Please complete the following fields:
Bill To Address - Click on the magnifying glass to select
Buyer VAT ID - This will be populated by selecting the Bill To Address. Please deselect this by selecting the blank and the reselect the code populated previously. This will ensure the correct tax codes are populated on the invoice line section.
Ship to Address - Click on the magnifying glass to select
Requester Email - Your John Lewis Partnership Contact's email
Requester Name - Your John Lewis Partnership Contact's name
VAT Rate - Use the drop down to select the correct % or EXEMPT (EXT), REVERSE CHARGE (REV) or OUT OF SCOPE (OOS)
Note: A Tax Reference of your choice must be entered when selecting EXT, REV or OOS) The VAT amount will automatically be calculated, you will not be able to amend this field.
Tax reference - Your VAT registration number.
Note: You may only charge VAT if you are VAT registered.
'Add Lines’ & ‘Pick lines from PO’ - Use these options if you wish to add invoice lines
Note: Please do not use the 'Pick lines from Contract' option.
On the invoice lines section you may notice a note heading which details notes for your purchase order or invoice.This is completed by your buyer in advance and cannot be edited. Please ignore this section.
Click Calculate and check the values match your expected invoice amount.
Click Submit, you will get the following warning: ‘Coupa is about to create an invoice on your behalf. Please make sure you are not attaching another invoice to this transaction as the Coupa generated PDF is your and your customers legal invoice.’
At this point, warnings may appear to detail any errors with the invoice.
Click Send Invoice, you will return to your invoice homepage where you will see the invoice as a status of Processing Note: You can use this screen to see the status of all your invoices too.
