Setting Up e-Invoicing

If you’re sending an e-Invoice for the first time, you’ll need to get some settings filled out.
The steps below will walk you through the process.

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

How to set up e-Invoicing

Before you can send any invoice, you’ll be prompted to set up e-Invoicing with Coupa. You can click on “Finish e-Invoicing Setup” or go into your Admin tab.

Step 1:

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

2. Click on “Legal Entity 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

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.

Click “Done”.

Step 3a:

You will be redirected to a page to add in your Remit-To address.
Fill out the fields with a red asterisk * and any other required information. Click “Save & Continue”.

Step 3b:

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 4:

Review your Ship From address.
If everything is correct, click “Done”.