Get Started with Our PayPal Invoice Example for Export

Paypal invoice example for Export

Hello, everyone, welcome back to my  channel, Jennifer Marie VO where I   teach you different ways that you can  make money online working from home.   So a lot of my tutorials focus on working as  a freelancer. And if you become a freelancer,   you will eventually get clients, and you'll  probably be having them pay you via PayPal.   So a lot of times, what you have to do is create  an invoice to send directly to your client for   them to pay in advance before you do the work.  Whenever I do voiceover or video editing work,   I always send an invoice and have that paid first,  it's a way to protect To me, this is if I'm doing   a job outside of a freelancing platform. But I  have some clients that find me and they find me on   YouTube, or they find my website. And then  they reach out to me saying that they want   me to do a video or tutorial or a voiceover for  them. And this is what I do to create an invoice. So once you log into your PayPal account, you  can see here at the top, we have quick links,   and you can click on either invoicing or request  money. If you want to send money to someone,   you could press send money, or you can go to  pay and get paid. So let's just click on that   tab here. And then here under invoicing, you  can go to create and manage invoices. So we're   going to click on that. And this will bring up  manage invoices. And here you can see you know,   this is a list of all the different invoices that  I have sent out. You can see if they've been paid,   and the amount as well. To create an invoice,  just click Create invoice and then invoice   and that will bring up this form here. So first of  all, you have a little spot where you can put your   logo. So for example, I'm going to click Remove.  And here you can see it says add company logo.   You don't have to choose one. But if you want  to make your invoice look more professional,   I definitely recommend you click Add company logo.  Then just locate your logo on your computer. I   will be creating a tutorial and teaching you how  to create logos shortly. Here, there's a tab that   you could edit your business information if you  want to add your phone number or something like   that or your website. But you also don't have  to add that information as well. On the side,   you can set the frequency. So let's say this is  going to be a recurring invoice. Let's say someone   is hiring you to do social media management and  you're going to be running their social media on   on their Facebook page or Instagram, you could  choose every month. And then you can see here   it says when you click Start series, we'll  send an invoice every month until you cancel.   Usually I do one off invoices because my clients  will hire me to do a voiceover or create a video.   So I'm just going to click once only. Here you can  set the invoice number and also the invoice date   you can select any invoice date, this invoice will  be sent today or on a future date that you choose.   And then here under due date, you can set when  they have to pay the invoice. So you could put   no due date due on receipt due in 10 days due on  date specified. And then select the date that you   want it to be paid by, I'm just going to click  due on receipt. And then here you can put in   your bill too. So an email address or a name.  So put here the email address that you want to   send the invoice to if you do not have a specific  email address, I'm also going to show you how you   can create an invoice link. And you can share that  link to your client and then they can click on the   link and pay it directly in PayPal. But for this  let's just put Joe black@gmail.com. So here we   have the Customize section. And you can put here  different details like quantity hours or amount   only. There's also a space if you want to add tax  a detailed description. So let's say for example,   I'm going to make create an invoice for a  voiceover that I'm doing for someone. So let's say   commercial voiceover two minutes. And let's say  it's one voiceover and I'm charging 120 USD.   You could also click Save item if  you want to use this item again in   future. And then you might also want to add  in a second item. So let's say I'm going to   do two different projects for this client. I  could put say a radio voiceover 30 seconds.   Let's say I'm charging 90 USD. And you can  see here that they have the total would be 210   US dollars. And you can add as many different  items as you want. Or if you want to erase them   you just click on the X here and that will erase  the the item. Here you have an option to allow for   partial pain. So your customer will be allowed to  enter any payment amount above the minimum until   the invoice is paid in full. So let's say I'm  going to let my client start paying, you know,   and instead of them paying 210 US dollars all  at once, they can pay $50. And then you know,   keep paying until the invoice is paid in full. And  then I also have the option to allow the customer   to add a tip. So if they were really happy with  my job, and I enable this, there's an option for   them to give me a bit of extra money. Usually  I don't enable this, but you can if you want.   And then here there's a note to the recipient,  so you could say thank you for your business.   And then you could also put in your terms and  conditions. So for example, I might put voiceovers   include one voiceover plus one round of revisions.  Here, you have an option to attach any files that   you might need to attach. And then there's also  an option for you to add a memo to yourself.   So your recipient won't see this. So maybe  you want to make some note about the client.   And then here, you can preview the invoice, you  can send the invoice or save it as a draft or as a   template. So let's click Preview. And you can see  here that this is what the invoice will look like.   Because we've given them an option to add a  tip, they could add that here if they wanted to   add a percentage. And then you can see here  the description, we have our logo or name,   we've got the date, the amount due, and we  have who it's billed to, and the description.   And if you're not happy with this, you can choose  Edit. So let's say I'm going to take off the tip   part and I'm going to click Allow partial  payment. I want them to pay at least $100.   Let's go preview. And you can see here that now  when the client will receive this, they have the   option to pay 210 right away, or pay the minimum  amount of 100 or pay whatever amount they want.   So now when you want to send the  invoice, you have two different options,   you can click Send, send via Pay Pal, and that  will send this invoice directly to this email   here. Or let's say you don't know the name of the  person, sometimes I do work for clients, and they   have multiple different people on their team.  And so one person wants me to send an invoice,   but then they will send that invoice to another  person who pays it. So I usually like to share   the link myself. So if I click share link myself,  it says copy and share the invoice link through   email, text or chat. Clicking copy will update  the status to unpaid. So once I click Copy,   this invoice has now been created. And now you  can see that all these other invoices that I've   sent out previously have been paid. And this one  here is unpaid. And you can see the due date.   So now you can go ahead and copy and paste  this link in your email if you haven't sent   it directly through PayPal, and then when your  client opens it up, they will get this invoice   here that's through PayPal so they know it's  secure. And they can go ahead and use their credit   card or their PayPal balance to pay the amount  and this is what the invoice will look like.   So once you send out your invoice, your client  will receive something like this asking them to   pay their invoice and they can go ahead and  view and pay the invoice that you have created. Now the other option that you have for  requesting money, let's say you went out   for dinner with a friend and they owe you $20 and  you want them to send you the money via PayPal,   you don't have to create an invoice for that,  you can just click on Request money under Quick   Links when you log into your PayPal account. So  here under request, you can request money from   anyone. So all you would have to do is type in  the email. So let's say I wanted to request money   from my friend, then just type in their email  and click Request from and you can add in as   many people as you want. And then click Next.  And then just put in the amount of money that you   want them to pay you. So for example, you can  put in your currency here. So let's say I want   my friend to send me 20 euro and you can add a  note then choose request money and then it will   say you requested however much money from  and then the email and that will be sent   to them. So it's just that easy to create and send  invoices and this is an important skill for you to   have when you start working as a freelancer and  clients start reaching out to you to have you do   work for them. So thanks again for watching. Make  sure to subscribe for more videos like this one   on how to become a freelancer and eventually  working your way to earning a full time   income working from home. Thanks again for  watching and I'll see you in my next tutorial.