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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

How do I send a Coup invoice?

How do I create an invoice? On the main menu, click on the Orders tab. If you are connected to more than one Coup customer, select their name from the Select Customer dropdown menu. In the PO table that appears, choose the PO you want to invoice, and then click on the yellow coins to create an invoice.

What is coup invoice?

OVERVIEW. Coup provides organizations with an organic procure-to-pay solution that helps increase spend under management. ... Coup's standard data interfaces allow your platform to capture invoices and send them electronically to Coup.

How do I submit an invoice to coup?

To create a non-PO backed invoice, click on the Invoices tab on the main menu. If you are connected to more than one Coup customer, select their name from the Select Customer dropdown menu. Click on the Create Blank Invoice button above the Invoices table. For more information, see Create or Edit an Invoice.

What does coup mean?

Coup is a company of talkers, passionate about sharing tips, tricks and advice for improving finance and procurement and saving companies of all sizes time and money.

What is invoice management system?

Invoice management is an internal business function linked to procurement and is responsible for managing and processing invoice documents from vendors and suppliers.

What is coup supplier portal?

The Coup Supplier Portal (CSP) is a free tool for suppliers to easily do business with customers who use Coup. The CSP makes managing customers and transactions easy.

How do I set up invoicing?

Add a logo and contact details. Add your business registration number and type (e.g. GST, VAT, ABN. Set your payment terms and instructions. Set your invoice printing format for each location. Create and apply taxes. Create custom payment types.

How do I set up an invoice?

Create your invoice make it professional. The first step is to put your invoice together. ... Clearly mark your invoice. ... Add company name and information. ... Write a description of the goods or services you're charging for. ... Don't forget the dates. ... Add up the money owed. ... Mention payment terms.

How do I make an invoice for a small business?

Open your invoice template. Add the date. Enter the invoice number. Fill out the customer name, address, reference and/or order number. Enter a description of the goods or services. Total the costs and double-check your math.

How do you invoice someone?

Make it look professional. When sending a customer an invoice, it's important you include key pieces of information, rather than just scribbling the amount owed on a piece of paper. ... Number the invoice. ... Date the invoice. ... Retain a copy of all invoices. ... Keep invoices to a minimum. ... Use an electronic invoice service.

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