Ariba Supplier Training: How to Create an Invoice

Introduction

This tutorial will guide you through the process of creating an invoice using the Ariba system. Understanding how to create invoices correctly is essential for efficient billing and payment processes in any organization. This step-by-step guide will help you navigate the Ariba Supplier portal effectively.

Step 1: Access the Ariba Supplier Portal

• Open your web browser and navigate to the Ariba Supplier portal.
• Log in using your credentials. If you do not have an account, you will need to register as a supplier.

Step 2: Navigate to the Invoicing Section

• Once logged in, locate the main dashboard.
• Click on the “Invoices” tab, which may be found in the navigation menu or dashboard options.

Step 3: Create a New Invoice

• Look for the “Create Invoice” button, usually located at the top of the Invoices page.
• Click on this button to start a new invoice.

Step 4: Enter Invoice Details

• Fill in the required fields, including:
  • Invoice Number: Ensure it is unique and follows your organization’s numbering system.
  • Invoice Date: Select the date the invoice is issued.
  • Due Date: Enter the payment due date.
• Include any relevant purchase order (PO) numbers to link the invoice to specific orders.

Step 5: Add Line Items

• Scroll down to the line item section of the invoice.
• For each item, provide the following information:
  • Description: A brief description of the goods or services provided.
  • Quantity: The number of items or hours worked.
  • Unit Price: The price per item or service.
  • Total Price: This may auto-calculate based on the quantity and unit price.
• Ensure accuracy to avoid payment delays.

Step 6: Review and Submit the Invoice

• Before submitting, review all the details for accuracy.
• Check for:
  • Correct invoice amounts
  • Accurate PO numbers
  • Any necessary attachments (like receipts or proof of service)
• Click on the “Submit” button to finalize the invoice submission.

Step 7: Confirmation of Submission

• After submission, you should receive a confirmation message.
• Keep a record of the confirmation for your files, as it serves as proof of submission.

Conclusion

Creating an invoice in the Ariba system is a straightforward process when you follow these steps. Remember to double-check all entries for accuracy to ensure timely payments. If you encounter any issues, refer to your organization's support resources or the Ariba help section. This knowledge will enhance your invoicing skills and streamline your billing processes.