PayPal Invoice Example for Businesses that Transforms Your Invoicing Experience

Paypal invoice example for businesses

all right so once you get your PayPal business account set up what you're gonna want to do while you wait for your inventory to arrive or maybe authority here is go in and get your items your Styles added to your PayPal so that when you invoice I'll show you in a second here you'll be able to invoice really easily and everything will be pre-loaded so you're not having to enter every single item in as your invoicing it makes it a lot a lot quicker process so there's two ways that you can enter new items from the beginning from the get-go one of the ways is when you go in here to your tools then invoicing which you can actually create your favorites here if you click on tools in the beginning you'll be able to pick your favorites my invoicing is always at the top here and go to invoicing which will bring you to your invoicing page where you can manage them you can click on items here this is going to be basically where all of your Styles are listed and the price you can go in and edit them here or add them so if you choose to go in here this actually takes a little bit longer I think to do it this way but I just wanted to show you both ways you can click add new item itemname which over here you can see is a door tunic I did and type in the item name if you want to give it a description you can I haven't this will show up in the I'll show you where this shows up in a second here and then you can do the price I wouldn't do any tax because text is different based on where you live and so many different things I would talk to a CPA and figure out how you do your taxes but item name description if you want and then the price and then you'll hit save and it'll pop up right here the other way to do it is to actually go to an invoice and I'll show you how to create an invoice too as we do this so once you actually have somebody that wants to order something you'll go in here to your PayPal square I mean this is PayPal if you choose to use square I'm sure it's similar but I don't need a square so I can't teach on that click create pretty self-explanatory but once you get in here and you'll scroll down and you'll start with putting in their email once you put in their email oh I don't even know will put in my my personal email the first time you enter somebody's information in their email it's gonna say add customer details what I do is I click on here and you can do first name me me me do that first name and last name that's usually all the information that I do and then I hit save so when you go to invoice them in the future their information is already saved so you can just type in their name and it'll pop up let me show you what that looks like katie is a normal name alright common name so you can see all the Katie's that pop up so then you would be able to just select a katie so that is how you start your invoice down here you'll start typing in the items so this is where I could type in ad or if I spell it right a door and all the adores will pop up so then I would be able to select the size of the ador and the price will already populate and I can change the quantity if they got more than one and I can go down here and I can add the next item let's say they got a cold-shoulder cold-shoulder will pop up extra large price already ready to go so this is where then based on I can change the taxes per each individual that's ordering depending on down here you can add any discounts if you want or your shipping your shipping costs so back when we were on that initial page of items where you could add items and it talked about the description this is where that description would go underneath the door any description that you put in there would pop up right here so I don't do by color or anything I just do by style and then size so the other way to add new styles to your items history would be just to go in here to an invoice and actually type it in so you could type in style and then you can type in the price and if you're actually little penny save item it'll save in here it says items saved to catalogue so now when I type in style it'll pop up right here so automatically save when it did save as a dollar so if I were to go in now and let's say that I want to change the price on one of the Styles let's say the says we have had a markdown now in the pullovers the pullovers used to be 56 it's now there 44 I'll show you how you can actually change the price on an item if that were to ever happen so I would just type in whatever it is that I wanted to change sorry for my dog barking and then I would change the two and it would say update item and then you just hit update and it's saved to catalog so now when I go in here to style if it's about right sit it's now 2 so as far as like invoicing that is how you'll invoice you can delete over here if you want you can customize these so what I did the first time is you can add a photo here so put my logo here and then at the bottom I've filled out a note to recipient which will show on their invoice at the top and then the terms and conditions I have my return policy here and I make sure that I have that in there and then what you can do is you can go oh it's at the top here - I see save as draft or save as template so you can save it as a template and then you'll be able to title it and then every time you log in here to do an invoice you can have it set as your default so every time you come in here this information is already in here ready to go so you don't have to add it every single time so that is how you add items and then that is also how you will send your first invoices once you send an inverter once you're done filling out the invoice you can hit Send up here and it will go back to that first screen that we were on it will show up right here right here okay and they'll all be listed I just don't want to show all of my customer information but if you want to cancel any you would just click or remind you can remind them so you can do batch reminders if you just select them over here there's batch actions that you can do remind cancel or archive or individually you can change information on here you can remind them edit copy record payment print PDF share link so if they didn't get it this is an easy way where you can just share the link copy it and send it to them in an email or in a PM or whatever also you can cancel it here if they're not paying and it'll send a cancellation email so that is how you do your PayPal I think I got it all how to enter items how to send an invoice and then customize your default templates that was pretty much it if you need to search somebody you can either search by email or name to find somebody or you can do unpaid by clicking on Said's these are the ones that I used unpaid and all alright good luck happy spelling