You’ll need to add your business and bank details to get paid by your Coupa Pay customers.

Set up your Coupa Supplier Portal account to get paid by bank transfers

Select Customer

Log into your Coupa Supplier Portal Account and click on Admin > Setup > Customer Setup. Select the Coupa Pay customer you need to complete set up for and click on Finish Setup.

Add Business Details

Clicking on the Finish Setup  button takes you to the Tell us about your business page where you can provide your basic information.

Fill in the following fields: Company Name (registered company name to be displayed on your invoices), WebsiteCountry/RegionAddress Lines 1-2CityState, and Postal Code.

Name and address fields are pre-populated if your customer already has the information from you in their supplier record, or if you are already registered to the CSP to transact with other customers and provided the information in your profile. You can also choose to update these fields. Mandatory fields are marked with a red asterisk (*).

Add bank information

Clicking on the Next button takes you to the Provide your default bank information page where you can provide your bank information.

Note: Adding a bank account using this method is supported for suppliers in the U.S. and certain other countries for Coupa Pay customers. If this screen is not available to you, follow the directions here to add your bank account remit-to via the Setup menu.

Fill in the following Bank Information fields:

Country/Region (defaulted), Currency (defaulted), Routing Number, Account Number, Confirm Account Number, Bank Name, Address Lines 1-2, City, State, and Postal Code. The address that you entered when providing your basic information is also linked to this payment account.

Mandatory fields are marked with a red asterisk (*). Please review our Help Page to see the specific information required for your Bank Account country and currency.