How to set up e-invoicing

When you first view orders, you will be prompted to set-up E-Invoicing. You can click on the “finish E-Invoicing Setup” or go into your Admin Tab. You will be redirected to this page. Next you will fill out the required information.

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Step 1:

1. Click on “Admin” tab at the top of the page.

2. Click on “E-Invoicing Setup” of the left choices.

3. Click on “Add Legal Entity” button on the upper right side of the page. Enter the following:

Legal Entity Name

Country

Hints are provided on the right of your Coupa screen.

Step 2:

You will only need to fill out the fields with the red asterisk * and your Tax ID.

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:

You will be redirected to a page to add in your Remit-To address.

You will only need to fill out the fields that are marked with the red asterisk *

Once the information is filled in, click “Save & Continue”

Step 2b:

Review the information for where you would like to receive payment.

If everything is correct, click “Next”.

If you need to edit anything, click “Manage”.

Step 2c:

Review where do you ship from address.

If everything is correct, click “Next”.

If you need to edit anything, click “Manage”.

Once you get to this page, click on Go to Orders