PayPal Invoicing - 2010 Betriebsanweisung

Invoicing User’s Guide Last updated: September 2010

About InvoicingInvoicing End-to-End110 September 2010 Invoicing User’s GuideUse Invoicing to request payments for goods or service when you want to pr

Working with Invoice TemplatesManaging Templates6100 September 2010 Invoicing User’s Guide7. After reviewing the invoice, perform one of the following

Invoicing User’s Guide September 2010 101Working with Invoice TemplatesManaging Templates6– Click Edit to change template information.See “Editing a T

Working with Invoice TemplatesManaging Templates6102 September 2010 Invoicing User’s Guide

Invoicing User’s Guide September 2010 1037Working with the Address BookUse the Address book to store contact information for your customers. You can a

Working with the Address BookAccessing the Address Book7104 September 2010 Invoicing User’s GuideAccessing the Address BookYou can access the Address

Invoicing User’s Guide September 2010 105Working with the Address BookAdding Contacts to the Address Book75. Enter Billing information (optional). Fie

Working with the Address BookAdding Contacts to the Address Book7106 September 2010 Invoicing User’s Guide6. Click Update recipient’s billing informat

Invoicing User’s Guide September 2010 107Working with the Address BookAdding Contacts to the Address Book79. Click Save.When you save the recipient in

Working with the Address BookAdding Contacts to the Address Book7108 September 2010 Invoicing User’s Guide

Invoicing User’s Guide September 2010 109Working with the Address BookAdding Contacts to the Address Book75. Enter Primary contact information. You mu

Invoicing User’s Guide September 2010 11About InvoicingWhat Does Your Customer See?12. Your customer receives an email that contains a link to the inv

Working with the Address BookEditing Address Book Entries7110 September 2010 Invoicing User’s Guide7. Click Enter a different address in Shipping info

Invoicing User’s Guide September 2010 111Working with the Address BookEditing Address Book Entries7– Click Invoice Settings. The Enter your contact in

Working with the Address BookEditing Address Book Entries7112 September 2010 Invoicing User’s Guide

Invoicing User’s Guide September 2010 113Working with the Address BookEditing Address Book Entries76. Edit the Primary contact information. 7. Edit Bi

Working with the Address BookSearching for Contacts7114 September 2010 Invoicing User’s Guide8. Edit any existing shipping information. - Or -Click En

Invoicing User’s Guide September 2010 115Working with the Address BookDeleting Address Book Entries7search by entering more characters. If you want Se

Working with the Address BookDeleting Address Book Entries7116 September 2010 Invoicing User’s GuideDeleting ContactsYou can access your address book

Invoicing User’s Guide September 2010 117Working with the Address BookDeleting Address Book Entries76. Click Delete.The Address book page opens. The d

Working with the Address BookDeleting Address Book Entries7118 September 2010 Invoicing User’s Guide

Invoicing User’s Guide September 2010 1198Working with Saved ItemsIf you frequently include particular items in your invoices, such as your best-selli

About InvoicingWhat Does Your Customer See?112 September 2010 Invoicing User’s Guide1. Your customer opens an invoiceInvoice recipients can open their

Working with Saved ItemsAdding a Saved Item8120 September 2010 Invoicing User’s GuideWhat’s in a Saved Item? Item name: (Required) Identifies the ite

Invoicing User’s Guide September 2010 121Working with Saved ItemsAdding a Saved Item8NOTE: This field is not stored with the item, but is required to

Working with Saved ItemsAdding a Saved Item8122 September 2010 Invoicing User’s Guide6. Enter item information.– Item nameEnter the item name. This is

Invoicing User’s Guide September 2010 123Working with Saved ItemsEditing Saved Items87. Click Save.The item appears in the list of saved items on the

Working with Saved ItemsEditing Saved Items8124 September 2010 Invoicing User’s Guide6. Change or add information in any of the fields:– Item nameThis

Invoicing User’s Guide September 2010 125Working with Saved ItemsDeleting Saved Items87. Click Save.The edited item appears in the list of saved items

Working with Saved ItemsDeleting Saved Items8126 September 2010 Invoicing User’s Guide

Invoicing User’s Guide September 2010 1279Managing Your Tax InformationIf you must collect tax on invoice items or shipping costs, you can add the tax

Managing Your Tax InformationAdding Tax Information9128 September 2010 Invoicing User’s GuideChanging or deleting tax information does not affect exis

Invoicing User’s Guide September 2010 129Managing Your Tax InformationAdding Tax Information9The Enter your tax information box opens.2. Enter a name

Invoicing User’s Guide September 2010 13About InvoicingAccessing PayPal Invoicing14. Your customer reviews and approves the payment.The Review your pa

Managing Your Tax InformationAdding Tax Information9130 September 2010 Invoicing User’s Guide4. Click Save.The tax name and percentage display in the

Invoicing User’s Guide September 2010 131Managing Your Tax InformationAdding Tax Information9Adding Tax Information in a Saved Item1. Log in to your P

Managing Your Tax InformationEditing Tax Information9132 September 2010 Invoicing User’s Guide9. Enter or update any other information for the saved i

Invoicing User’s Guide September 2010 133Managing Your Tax InformationEditing Tax Information9See “Managing Templates” on page 94 for instructions on

Managing Your Tax InformationDeleting Tax Information9134 September 2010 Invoicing User’s Guide6. Enter a percentage in Rate to change the tax calcula

Invoicing User’s Guide September 2010 13510Invoice AdministrationManaging invoices and maintaining invoice settings are on-going tasks. Invoicing lets

Invoice AdministrationMaintaining Your Invoice Settings10136 September 2010 Invoicing User’s GuideFor instructions on using the Manage Invoices page,

Invoicing User’s Guide September 2010 137Invoice AdministrationInvoicing and Reporting10To give users access to Invoicing, you add them to your Accoun

Invoice AdministrationInvoicing and Reporting10138 September 2010 Invoicing User’s Guide

About InvoicingAccessing PayPal Invoicing114 September 2010 Invoicing User’s Guide

Invoicing User’s Guide September 2010 152Creating InvoicesCreate invoices for goods and services through the Request Money tab.  “The Invoicing Proce

Creating InvoicesThe Invoicing Process216 September 2010 Invoicing User’s Guide1. Create an invoice.You create an invoice for goods and services by cl

Invoicing User’s Guide September 2010 17Creating InvoicesCreating Invoices and Entering Details24. Send the invoice to your customer.After you enter a

Creating InvoicesCreating Invoices and Entering Details218 September 2010 Invoicing User’s Guide

Invoicing User’s Guide September 2010 19Creating InvoicesCreating Invoices and Entering Details2The numbers in this illustration correspond with the i

PayPal Invoicing User’s GuideDocument Number: 10115.en_US-201009© 2010 PayPal, Inc. All rights reserved. PayPal is a registered trademark of PayPal, I

Creating InvoicesCreating Invoices and Entering Details220 September 2010 Invoicing User’s GuideSee “Including a Logo in Your Invoices” on page 74 for

Invoicing User’s Guide September 2010 21Creating InvoicesCreating Invoices and Entering Details23. Enter Billing information.Setting ActionFirst name

Creating InvoicesCreating Invoices and Entering Details222 September 2010 Invoicing User’s Guide4. Click Enter a different address to add Shipping inf

Invoicing User’s Guide September 2010 23Creating InvoicesCreating Invoices and Entering Details25. Click Save.The Create a new invoice page displays t

Creating InvoicesCreating Invoices and Entering Details224 September 2010 Invoicing User’s Guide4. Change the Due date only if you selected Due on dat

Invoicing User’s Guide September 2010 25Creating InvoicesCreating Invoices and Entering Details22. Enter the Date for the item. When you tab or click

Creating InvoicesCreating Invoices and Entering Details226 September 2010 Invoicing User’s GuideNOTE: Each time you add an item to the invoice, an em

Invoicing User’s Guide September 2010 27Creating InvoicesCreating Invoices and Entering Details26. Enter Memo text, up to 150 characters. This text do

Creating InvoicesPreviewing Invoices228 September 2010 Invoicing User’s Guide Preview the invoice to see it from your recipient’s point of view. See

Invoicing User’s Guide September 2010 29Creating InvoicesPreviewing Invoices2After reviewing the invoice, you can send, edit, or print it from the Pre

Invoicing User’s Guide September 2010 3ContentsPreface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Creating InvoicesSaving Invoices230 September 2010 Invoicing User’s GuidePreviewing an Invoice1. Open the Create a new invoice page and enter invoice

Invoicing User’s Guide September 2010 31Creating InvoicesSending Invoices24. Click Save Invoice at the bottom of the page.The date and time you saved

Creating InvoicesPrinting Invoices232 September 2010 Invoicing User’s GuideSee “Managing Your Invoices” on page 35 for more information.Printing Invoi

Invoicing User’s Guide September 2010 33Creating InvoicesPrinting Invoices2After printing, the window closes.Printing an Invoice from the Preview Page

Creating InvoicesPrinting Invoices234 September 2010 Invoicing User’s Guide4. Select a printer in the Print dialog box.5. Click Print.After printing,

Invoicing User’s Guide September 2010 353Managing Your InvoicesAfter sending invoices, you’ll want to manage and track your invoices and payments. The

Managing Your InvoicesAbout the Manage Invoices Page336 September 2010 Invoicing User’s GuideManage Invoices displays the list of invoices that you ha

Invoicing User’s Guide September 2010 37Managing Your InvoicesAbout the Manage Invoices Page3Manage Invoices displays 20 invoices per page. If there a

Managing Your InvoicesSearching Invoices338 September 2010 Invoicing User’s GuideDepending on an invoice’s status, you can perform certain actions on

Invoicing User’s Guide September 2010 39Managing Your InvoicesSearching Invoices3About the Basic FiltersBasic filter contains predefined filters for s

Contents4 September 2010 Invoicing User’s GuidePrinting an Invoice from the Preview Page . . . . . . . . . . . . . . . . . . . .

Managing Your InvoicesSearching Invoices340 September 2010 Invoicing User’s GuideFor most of the text filters, partial text can match. For example, th

Invoicing User’s Guide September 2010 41Managing Your InvoicesSearching Invoices3Searching Invoices with an Advanced Filter1. Log in to your PayPal ac

Managing Your InvoicesReviewing Invoice Details342 September 2010 Invoicing User’s Guide7. Click Show.The Manage Invoices page displays a list of invo

Invoicing User’s Guide September 2010 43Managing Your InvoicesReviewing Invoice Details3Use the Invoice details page to review the contents of the inv

Managing Your InvoicesReviewing Invoice Details344 September 2010 Invoicing User’s Guide

Invoicing User’s Guide September 2010 45Managing Your InvoicesReviewing Invoice Details3Opening Invoice Details From the Manage Invoice Page1. Log in

Managing Your InvoicesReviewing Invoice Details346 September 2010 Invoicing User’s Guide

Invoicing User’s Guide September 2010 47Managing Your InvoicesEditing Invoices34. Click a button to perform an action on this invoice. For example, cl

Managing Your InvoicesEditing Invoices348 September 2010 Invoicing User’s Guide4. Add or change the logo for the invoice.See “Including a Logo in Your

Invoicing User’s Guide September 2010 49Managing Your InvoicesExporting Invoice Information310.Edit or add shipping and discount information: 11. Edit

Invoicing User’s Guide September 2010 5ContentsMarking an Invoice as Paid . . . . . . . . . . . . . . . . . . . . . . . . .

Managing Your InvoicesExporting Invoice Information350 September 2010 Invoicing User’s GuideAdditional columns appear for item details, tax amounts, s

Invoicing User’s Guide September 2010 51Managing Your InvoicesExporting Invoice Information3–Tax total Discount amount row: Displays invoice identifi

Managing Your InvoicesExporting Invoice Information352 September 2010 Invoicing User’s Guide4. Click CSV above the invoice list.The Download your acti

Invoicing User’s Guide September 2010 53Managing Your InvoicesExporting Invoice Information3Downloading and Opening Invoice Activity1. Log in to your

Managing Your InvoicesCopying Invoices354 September 2010 Invoicing User’s GuideCopying InvoicesYou can copy an existing invoice as a quick way to crea

Invoicing User’s Guide September 2010 55Managing Your InvoicesSending Invoice Reminders3Sending Invoice RemindersIf you have not received payment for

Managing Your InvoicesCanceling Invoices356 September 2010 Invoicing User’s Guide7. Click Send Reminder.The Manage Invoices page displays a message co

Invoicing User’s Guide September 2010 57Managing Your InvoicesCanceling Invoices36. Click Send Cancelation.The Manage Invoices page displays a message

Managing Your InvoicesArchiving and Unarchiving Invoices358 September 2010 Invoicing User’s Guide5. Enter a Note to the recipient. (Optional)Note text

Invoicing User’s Guide September 2010 59Managing Your InvoicesArchiving and Unarchiving Invoices33. Click the selection box next to each invoice to ar

Contents6 September 2010 Invoicing User’s GuideAdding a Contact in the Address Book Page . . . . . . . . . . . . . . . . . . . .

Managing Your InvoicesArchiving and Unarchiving Invoices360 September 2010 Invoicing User’s Guide4. Select Archived Items in Filter by.5. Enter a date

Invoicing User’s Guide September 2010 61Managing Your InvoicesAbout Invoices and Shipping3About Invoices and ShippingThe ability to create shipping la

Managing Your InvoicesAbout Invoices and Shipping362 September 2010 Invoicing User’s Guide

Invoicing User’s Guide September 2010 634Managing Invoice PaymentsPayPal Invoicing automatically records payments made through PayPal accounts. You ca

Managing Invoice PaymentsViewing PayPal Invoice Payments464 September 2010 Invoicing User’s Guidepayment. Use this link to see more information about

Invoicing User’s Guide September 2010 65Managing Invoice PaymentsRecording Invoice Payments4Recording Invoice PaymentsInvoice recipients do not need a

Managing Invoice PaymentsRecording Invoice Payments466 September 2010 Invoicing User’s Guide4. Select a Payment method. 5. Enter a Payment date or sel

Invoicing User’s Guide September 2010 67Managing Invoice PaymentsRecording Invoice Payments44. Click View/edit details.The Mark as paid dialog box ope

Managing Invoice PaymentsRecording Invoice Payments468 September 2010 Invoicing User’s Guide6. Click Save Changes.The Mark as paid dialog box closes.

Invoicing User’s Guide September 2010 695Customizing Your Invoice InformationYou can customize what appears on your invoices by editing your contact i

Invoicing User’s Guide September 2010 7PrefaceAbout This Guide The Invoicing User’s Guide describes how to create and send invoices in your PayPal acc

Customizing Your Invoice InformationCustomizing Your Contact Information570 September 2010 Invoicing User’s GuideEditing Your Contact Information in a

Invoicing User’s Guide September 2010 71Customizing Your Invoice InformationCustomizing Your Contact Information54. Add or edit your contact informati

Customizing Your Invoice InformationCustomizing Your Contact Information572 September 2010 Invoicing User’s Guide5. To store this information, select

Invoicing User’s Guide September 2010 73Customizing Your Invoice InformationCustomizing Your Contact Information53. Click Invoice Settings.The Enter y

Customizing Your Invoice InformationIncluding a Logo in Your Invoices574 September 2010 Invoicing User’s Guide5. Click Save.Your updated contact infor

Invoicing User’s Guide September 2010 75Customizing Your Invoice InformationIncluding a Logo in Your Invoices5You can add or change an invoice logo wh

Customizing Your Invoice InformationIncluding a Logo in Your Invoices576 September 2010 Invoicing User’s GuideIMPORTANT: When you click Agree and Sav

Invoicing User’s Guide September 2010 77Customizing Your Invoice InformationIncluding a Logo in Your Invoices5IMPORTANT: When you click Agree and Sav

Customizing Your Invoice InformationIncluding a Logo in Your Invoices578 September 2010 Invoicing User’s Guide6. Select the logo file to use and click

Invoicing User’s Guide September 2010 79Customizing Your Invoice InformationIncluding a Logo on Your Payment Page55. Click Remove.The Add your invoice

Documentation Feedback8 September 2010 Invoicing User’s Guide

Customizing Your Invoice InformationIncluding a Logo on Your Payment Page580 September 2010 Invoicing User’s Guide5. Click Browse.The Browse dialog bo

Invoicing User’s Guide September 2010 81Customizing Your Invoice InformationIncluding a Logo on Your Payment Page53. Click Invoice Settings.The Enter

Customizing Your Invoice InformationIncluding a Logo on Your Payment Page582 September 2010 Invoicing User’s Guide

Invoicing User’s Guide September 2010 836Working with Invoice TemplatesInvoice templates allow you to create invoices faster. You store details about

Working with Invoice TemplatesAbout Invoice Templates684 September 2010 Invoicing User’s GuideHow Invoice Settings Relate to Invoice Template Contents

Invoicing User’s Guide September 2010 85Working with Invoice TemplatesAbout Invoice Templates6Working with TemplatesYou can create and edit templates

Working with Invoice TemplatesAbout Invoice Templates686 September 2010 Invoicing User’s Guide

Invoicing User’s Guide September 2010 87Working with Invoice TemplatesCreating Templates6This page looks like the Create a new invoice page except tha

Working with Invoice TemplatesCreating Templates688 September 2010 Invoicing User’s Guide6. Select the Payment terms for the template.7. To change the

Invoicing User’s Guide September 2010 89Working with Invoice TemplatesCreating Templates612.Enter a template name in the text box.13.Select Make this

Invoicing User’s Guide September 2010 91About InvoicingPayPal Invoicing lets you create and send professional invoices through email. You can save inv

Working with Invoice TemplatesCreating Templates690 September 2010 Invoicing User’s Guide4. Add or change the logo for the template.See “Including a L

Invoicing User’s Guide September 2010 91Working with Invoice TemplatesCreating Templates610.Enter invoice notes and text:–Enter Terms and conditions t

Working with Invoice TemplatesCreating Templates692 September 2010 Invoicing User’s Guide4. Click Templates in the Invoice Settings navigation list.Th

Invoicing User’s Guide September 2010 93Working with Invoice TemplatesCreating Templates611. Enter shipping and discount information: 12.Enter invoice

Working with Invoice TemplatesManaging Templates694 September 2010 Invoicing User’s GuideManaging TemplatesWhen you create templates, you save informa

Invoicing User’s Guide September 2010 95Working with Invoice TemplatesManaging Templates63. Click Invoice Settings.The Enter your contact information

Working with Invoice TemplatesManaging Templates696 September 2010 Invoicing User’s Guide

Invoicing User’s Guide September 2010 97Working with Invoice TemplatesManaging Templates66. Add or change the logo included with the template.See “Inc

Working with Invoice TemplatesManaging Templates698 September 2010 Invoicing User’s Guide12.Enter invoice notes and text:–Enter Terms and conditions t

Invoicing User’s Guide September 2010 99Working with Invoice TemplatesManaging Templates64. Click Templates in the Invoice Settings navigation list.Th