Collaborate on Paypal Invoice Example for Product Management with Ease Using airSlate SignNow

Paypal invoice example for Product Management

right in this video i show you how to create an invoice and how to find your invoices once you've created them or if you have already created them and you can find your invoices you've logged into your paypal business account and you either click on pay and get paid or if you've already created invoices or you want to create invoice you go to invoicing it doesn't make any difference you can it doesn't make any difference you can go either way so if i just press that get paid pay and get paid here under that you have wallet invoicing make payments accept payments and you can choose any of those categories and do your business on the invoicing you can create and manage invoicing this video is just about invoicing so i can't i don't want to go through all those things that'll be hours and hours of talk so just invoicing under here you can press create invoice now under that there is a drop down estimates or patch invoice update or money request so you just choose for instance invoice create invoicing and here at the moment i've uploaded my logo you can upload your own logo here where it says your business information and you can edit that and you can put your own address or name of the business whatever you want phone number email address invoicing to the person that you want the email address and you can even email it to yourself so you know the invoice has been sent this is automatic invoicing and you can make series of invoices so it requires every it's a recurring invoice you can make recurring invoices or series of invoices so it requires every month or every quarter every six months whether you can customize it so to do that you go here frequency once only or every one week every one month every one year every quarter or custom and then you can customize that here and put the date start date here repeat every one month every every day every week every month every year or every two months every three months or whatever you want and ex ending or expiry date and you put after so you say start here end it after this date after the five not five occurrences or six occurrences or ten occurrences whatever you want and then save it and once you've done that that's done that part is done your logo is uploaded your business information is there and the person who gets it the email address and maybe yourself or somebody else whoever you want and then you come here you customize what what you want to say here you know is it quantity is it hours because of the hourly work that you've done amount only whether details uh other details like taxes detached you know you can remove these things or add add or remove from the invoice like tanks and stuff and and the currency so for instance i have tax here if i just go here and on take that the tax is gone from there or so you don't need to show that to your customer or you want to show it you just put it there that's up to you and the description you put down here the item name and the description maybe whether you want to describe your item that you've done or you're selling services whether the price and if you have any discount or shipping cost or whatever and then close there allow partial payments so it allows the customer to make partial payments and allow customers to add a tip and basically that is it and if you want to add any notes to recipient or any terms and conditions or add any attention files and once you've done that you preview it and then once it's done that then you can send it now if i go back to edit and you know if you made recurring payment like i did at the beginning i said custom let's say after four occurrences then stop then you have another button here it says start series that starts the series of the invoices which will be issued and sent automatically to the recipient now this is done you could after you've done that and everything is done you can save it as a draft or you can save it as a template once you've done that if you want to go back and see your invoices or manage them you come on the account to the same page and get paid and create invoices and manage invoices you go there same just to begin just start from the beginning basically just to show you if you if you just logged in and started fresh you just come under this button it says manage manage invoices manage recurring series manage estimates so if i go under manage at the moment i've gone on the invoices and as you can see there is no invoices i don't have any voices but i have i know i have a recurring series that i can go under this if i go under that and click there it'll show me the series of recurring invoices which i have here and then you can click on that and view them or edit them do whatever you cancel them or close them do whatever you want that's how you find your invoices so this is basically how you create an invoice whether it's a one-time only or series and you can manage your invoices that way thank you