How can I submit my invoice to Pearson for payment?
If you have received a Purchase Order from our Coupa system, the preferred method of submission is to do this via Coupa.
There are two methods of submitting invoices via Coupa;
- Via supplier actionable notification. Please refer to the video - submitting an invoice via SAN for further guidance.
- Via the Coupa Supplier Portal. Please refer to the video - submitting an invoice via CSP for further guidance.
I’m trying to submit my invoice in Coupa, using the Supplier Actionable Notification, but it’s taking me to a page where I am asked to enter a username and password. Why is this?
This could be an indication, that whilst we have an email address on record for your Purchase Orders to be sent to, we may not have any details recorded under the Primary Contact section in your supplier record. If you encounter this issue, please email email@example.com with a screenshot of the issue and the team will investigate.
The Purchase Order I have received has multiple line items, when I create an invoice, it is invoicing against each line of the PO - how can I remove lines I do not wish to invoice against?
When creating the invoice in Coupa, you should be able to see an “x” in a red circle next to each line . Clicking on this will remove that line from your invoice template.
Please note: You must delete any line you do not want to invoice against, you cannot set the value of the line to zero as this will cause issues when trying to process your invoice for payment.
I have multiple invoices that I want to submit against the same Purchase Order – can I submit these as one invoice in Coupa?
When submitting your invoices via Coupa, there is a requirement for you to attach a copy of your physical invoice. You should not attach multiple invoices under one invoice submission in Coupa, in this instance you would need to create a separate submission for each invoice attaching the appropriate invoice to each.
My invoice needs to include Tax/VAT - do I include this on the submission in Coupa? It has been indicated on the invoice I attached.
Yes, if you require any Tax/VAT paying, you must indicate this on your invoice submission in Coupa, failure to include this break down will result in the Tax/VAT not being paid to you.
Does my attached invoice need to be in a specific format?
All invoices must be in PDF format
I have submitted my invoice, when will I receive payment?
Your invoice will be paid according to the payment terms that have been set up against your supplier record. The standard payment terms for the UK is Net30 days and for North America is Net45 days.
Pearson can only process an invoice for payment once we have physically received it. Your supplier payment terms will take effect from the date that Pearson has received your invoice, not from the actual date of your invoice.
You will receive notifications from Coupa when your invoice has been received by Pearson and you’ll also get a notification when the invoice has been paid. You can view the payment information of an invoice, within the invoice template in Coupa – under the Payments section.
I’ve submitted my invoice in Coupa, but it has been rejected, why?
There could be a few reasons for this;
- The invoice you have submitted, has exceeded the total value of the Purchase Order that Pearson raised for your goods/services. If this is the case, you should discuss this with your Pearson Business Contact in the first instance.
- When submitting an invoice in Coupa, you are able to backdate the invoice date 10 days, where you have tried to enter an invoice date beyond this 10 day threshold the system will automatically reject it, as the system does not allow this.
- It is possible that your Pearson Business Contact has disputed the invoice you submitted, if this is the case, a reason will have been provided by your Pearson Business Contact to advise why. If you have any questions on this you should speak to them in the first instance.
I’ve accidentally submitted an invoice against the wrong Purchase order. What can I do to fix this?
If the invoice you have submitted is showing under the status of “approved” this indicates that it has been received and matched by Pearson. In this instance you should submit a Credit Memo in Coupa, against the Purchase Order to cancel out the incorrect invoice. Your credit memo should be for the exact amount (including Tax/VAT) of the incorrect invoice.
If the invoice is showing under the status of “pending receipt” this means that it is waiting for approval from your Pearson Business Contact. You can let them know that this submission was an error and they will be able to dispute the invoice back to you.