| | Creating Sale or Return credit note in Coupa |
| Supplier Actions | - Login to Coupa Supplier Portal and select Invoices from the toolbar across the top
Note: The red coin button on the order screen should not be used as this will not cancel or adjust your invoice value. - Click Create Credit Note
Note: A message will appear requesting the reason for the credit note. Please only select ‘Resolve issue for invoice number’ and you will be able to select the invoice number it relates to. -
Once you have selected your invoice (or another reason) you will then be asked the following question to choose the option you wish. Select the appropriate option and click Create.
Please select the option you would like to proceed with. - General information
Note: Fill in these fields using the guidance below | Fields completed by supplier | Fields automatically populated | Credit note number
Your Reference for this credit note | From
This will populate from original Invoice | Credit Reason
Enter explanation here for reason of credit | To
This will populate from original Invoice | | | Tax Point Date
This will populate from original Invoice | -
- Please click Calculate and check your figures are correct
- Please click Submit
Note: A warning message will appear - Click Send Credit Note if happy to proceed and submit. Your credit note will now be submitted to make amendments to the original invoice.
- Once completed, the message ‘Create Replacement Invoice’ will appear.
Note: You will not be able to create a replacement invoice for a SOR or D2C invoice by following this option. - Select No and follow our ‘Converting a D2C or SOR PO into an Invoice’ guide, which can be found here, to submit your replacement invoice.
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