How to create credit note? (SAN disputed invoices)

In order to create a credit note for your Supplier Actionable Notification (SAN), which is our naming for email notification for invoice, please:

1.       Go to the email notification where the invoice dispute is mentioned and click on “View Online.”

2.       Invoice in “Disputed” status will appear in screen. Go to the bottom of the invoice and click on the “Cancel Invoice” button:

3.       New “Create Credit Note” window will open. To submit credit note, please fill in all the fields with asterisks symbol.

Make sure the credit note overall value is always negative. 

4.       Once all the information has been filled in, click on “Submit” button to submit your credit note.

You will be notified that Coupa is going to create legal document on your behalf:

5.       Please click on “Send Credit Note”.

6.       Depending on the case, please decide if you would like to raise a new invoice now to replace the one that just got cancelled.

7.       After clicking on “Yes” button Coupa will open a new “Create Invoice” window.

If you click “No” it will take you back to the SAN homepage.