that is n't backed by a purchase order on getting paid via credit cards the submitted,. Can get in touch with the customer if required invoice description column description #!