How to Load PO Template with E-invoice Instructions

Instructions:

Electronic invoicing play an extensive role in invoice accuracy, process efficiency and timely
payments. This template contains additional verbiage that you can include on your purchase
order to influence your supplier base to use Coupa channels to submit electronic invoicing.

Steps:

1. Open ‘PO template with e-invoice instructions’ PDF file.

2. Copy the body into a Text Editor program.
3. Save it as .txt or .liquid file.
4. Load in your Coupa Sandbox environment under Setup-Customize PO.
5. Once visual content is verified the file can then be loaded into Production.

More detailed instructions on how to manage your PO templates can be found here:

https://success.coupa.com/Support/Docs/Core_Apps/Procurement/Getting_Started_with_Pr
ocurement/Purchase_Orders/Customize_Your_Purchase_Order_with_Liquid

Example:

The yellow box contains guidance on accepted e-invoice methods for suppliers to submit their
invoices to your organization.