Creating Sale or Return credit note in Coupa

Solution Properties

Solution ID:

231004114705450

Last Modified Date:

Tue Oct 17 05:47:13 UTC 2023

Taxonomy Path:

Finance - Supplier//New Connections

Author:

j82924503

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

PO Invoice Lines - Following information is required
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 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.