PayPal Invoicing - 2010 Betriebsanweisung Seite 3
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Invoicing User’s Guide September 2010 3
Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Intended Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Revision History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Where to Go for More Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Documentation Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Chapter 1 About Invoicing . . . . . . . . . . . . . . . . . . . . . . . 9
What is Invoicing? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
What’s the Difference Between Request Money and Invoicing?. . . . . . . . . . . . . . . . 9
Invoicing End-to-End. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
What Does Your Customer See? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Accessing PayPal Invoicing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Chapter 2 Creating Invoices . . . . . . . . . . . . . . . . . . . . . .15
The Invoicing Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
What’s in an Invoice? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Creating Invoices and Entering Details . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
1. Accessing the Create a New Invoice Page . . . . . . . . . . . . . . . . . . . . . . 19
2. Entering Your Contact Information . . . . . . . . . . . . . . . . . . . . . . . . . . 19
3. Entering Recipient Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
4. Entering Invoice Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
5. Entering Item Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
6. Entering a Discount, Shipping Fee, and Invoice Notes . . . . . . . . . . . . . . . . 26
7. Finalizing an Invoice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Previewing Invoices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Previewing an Invoice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Saving Invoices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Saving an Invoice as a Draft. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Sending Invoices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Sending an Invoice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Printing Invoices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
- Invoicing User’s Guide 1
- PayPal Invoicing User’s Guide 2
- Contents 3
- About This Guide 7
- Intended Audience 7
- Revision History 7
- Documentation Feedback 7
- Invoicing End-to-End 10
- What Does Your Customer See? 11
- About Invoicing 12
- Accessing PayPal Invoicing 13
- Creating Invoices 15
- What’s in an Invoice? 17
- 5. Entering Item Information 24
- 7. Finalizing an Invoice 27
- Previewing Invoices 28
- Saving Invoices 30
- Sending Invoices 31
- Printing Invoices 32
- Managing Your Invoices 35
- About Invoice Statuses 37
- Searching Invoices 38
- About the Basic Filters 39
- About the Advanced Filters 39
- Reviewing Invoice Details 42
- Editing Invoices 47
- Exporting Invoice Information 49
- Copying Invoices 54
- Sending Invoice Reminders 55
- Canceling Invoices 56
- Archiving an Invoice 58
- Unarchiving an Invoice 59
- About Invoices and Shipping 61
- Managing Invoice Payments 63
- Recording Invoice Payments 65
- Customizing Your Invoice 69
- Information 69
- 3. Click Invoice Settings 73
- Changing Your Invoice Logo 77
- Deleting Your Invoice Logo 78
- Adding Your Payment Logo 79
- About Invoice Templates 83
- Working with Templates 85
- Creating Templates 87
- Setting the Default Template 98
- Previewing Templates 99
- – Click Save Template 100
- Deleting Templates 101
- Managing Templates 102
- Working with the Address Book 103
- Accessing the Address Book 104
- Editing Address Book Entries 110
- Searching for Contacts 114
- Deleting Address Book Entries 115
- Deleting Contacts 116
- Working with Saved Items 119
- Adding a Saved Item 120
- Editing Saved Items 123
- Deleting Saved Items 125
- Managing Your Tax Information 127
- Adding Tax Information 128
- Editing Tax Information 132
- Editing a Tax 133
- Deleting Tax Information 134
- Invoice Administration 135
- Invoicing and Reporting 137
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