You’ll need to set up your Business and bank details in order to get paid by your Coupa Pay customers.

Search for help or choose a category below to find what you need.

Setting up your Coupa Supplier Portal account to get paid online

Select Customer

Log into your Coupa Supplier Portal Account and click on Admin > Setup > Customer Setup. Select the 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: This is for U.S. Suppliers of Coupa Pay customers only.

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 (*).

Indicate if you accept card payment by selecting the checkbox under Card Payment. If you accept card payments, you need to specify the email address where you want to receive the card.