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Vendors > Setting up Electronic Invoicing and Payments

Setting up Electronic Invoicing and Payments

How to set-up electronic invoicing and payments through Coupa

Legal Entity Set-Up

  • Click on the “Admin” link at the top of the page
  • Click on the “Legal Entity Setup” link at the left of the page
  • Click on the “Add Legal Entity” button on the upper right side of the page
Legal Entity Set-Up

STEP 1: Where is your Business Located?

Setting Up Your Business Details

Setting up your business details will allow your customers to find you in Coupa. For best results, complete as much information as possible. This will also ensure that you meet Zscaler’s invoicing and payment requirements.

STEP 1: Where is your Business Located?

Step 2A: Tell your customers about your organization

Which customers do you want to see this?

The customers selected will see the information you provide. Please ensure you have Zscaler selected when you fill out this form

What address do you invoice from?

The "Invoice From" information will be included on invoices generated from the Coupa Supplier Portal and is critical for compliance in some countries

Note: If you do not want to use this address for Remit-To then you will uncheck the box and be redirected to another page to create a Remit-To address

Step 2A: Tell your customers about your organization

Step 2B: Enter your Tax ID and Miscellaneous information

Tax ID

This identification number will be determined by the location of your company’s registration

Step 2B: Enter your Tax ID and Miscellaneous information

Step 3A: Where do you want to receive payment?

Payment Type

Three options are available: Address, Bank Account and Virtual Card (Credit Card). Zscaler's preferred payment methods are Bank Account and Virtual Card

Virtual Card

We will send virtual credit card details to the email address provided. This email should be authorized to process credit card information

Bank Account

Input your banking information to allow for electronic payments. The required banking information will vary based on your country

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Step 3B: Enter Bank Address

Bank Address

Enter your bank address as it appears on your statement

Step 3B: Enter Bank Address

Step 3C: Remit-to locations

Review the information about your Remit-to location

  • If everything is correct, click “Next”
  • If you need to edit anything, click “Manage”
Step 3C: Remit-to locations

Step 4: Shipping locations

Shipping Locations

  • Review your ship from address
  • If everything is correct, click “Next”
  • If you need to edit anything, click “Manage”

Once you done with this page, click on Done

Step 4: Shipping locations

Setup Complete

Congratulations!

Setup of legal entity is complete! You many now use this entity on new invoices

Setup Complete