PayPal Invoices | Create and Manage

PayPal Invoices | Create and Manage  

PayPal invoices are different from other system invoices; they make it very easy for people to pay you with just a click of a button. When you send someone a PayPal invoice, inside the email is a “Buy Now” button they can click to pay you, with all the forms filled out for them.

Here’s how to create and manage PayPal invoices.

Step 1: Start the Invoice Creation Process –  Go to “Merchant Services.”

Click on “Send Invoice.”Step 2: Choose Recipient – Type in your recipient’s email address. They don’t have to have a PayPal account.

Step 3: Dates and Payment Terms – Type in the invoice number, the invoice date and the payment terms.

The payment term choices are:

–       Due on receipt: Payment is due when you send the invoice.

–       Due on date specified: Enter a due date for when the recipient needs to pay the invoice.

–       Net 10/15/30/45: Specific number of days after the invoice is sent when they need to pay.

Step 4: What the Invoice is For and Price – Type in what the invoice is for. Then set the amount or price.

Step 5: Enter Terms and Notes – Enter the terms and conditions, such as return policy or refund policy. Then add any notes you want for the recipient.

Step 6: Finishing the Invoice – To finish the invoice, pick one of the following options.

 –       Send: Sends the invoice.

–       Preview: View a preview before sending.

–       Save Invoice: Saves it as a draft.

–       Save as Template: Use the same invoice as a template for future invoice.

–       Close: Cancel this invoice.

Generally it’s a good idea to preview your invoice before sending it. If you click preview, this is what the screen will look like.

If everything looks in order, then click “Send.”

Step 7: View and Manage Invoices – Click on “Request Money” to go to your invoices.

Go to “Manage Invoices.”

Step 8: Invoice Actions – There are a few things you can do in the manage invoices screen. First of all, you can see all of the invoices you have that are paid, canceled, or waiting.

You can also send a reminder, mark unpaid invoices as paid, or cancel an invoice.

Here’s what the invoice screen looks like. In this example, the invoice we just created hasn’t been paid, so we’ll send a reminder.

 After clicking remind, you can add a note and then send the reminder.

To mark an invoice as paid, just click the drop down arrow next to an invoice and click “Mark as Paid.”

If you don’t want to create an invoice from scratch next time, you can just click “Copy” to create an invoice from a previous template. 

Congratulations! You’ve learned how to create a new invoice, as well as how to manage invoices you’ve already sent. PayPal’s invoicing system makes it easy to keep track of who owes you money, and send easy-to-pay bills to your customers.

Next: Create Reports

2 Responses to PayPal Invoices | Create and Manage

  1. aes coupon says:

    You are so cool! I do not think I’ve read something like that before. So nice to find someone with a few unique thoughts on this subject matter. Seriously.. many thanks for starting this up. This website is something that is needed on the internet, someone with some originality!