Create Invoices

Create an Invoice / Credit Memo

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Via email

To begin creating an invoice, click on the blue 'Create Invoice' button

Note: 'Acknowledge PO' notifies Zscaler that you have accepted the Purchase Order. This step is not required.


Note: You will be asked to register and create a Remit-To address, if you have not already.

coupa create invoice via email
Via the Coupa Supplier Portal

Go to the Coupa Supplier Portal (CSP) and log in

Click on the Orders tab to view Purchase Orders (PO).


Find the PO you need to invoice against and click on the stack of gold coins to the right OR click into the PO and select 'Create Invoice'.

 

The Create Invoice page will appear.

coupa create invoice via supplier portal
General Info and Form Fields

Fill out the General Info and Form fields

All fields marked with the red* are required. It is preferred if you attach your system invoice.


Notes:

  • The Invoice number in Coupa must be unique and match the invoice number from your system invoice.
  • If the Invoice From Address, Remit-To Address, or Ship From Address do not appear, click the magnifying glass to select the respective addresses. If there is nothing to select, you have not completed the Legal Entity Setup.
  • If there are multiple invoices for a purchase order, they must be submitted separately.
coupa create invoice general info
Edit Purchase Order Lines

Edit Purchase Order lines

If you need to delete a purchase order line or you are invoicing against a purchase order with multiple lines, please click on the red 'X' next to the line you are not using (next to the line total amount).


Example: A purchase order was created for servers and switches. When invoicing for the servers only, you will need to delete the line item for the switches to submit the invoice correctly.

coupa create invoice edit purchase order
Adding Tax, Shipping, and Handling

Fill out Adding Tax, Shipping, and Handling

All fields marked with the red* are required.

Next you will adjust the PRICE to reflect the desired billing amount, which may include tax, shipping, handling, and other miscellaneous charges.

 

Notes:

  • For tax amounts, you may select the applicable tax code (only available for certain tax jurisdictions).
  • Tax amounts may also be entered manually based on the percentage or dollar value.
coupa create invoice shipping handling
Credit Memos

Go to the Invoices Tab and click on the 'Create Credit Note' button

A screen will appear giving the option to “Resolve issue for invoice number” with a dropdown of all applicable invoices.


Once you have selected the invoice to apply the credit note to, you will need to select if the credit memo is for the full amount or partial amount of the invoice.

 

Coupa will redirect you to the Credit Notes page where you will need to enter the Credit Note number. If you have a system generated credit note, please attach it in Coupa.
Click 'Submit', confirm the information, then click 'Send Credit Note'.

coupa create invoice credit memos