![]() Once you create an invoice, you can save it as a template and use it over and over without having to start from scratch: just enter the new client and price and you're good to go. You can also preview the invoice before you send it to make sure the format looks correct and all the information your client needs is displaying. You can also choose to add a discount or a Partial Payment Option Then you can enter detailed information and amounts and PayPal does all the math for you. ![]() Your charges: You can set this up by an hourly rate, a quantity, or a set fee. You can also add a billing and shipping address and email address if you want PayPal to send the invoice and reminders via email. Your client information: You'll at least need a name here. This way, you can avoid overlapping numbers or having to change your system. Your invoice number: If you're already creating invoices somewhere else, you can enter the next invoice number and PayPal will start numbering based on that information. To view the invoice, the customer clicks the invoice link in the email. Optionally, merchants can share the invoice link in an email they send to their customers. The merchant sends a draft invoice and PayPal emails the customer an invoice link. Your business information: You can include your phone number, email address, mailing address, and tax information depending on what your client needs. How it works The merchant creates a draft invoice. Your logo: This is a great way to make you invoice recognizable and add your brand into it. You’ll need API credentials to connect your PayPal account to your platform so you can integrate PayPal Invoices with your site.Here's what you'll need in order to send an invoice: With a single integration, you can connect PayPal Invoices directly into your order management system or website. Its worth knowing about because it helps. How do I integrate PayPal Invoices into my website? PayPal Invoicing is a free professional tool that enables you to create and send detailed invoices in minutes. See monthly, quarterly and yearly sales trends at a glance. Then choose Download from the actions displayed. With the PayPal Business app for iPhone, you can: Make and send invoices quickly with an easy-to-use invoice maker. How do I download invoices for my business records? To download single or multiple PDFs for your invoices, hover over one or more invoices in your list and check each box. If your customer wants another copy of the invoice, you can share a link to the paid invoice or create a PDF to send or print. If you’ve already sent the invoice, you can add a memo on the invoice’s details page.Ĭan I give my customers a receipt? When your customer pays a PayPal invoice, they automatically receive a payment receipt. ![]() Recorded payments appear in the activity of the invoice’s details page along with any notes you’ve entered about the payments.Ĭan I add notes or memos for my records? To add a note to your invoice for your own records, click or tap the More Options link while you’re creating an invoice. You can also record an offline partial payment if your customer made a deposit or paid an installment. Tap the More icon on invoice details and cancel it.Ĭan I record payments made outside PayPal? If your customer pays by cash, check, or another offline method, you can record the payment from the invoice details page. On mobile, find the invoice from your list. You have the option of sending your customer a notification email about the invoice cancelation. To cancel an invoice on the desktop experience, find the invoice in your list of invoices and click the More Options icon on the right side of the screen. When you cancel a sent or shared invoice, your customer won’t be able to pay it. You can delete draft invoices you no longer need on the invoice’s details page or in your list of invoices. You can also archive any paid or canceled invoices. If you choose to use your PayPal balance (instead of a bank account or credit/debit card) to pay your invoice via PayPal, keep your balance above the amount due. ![]() ![]() To keep your list of invoices easy to use, you can archive any invoice that you’ve created, sent, or shared. ![]()
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