PayPal Invoicing - 2010 Betriebsanweisung PDF herunterladen (Seite 17)

Invoicing User’s Guide September 2010 17

Creating Invoices

Creating Invoices and Entering Details

4. Send the invoice to your customer.

After you enter and review the invoice, click Send. PayPal sends an email notification to

your customer about the invoice.

See “Sending Invoices” on page 31 for instructions.

5. Manage your invoices.

After sending an invoice, you can check the status of your invoices, send reminders to your

customers, manage invoice payments, and research invoices in the Manage Invoices page.

You can also review invoices in your History page.

See “Managing Your Invoices” on page 35 for instructions.

What’s in an Invoice?

Invoices contain the following information:

 Your contact information: Your name, email address, street address, phone number,

company name, and a logo.

 Invoice recipient (your customer) information: Email address (required), billing

address, shipping address, and business name.

 Invoice information: Invoice number, invoice date, payment terms, and due date.

 Item and invoice details: Name, date, quantity, unit price and tax for each item, discount,

shipping amounts, terms and conditions, and notes to the recipient.

 Memo: Text to track with the invoice.

When you create an invoice, the Create a new invoice page accesses information from your

Account Profile and Invoice Settings to pre-fill some of the fields. As you enter invoice

information, additional Invoice Settings are available to help speed up invoice entry. For

example, if you save tax rate information in Invoice Settings, you can select a saved rate to

use in the invoice.

Creating Invoices and Entering Details

You can create an invoice right away using the PayPal Default Template. You can add your

own templates later or save your current invoice to use as a template.

As you create an invoice, you can choose to save some of the information in your Invoice

Settings to reuse at a later time. This information includes some of your contact information,

your logo, recipient contact information, invoice line items, and tax amounts.

You use the Create a new invoice page to enter invoice information. The following

illustration shows the Create a new invoice page as it appears the first time you open it.

1 2 ... 12 13 14 15 16 17 18 19 20 21 22 ... 137 138

Keine Kommentare

PayPal Invoicing - 2010 Betriebsanweisung Seite 17