Creating a 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 your invoice has been selected, you will be asked whether you would like to completely cancel or partially adjust the invoice.
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 Note Date Date of credit creation	To This will populate from original Invoice
Invoice Description Please add any notes here. If the original invoice was against a 17 digit charge code, please enter here.	Tax Point Date This will populate from original Invoice
Attachments Add any associated files here
Credit Reason Enter explanation here for reason of credit

Please enter credit line information
Description - Same as original invoice
Quantity - must be a minus
Price - Same as original invoice
VAT Rate - Same as original invoice
Please click Calculate and check your figures are correct
Please click Submit
Note: the following warning message will appear
Click Send Credit Note if you are happy to proceed
Note: For any credits that are not against a purchase order, a warning message will appear regarding your 17 digit charge code. If you are happy this has been added in the Invoice description, please click Submit.
Once this has been completed, it will take you to the homepage.