PayPal Invoicing - 2010 Betriebsanweisung PDF herunterladen (Seite 83)

Invoicing User’s Guide September 2010 83

Working with Invoice Templates

Invoice templates allow you to create invoices faster. You store details about invoice items,

prices, and standard tax rates in templates that you can use as a starting point for invoicing

your customers.

Read the following topics to learn about creating and managing invoice templates.

 “About Invoice Templates” on page 83

 “Creating Templates” on page 87

 “Managing Templates” on page 94

About Invoice Templates

An invoice template contains values that you frequently include in an invoice. Using a

template saves you time when you create an invoice by pre-filling invoice fields. For example,

if you typically sell two taxable products together, you can create a template that contains the

two items and their applicable taxes. Each time you have an order for those two products, you

can use this template to enter the item information for you.

You can save the following information in an invoice template:

 Your contact information, including your logo

 Payment terms

 Currency

 Item information: Item name, quantity, unit price, tax, description

 Discount

 Shipping/handling

 Tax on shipping

 Terms and conditions text

 Note to recipient

 Memo

In the Create a new invoice page, you can see a list of the available templates in Select a

template. When you first open the Create a new invoice page, the only template listed is the

PayPal Default Template. As you add templates, they become available in Select a template.

You can specify which template to use as the default in Invoice Settings.

You can create a maximum of 50 templates.

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PayPal Invoicing - 2010 Betriebsanweisung Seite 83