Coupa Supplier Training

Create a Credit Note – Invoice Tab

You can create a credit note from the Invoices module

1

1 Click on the “Invoices” tab

2 Click on ’Create Credit Note’

3 Select a reason for creating the credit note. If

“Resolve Issue for invoice number” is selected,
select an invoice number from the drop dow n menu. 2

4 Click on Continue to create the credit note.

4
 Coupa Supplier Training
Create a Credit Note – Invoice Tab (cont.)

You can create a credit note from the Invoices module

5 Select ‘Completely cancel invoice’ or ‘Adjust invoice’

6 Click on ‘Create’
5

7 Enter a Credit Note number and review details to ensure

all required fields are populated. 6

8 Enter the reasons of creating this credit note in Credit 7

Reason.

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 Coupa Supplier Training
Create a Credit Note – Invoice Tab (cont.)

You can create a credit note from the Invoices module

8
8 Choose Adjustment Type on line item(s)

9
9 Enter the adjusted quantity

10 Click on “Calculate” to recalculate the Credit note

total amount.

11 Click ‘Submit’ to issue the credit note to Sherw in-

Williams.

12 Click on “Send Credit Note” to send the credit note. 10 11

12

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 Coupa Supplier Training
Create a Credit Note – PO Flip

You can create a credit note from ‘Orders’ tab

1
1 Click on ‘Orders’ tab

2 Click on the red coin stack icon to initiate a

Credit note

3 Select the Legal Entity and click Save.

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 Coupa Supplier Training
Create a Credit Note – PO Flip (cont.)

You can create a credit note from ‘Orders’ tab

4 Remember to fill in the information of the original

invoice.

5 Enter the reasons of creating this credit note in

Credit Reason.

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 Coupa Supplier Training
Create a Credit Note – PO Flip (cont.)

You can create a credit note from ‘Orders’ tab

5 Choose adjustment type

5 6
6 Enter the adjusted quantity

7 Click on “Calculate” to recalculate the Credit note

total amount.
7 8
8 Click ‘Submit’ to issue the credit note to Sherw in-
Williams.

9 Click on “Send Credit Note” to send the credit note.

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