How to Make an Invoice or Invoice on PayPal – If you are running an online business and dealing with other people outside Indonesia, they mostly use PayPal as a means of payment. Because PayPal is very practical and easy to use across countries. Even your PayPal balance can be easily cashed to local bank You. If you don’t have PayPal yet, please read the following article for How to register the latest PayPal.
Most of your business partners they can pay directly by asking your PayPal email address, but also many of them ask you to create an invoice or Invoice sent via PayPal to their email address before paying you, this invoice serves as proof of payment and convenience in paying.
PayPal Invoice or Invoice is a free feature provided by PayPal for users who want to ask other people for money or payment for services or business. PayPal invoices can be sent to anyone with an email address, whether they have a PayPal account or not, and through these invoices other people can pay via PayPal or by credit card.
For PayPal users, of course making invoices is still a bit confused. Therefore in this article I will explain step by step how to create an invoice or invoice on PayPal.
Reasons for Using PayPal Invoices
While it is possible to request money from other people using the basic Requests feature or direct request with PayPal, here are some of the benefits of creating invoices on PayPal.
- If you run online business, using a PayPal invoice will make you look more professional.
- Each invoice is assigned a unique reference number which makes it easy for you to track payments.
- The same PayPal invoice can be sent to many people at once which can save time.
- You can send reminders to recipients for unpaid PayPal invoices.
- Payment by invoice can be scheduled, daily, weekly, monthly and according to date.
How to Make a PayPal Invoice or Invoice Online
Invoices can be generated, stored and managed directly from the PayPal website after logging into your PayPal account. All invoices can be fully customized and reused for the next new client or customer.
Here are the steps on how to create and send an invoice on PayPal.
After logging in or logging into the PayPal website, to follow this guide, you should first change your PayPal account to Indonesian so it’s easy to understand, but if you already understand without changing the language then just follow the guide below.
First hover your mouse over the “Tools” or “Tools” menu on the top menu and click Invoice.
On the next page, click the blue button “+ Create Invoice“At the top right corner.
Note: On the right side of the screen a field called Frequency, Invoice Number, Invoice Date, Reference, and Date Due date.
On the left side you will see a blue box with Add a logo You’re in it. Click this to upload an image to make your PayPal invoice template look more professional. This can be a company logo or a website logo.
Note: Adding a logo image is optional. If you don’t have an image to add, that’s fine and the invoice will only show whitespace instead.
Next to your business information, click Edit to add additional information such as your address, website, email, and business telephone number. This is also optional.
In the field next to “Bill to“, Enter the” Email Address “or PayPal contact of the person you wish to send the invoice to.
Next to CC, enter the email you want to send a copy of the invoice after sending (optional).
Note: All your invoices will be stored in your PayPal account so there is no need to send a copy to yourself.
Enter the product or service name in the “Name of goods“. It is required although the description fields below are only optional. For example: Payment for SEO services for the website www.domain.com
Enter a discount or shipping price and check the boxes next to Allow partial payments and Allow customers to add tips if you wish to accept those options. If there isn’t, then leave it.
Fill in all the required additional information in the box “Notes for recipients“And”Terms and ConditionsAt the bottom of the invoice. If not, leave blank.
Click the “Attach File” button to upload a picture or document to be sent together with the invoice. This could be your business logo or even a QR code that you created or some other important file. This is also optional.
When all the necessary information and media have been added to the PayPal invoice, click the button “Preview”In blue to see a preview of what your invoice will look like. See the picture above again.
Make changes if necessary.
When you are ready to send, please click the button “SendAnd click “Send via PayPal” to send an invoice to your contact. If you want to use this invoice as a template for future invoices, hover your mouse over the arrow on the “Save as Draft” button and click “Save as Template”.
How to make an invoice with the PayPal business application
The PayPal Business app is available for iOS and Android smartphones and tablets and can also be used to create and send PayPal invoices or invoices.
Invoices created in the PayPal Business app are identical to those created on the PayPal website. Invoices created in the app can be managed on the web and vice versa.
- Open the PayPal Business app on your iOS or Android device.
- Tap Invoice from the menu at the bottom of the screen.
- Tap on the plus icon in the top right corner.
Note: If you have set a template in Paypal, you can select it here.
- Tap Bill to and enter the recipient’s PayPal email address or contact name.
- Tap current currency to the right of Bill to change currency. Only do this if necessary.
- Tap Add item or service and fill in the fields detailing the services or products you want to charge, how much each is worth, tax rate, etc. If you have already Tap “Add Item”.
Note: You must add at least one item for the invoice to send.
- Scroll down and tap Allow partial payments and Allow tips if you wish to enable this optional payment option. If not then leave
- Tap Terms and Conditions, References, Notes to customers, and Memo to add text to these fields if any.
Note: Most of the options in PayPal invoicing are completely optional, but it can also be useful to clearly communicate the services offered.
- Tap Attach photo to upload a photo to the invoice if you have one.
- Tap Save to save this invoice for sending later or Send to send the invoice to the recipient.
Is There A PayPal Invoice Fee?
Creating and sending PayPal invoices or invoices is completely free and does not require payment or purchases of any kind. However, PayPal charges fees for transactions and currency conversions which means that when a client or customer pays their invoice part of the total amount you requested will be deducted. The cost of this discount depends on the amount of money you are asking for. You can read articles about how many PayPal deductions are and how to avoid them.
And that’s an easy way to create invoices or invoices on PayPal, hopefully this article will be useful for you and make it easier for you to create invoices for your business invoices to your clients. Good luck 🙂