How To Create An Invoice In Ariba?

How to Create an Invoice in Ariba

Ariba is a cloud-based procurement platform that helps businesses manage their spend. One of the key features of Ariba is its ability to create and manage invoices. This can be a valuable tool for businesses of all sizes, as it can help to streamline the invoicing process and improve cash flow.

In this article, we will walk you through the steps of creating an invoice in Ariba. We will cover everything from setting up your account to entering the details of your invoice. By the end of this article, you will be able to create invoices in Ariba with ease.

So let’s get started!

| Step | Action | Description |
|—|—|—|
| 1 | Go to the Ariba homepage and log in to your account. | You can find the Ariba homepage at https://www.ariba.com. |
| 2 | Click the “Invoices” tab in the top navigation bar. | This will open the invoices page. |
| 3 | Click the “Create Invoice” button. | This will open the invoice creation form. |
| 4 | Enter the following information into the form: |
| * Invoice number |
| * Invoice date |
| * Due date |
| * Customer name |
| * Customer address |
| * Item description |
| * Quantity |
| Unit price |
| Tax |
| Total amount |
| 5 | Click the “Save” button. | This will create the invoice and save it to your Ariba account. |
| 6 | You can view the invoice by clicking the “Invoices” tab in the top navigation bar and then clicking the “View” link next to the invoice. | You can also download the invoice by clicking the “Download” link next to the invoice. |

Ariba is a cloud-based procurement platform that helps businesses manage their spend. One of the features of Ariba is the ability to create and send invoices. This guide will walk you through the process of creating an invoice in Ariba.

Step 1: Gather the Necessary Information

Before you can create an invoice in Ariba, you need to gather the following information:

• Invoice number
• Invoice date
• Invoice terms
• Customer information
• Line items
• Subtotal
• Tax
• Total

Step 2: Create the Invoice Template

Once you have gathered the necessary information, you can create the invoice template. To do this, follow these steps:

1. Go to the “Invoices” tab in Ariba.
2. Click the “Create Invoice” button.
3. Select the “Invoice Template” tab.
4. Choose a template from the list of available templates.
5. Enter the necessary information into the template.
6. Click the “Save” button.

Step 3: Enter the Invoice Details

Now that you have created the invoice template, you can enter the invoice details. To do this, follow these steps:

1. Go to the “Invoices” tab in Ariba.
2. Click the “Create Invoice” button.
3. Select the template you created in the previous step.
4. Enter the invoice details, such as the invoice number, date, terms, and customer information.
5. Add the line items.
6. Enter the subtotal, tax, and total.
7. Click the “Save” button.

Step 4: Send the Invoice

Once you have created and saved the invoice, you can send it to the customer. To do this, follow these steps:

1. Go to the “Invoices” tab in Ariba.
2. Click the “Create Invoice” button.
3. Select the invoice you want to send.
4. Click the “Send” button.

The invoice will be sent to the customer’s email address.

Creating an invoice in Ariba is a simple process. By following the steps in this guide, you can create and send invoices quickly and easily.

Step 3: Fill out the Invoice

Once you have created a new invoice in Ariba, you will need to fill out the following information:

• Invoice number. The invoice number is a unique identifier for the invoice. It is typically a sequential number that is incremented each time a new invoice is created.
• Invoice date. The invoice date is the date on which the invoice is issued. This is typically the date on which the goods or services were provided.
• Invoice terms. The invoice terms are the terms of payment for the invoice. This information typically includes the due date for payment and any other applicable fees or charges.
• Customer information. The customer information includes the customer’s name, address, and contact information.
• Line items. The line items list the goods or services that are being invoiced. Each line item includes the item description, quantity, unit price, and total cost.
• Subtotal. The subtotal is the total amount of the invoice before tax.
• Tax. The tax is the amount of tax that is being charged on the invoice.
• Total. The total is the grand total of the invoice, including tax.

Once you have filled out all of the required information, you can save the invoice and send it to the customer.

Step 4: Send the Invoice

There are two ways to send an invoice in Ariba: electronically or by mail.

• To send an invoice electronically, you can use the Ariba Invoice Delivery service. This service allows you to send invoices directly to your customers’ Ariba accounts.
• To send an invoice by mail, you can print the invoice and mail it to your customers.

When sending an invoice, it is important to include the following information:

• The invoice number
• The invoice date
• The invoice terms
• The customer information
• The line items
• The subtotal
• The tax
• The total

It is also important to make sure that the invoice is properly formatted and that all of the information is accurate.

Creating an invoice in Ariba is a simple process. By following the steps outlined in this guide, you can easily create and send invoices to your customers.

How do I create an invoice in Ariba?

1. Navigate to the Invoices tab in the Ariba Spend Management application.
2. Click the Create button.
3. Enter the following information:

• Invoice Number: A unique identifier for the invoice.
• Supplier Name: The name of the supplier who is being billed.
• Due Date: The date by which the invoice must be paid.
• Invoice Amount: The total amount of the invoice.
• Terms of Payment: The terms under which the invoice must be paid.
• Line Items: A list of the items being billed.
• Taxes: Any taxes that are applicable to the invoice.
• Notes: Any additional information about the invoice.

4. Click the Save button.

The invoice will be created and sent to the supplier.

What are the different types of invoices that I can create in Ariba?

There are three types of invoices that you can create in Ariba:

• Purchase Order Invoices: These invoices are created for purchases that were made against a purchase order.
• Requisition Invoices: These invoices are created for purchases that were made without a purchase order.
• Manual Invoices: These invoices are created for purchases that were not made through Ariba.

How do I add line items to an invoice in Ariba?

To add a line item to an invoice in Ariba, follow these steps:

1. Click the Add Line Item button.
2. Enter the following information:

• Product or Service Name: The name of the product or service being billed.
• Quantity: The quantity of the product or service being billed.
• Unit Price: The price per unit of the product or service being billed.
• Discount: Any discounts that are applicable to the product or service being billed.

3. Click the Save button.

The line item will be added to the invoice.

How do I change the terms of payment on an invoice in Ariba?

To change the terms of payment on an invoice in Ariba, follow these steps:

1. Open the invoice.
2. Click the Terms of Payment field.
3. Select the new terms of payment.
4. Click the Save button.

The terms of payment will be changed on the invoice.

How do I add notes to an invoice in Ariba?

To add notes to an invoice in Ariba, follow these steps:

1. Open the invoice.
2. Click the Notes field.
3. Enter the notes.
4. Click the Save button.

The notes will be added to the invoice.

How do I send an invoice in Ariba?

To send an invoice in Ariba, follow these steps:

1. Open the invoice.
2. Click the Send button.

The invoice will be sent to the supplier.

creating an invoice in Ariba is a simple process that can be completed in a few steps. By following the steps outlined in this guide, you can create accurate and error-free invoices that will help you get paid faster.

Here are a few key takeaways to remember:

• Use the correct template for your invoice.
• Make sure to include all of the required information, such as the invoice number, date, due date, and terms of payment.
• Double-check your work before sending the invoice.

By following these tips, you can create invoices in Ariba that will help you get paid faster and improve your cash flow.