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Create invoice in paypal for organizations

hey guys how's it going it's jewel tolentino here alright so in this video I'm gonna show you guys how to create and send an invoice through PayPal [Music] alright so we've been using PayPal since we started doing our entrepreneurial journey and it's how we send the majority of our invoices to our clients I like it because it's easy to use and I can send it to pretty much any country and in different currencies and you can pay if you have a PayPal account or if you don't and you want to just use your Visa debit card or credit card so when you're in PayPal you want to head over to the tools area and go to invoicing now if you haven't already set certain things up you might need to set some things up like your name address logo that type of thing from here you want to go to create invoice and then you have a couple of things you can update your logo here add your business information we've got the name address telephone number email website and then over here you have some other options like the frequency this is like once only if you want to send it every month every year every week every quarter custom we're usually sending it only once only and then they kind of generate this invoice number every time you send a new invoice you can put the invoice date I don't usually put in a reference number and then a due date so due on receipt or in 10 days on a specific day I usually just leave it at that and when you scroll down you can put the person's email and you can build multiple people you can also CC people like if they have an assistant or something and then down here you can customize the template as you want so right here this is it says quantity now I usually leave it at this but you can put hours like if you're billing by the hour or just the amount only and here in the add/remove detail you can it has here tax detailed description so this is the detailed description right here you can put a discount down here in this area if you want to show an item discount like over there you'll see I just added it but we don't typically have it in that section if we're gonna offer a discount we do it as a whole but you can do it per item you can also add the date as well I'm gonna remove that because we don't usually add that and then here the currency is what I like so we have a lot of us clients and so we bill in US dollars a lot of the time and it's really cool because they're you know they're able to pay in their currency and then when it reaches over to us it just converts because it they will be able to send money through a bank like because because we're in Canada if they were wanted to send money through email interact it won't work for us only people here in Canada can send us email interact I can't send one out to the United States and they can't send out one here so this gets rid of that problem with our international clients and then you can write the item description name you can add more if you have many items that you're paying for and you want to separate them and you don't want to do them as a whole and then like I said you can also do your discount in percentage or actual dollar amount and then you can also allow for partial payment so we've done this before where it's a larger amount and they want to do half now and then half when the project is done then you can do that so you can click on allow partial payment and then when you do it's gonna say okay well what's the minimum amount due front so let's say it's like a thousand dollars you would and then you want half then you would put five hundred dollars here and then when they pay the first half then it's gonna have five hundred of a thousand collected and then you'll be able to resend the invoice for the second part and it'll all be in one invoice together recorded so you don't have to actually create two separate ones so that's been a helpful thing that they've added also allow customer to add tip this has been awesome because you know we we add that in we don't say anything we just send the invoice and a bunch of times our clients will give us a tip now we didn't say anything about it we didn't ask them we just like just checked mark that and then we'll get extra sometimes which is like amazing next when you scroll down you can add a note to the recipient you know usually like thanking them also any terms or conditions that you have any attachments you can add as well if you have any images or files or anything like that and then you can also add a memo to yourself to remind you of what this invoice is so we usually take the description right here I usually take that and then I put that here along with like the name of the person or the company that we're billing so that I know it's for that person when you click preview it's going to show you preview of what your recipient is going to see with their invoice and then when you're ready to click the invoice you just click send and then it's going to email you a copy and then send them one as well and then when they receive that they'll be able to pay it right through here and then you will get an email notification when it gets paid so that is how you send an invoice through PayPal now you can do a couple of things on the invoicing page like if you want to edit something or remind so you can see if someone hasn't paid you can click the remind button and it'll send them an update email you can also go and edit something if you want to change price or change something you can click Edit or sometimes we use the record payment so let's say we send them a invoice through PayPal but then they end up paying a different way so they end up let's say we send it through PayPal but then they end up sending us a check or something or giving us cash then we can click record payment and document how they paid and it's still gonna be recorded here on PayPal alright guys so that was it for this video that is how you send an invoice through PayPal so if this video was helpful please let us know by giving us a like a comment or subscribe all that would be very much appreciated thank you guys so much for watching and I'll see you in the next video [Music]