Payment status check for CSP/ cXML invoices

You can check the invoice projected payment date & invoice status information of your CSP/ cXML invoice yourself by accessing the ‘Invoices’ tab in your Coupa Supplier Portal account.

Please select “Invoices” tab from the blue main menu bar. Scroll down to “View” option with a drop-down list in the blue table title bar. 

Click on the drop-down menu and select ‘Create view’ from the drop-down list. ‘Create view’ feature allows you to create customized layout view of your invoices.

Provide the name of the view and decide if the view should be visible to you only / to every user who is accessing your company’ CSP account. As a next step, make sure to drag following information:

·        Invoice#

·        Status

·        Paid

·        Payment information

·        Projected payment date

To the right column so you can be aware of status and payment information.

Please be aware that the projected payment date will be available only for invoices in ‘Approved’ status. For your reference, please see the description of each invoice status below.

You can also check the projected payment date of an invoice by going to the ‘Invoices’ tab, clicking on the invoice number in ‘Invoice #’ column:

and when the invoice page opens by scrolling down to the ‘Projected Payment Date’ field visible in the right-hand side column, as highlighted on the below snapshot: