Streamline Coupa Invoices for NPOs with airSlate SignNow

Coupa invoices for NPOs

other supplier this video is going to introduce the second e imposing method to you which is through Cooper supplier portal but to do that again we need to stuff from an email we will send you an email invitation if you're the first time register supplier the email should be like this Roger station instructions okay if you're already connected with us and then yet we still send you the other invitation it will look like you are connected to we have cooperation on Cooper data alright so in an email you receive if you click on into that if it tells you pretty much the same thing so a welcome message and login to Cooper or if you receive that first time it will ask you to John Cooper although you have the option to forward this invitation I strongly recommend you don't do that yet register for for your come first and then forward the invitation okay so let's do it if you click on John Cooper the system will guide you to the registration page so long Willy it will look like this you type in your first name last name company and the email address that could be sifted invitation thrown so say it is one the email address is supply Asia and the stash TTT yet yahoo.com you should type it in here if you now when you click on register it will ask you to set up your password so then go ahead set it up it will then mock into your account so point for this case I already have my tummy account so that's lucky and you will see your ass cute of two Fatah authorization as they know fans getting to the front page it will have a brief introduction of the features of this a spy Pato so take a moment and see what you can do in this photo if not you will see the home page the orders tab and the invoice tab although there's many other options but at this moment you'll need to focus on orders invoice and admin tab ok you meet again you receive this an email invitation because you're the primary contact we would like to do to be that I mean or you say that's the you have second part you can come to a mean tab and then quickly invite the other user in your company and perhaps that he or she to be that mean so the reason we asked you to use supplier portal is because you you are the one as the primary contact with we have but you may be the operation site personnel you're not the accounting people so to issue an invoice is not what you need to do so so this is the reason we asked you to register is a buyer portal and then invite your accounting team to the Pato say if you invite your content let's say Peter Peter Wong or someone else I mean the email address and then you can control the permission to this invite user tense clicks and invitation once it is done your colleague will receive the invitation email and then he or she need to register he or she will see the same exact page as you do okay so what happened is the primary content say you're the your from operation team you've received the order from VF and then say no problem you want this surface or product you ship it to us or you provide it to us and then you can tell you accounting team and say accounting can you come in get in to log into this supply patil and prepare an invoice - we have accountant then they come to orders search the right Pio then see two actions okay one is to create an invoice and the other one is create credit note if applicable okay so accountant can click on the golden combs icon it will take take them to this invoice page same as the previous video prepare our just input during verse number the invoice date upload the invoice format that your company generated and then you should have the limit - and the other information if not if not showing here you should follow the attached PDF to complete the registration okay again go down a little bit this time you want to build EF for this item only ok $330 not a problem go down if there's no additional charges that's fine if you do have any interest feel free to type in into the buses and then click calculate it will refresh the total if no problem clicks on it now obviously I didn't do anything on top so it won't allow me to send out the invoice but it is it is okay at the moment because I create the invoice draft okay so I just want to show you the procedure to create an invoice let's say you really create an invoice bread you can check the record you can simply go to invoice tab and then it will shows you all the records that your company prepare remember the first video I create an invoice food email so then it's still pending approval and then the one to 351 I just get ready but having completed it is in draft status so you can still see that if you're ready and then you can click on this edit this pencil icon to add it they are the drafting boys and then submit that then you see the status again if you want to check the payments is it ready or not you can click into the invoice go down all the way down to the payment boss and then open up the payment boss you will see the detail now is we have haven't paid yet because it's not deal if it is due and we paid you see externally paid status and then you see the payday and additional information so please spend some time to finish the registration on the Cooper supplier bottle it gives you a better visibility and convenient to view all those invoice thank you