PayPal Invoicing - 2010 Betriebsanweisung Seite 6
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Contents
6 September 2010 Invoicing User’s Guide
Adding a Contact in the Address Book Page . . . . . . . . . . . . . . . . . . . . . .107
Editing Address Book Entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .110
Editing a Contact. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .110
Searching for Contacts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .114
Searching for a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .115
Deleting Address Book Entries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .115
Deleting Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .116
Chapter 8 Working with Saved Items . . . . . . . . . . . . . . . . . 119
About Saved Items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .119
What’s in a Saved Item?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .120
Adding a Saved Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .120
Adding an Item in an Invoice. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .120
Adding an Item in Invoice Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . .121
Editing Saved Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .123
Editing a Saved Item. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .123
Deleting Saved Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .125
Deleting a Saved Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .125
Chapter 9 Managing Your Tax Information . . . . . . . . . . . . . . 127
About Tax Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .127
Adding Tax Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .128
Adding Tax Information in an Invoice or Template . . . . . . . . . . . . . . . . . . . .128
Adding Tax Information in Invoice Settings . . . . . . . . . . . . . . . . . . . . . . .130
Adding Tax Information in a Saved Item . . . . . . . . . . . . . . . . . . . . . . . . .131
Editing Tax Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .132
Editing a Tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .133
Deleting Tax Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .134
Deleting a Tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .134
Chapter 10 Invoice Administration . . . . . . . . . . . . . . . . . . 135
Managing Your Invoices and Payments . . . . . . . . . . . . . . . . . . . . . . . . . . .135
Maintaining Your Invoice Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .136
Adding Users to Perform Invoicing Tasks . . . . . . . . . . . . . . . . . . . . . . . . . .136
Invoicing and Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .137
- 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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