Step 1: Log in to your Aruba account
To get started, log in to your Aruba account using your credentials. If you don’t have an account, you will need to sign up for one.
Step 2: Navigate to the invoice creation page
Once you are logged in, you will be directed to the main dashboard. From here, navigate to the invoice creation page. Depending on the specific interface of your Aruba software, this can usually be found under the “Invoicing” or “Finance” section.
Step 3: Select the client or customer
Next, you will need to select the client or customer for whom you are creating the invoice. Aruba allows you to store client information, making it easier to generate invoices for repeat customers.
Step 4: Add invoice details
Now it’s time to add the necessary details to your invoice. Start by entering the invoice number, date, and due date. You can choose to manually assign an invoice number or let Aruba automatically generate one for you.
Step 5: Include products or services
Specify the products or services you are invoicing for. Aruba typically provides a dropdown menu or search bar feature for you to quickly add items. Include the quantity and price per item.
Step 6: Apply any discounts or taxes
If there are any applicable discounts or taxes, you can add them at this stage. Aruba allows you to specify both percentage-based and fixed-value discounts. Include any taxes based on the applicable tax rates.
Step 7: Customize the invoice layout (optional)
Many businesses prefer to customize their invoices to match their branding. Aruba provides options to add your company logo, choose a color scheme, and include additional fields or notes. Take advantage of these customization options to create a professional-looking invoice.
Step 8: Preview and edit
Before finalizing the invoice, it’s a good practice to preview it. Aruba allows you to review the invoice’s layout and ensure all the details and calculations are accurate. If needed, make any necessary edits or adjustments.
Step 9: Save or send the invoice
Once you are satisfied with the invoice, you can save it as a draft, send it directly to the client’s email, or download it as a PDF. Additionally, Aruba often provides options to send reminders for outstanding payments and track the status of each invoice.
Step 10: Manage and track your invoices
Aruba also offers robust invoicing management and tracking features. You can easily access past invoices, view payment statuses, and generate reports to analyze your invoicing activities.
Conclusion
Aruba’s invoicing system provides businesses with a user-friendly and efficient way to create, track, and manage invoices. By following the steps outlined in this article, you can leverage Aruba’s software to streamline your invoicing process and improve your finance management. Remember to customize your invoice layout to maintain a professional image and make a lasting impression on clients.