Explore a PayPal Invoice Example for Customer Service that Simplifies Your Billing Process

Paypal invoice example for Customer Service

hey guys Gladys here so in this tutorial I'll teach you how to create and send a PayPal invoice to easily and professionally request money in exchange for your goods or services so just to give it a little bit of context how does a PayPal invoice work so a people invoice is a billing service that gives you the ability to bill and receive payments from your clients or customers through their emails so the good thing about people invoices is that the clients where customers will be able to pay you directly using their credit cards or funds that they have in their PayPal accounts so ya descend a PayPal invoice of course you need to have a PayPal account then we need to go to paypal.com log in to your account and you will be redirected to this page right here which is the summary page of PayPal so to create an invoice click this button right here under the seller tools which is the manage invoices button and then once you're on this page you click the Create invoice button right here and then by default the template that people will let you use is the amount only invoice template so let's use that for this example so this is my business logo by default there is no logo here but if you want to upload your logo feel free to do so by clicking update and uploading it and you can also input your business information right here if you - so anyway now for the frequency if you're going to send the invoice just once then pick once only and then for the invoice number people will automatically fill this out so if it's going to be your first invoice that you're going to send the client or customer is going to be 0 0 0 1 and so on now for the invoice date they put by default today's date so today is April 11 so they put April 11 right here and for the reference number you can you can fill this out or just leave it black it's up to you and for the due date it depends on you but for me when I send invoices to my clients I usually make the two-day test you on receipt so that means that once they receive the invoice they can pay it right away because it is due that day so for this section the bill to section this is where you will put the the the email of your client or your customer so that's percentage this is our client for now now for example oh by the way this is important if you're going to if you're going to price a service in u.s. dollars please do not forget to set the denomination as USD because the denomination here it depends on over on which country you are in so since that I'm from the Philippines it's by default in Philippine pesos but since I bill my clients in u.s. dollars so I'm gonna pick US dollars right here then let's say that service that I'm selling is LinkedIn lead generation service and I'm billing them by month so five months let's say that the price is 750 dollars I'm gonna put put it right there and by the way people it has fees to use their service so if you and your client agreed that they will shoulder in a paypal fee then you can use this online tool which is the paypal fee calculator by design ill calm I'm gonna put this in the description box so that you can you can try it if you need to so to calculate the paypal fee that you are going to include in the invoice I'll enter the amount right here that you want to receive so in this case it's 750 and then click calculate fees and then right here you will be seeing the total paypal fees that you can include in the invoice so in this case it's thirty three point thirty dollars I'm going to paste it here then I'm going to indicate that this is the paypal fee all right so now we have two lines the service charge I mean the the amount that we charge for the service and then the paypal fee amount which the client equate the shoulder in my case so the total is going to be 783 but you are not going to receive this amount because what you're going to receive is the service I mean the the amount that you want to receive based on how you calculated it right here so if you want to allow the customer to add a tip you can check this box right here and if you want to allow partial payment you can also check this one and then if you have any notes to the recipe to the recipient you can put it in this little box right here and also for the terms and conditions we have a section for that as well so in this sample I think that's pretty good so let's hit preview to see how it looks like before we send it so check if everything is good and if you think that the invoice is ready to go you can hit Send right and once you hit Send it will be sent to the email of your customer or a client and that's it now if you want to remind the customer or the client you can do so by clicking here or if you want to you know share the link to the invoice you can do by clicking more and then share link then you can copy the link and send it to the client in case that the client didn't get to see the email that you just sent earlier so that's it