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Paypal invoice example for Production

hey guys so I'm gonna teach you guys how to set up a template for your invoices is this gonna make it a lot faster and a lot smoother for you when it comes to invoicing time so all I did was I bugged into PayPal and it clicked on create an invoice as you can see right up here it says create invoice right and then right below it it says my templates currently it's set to sparkle shock a standard invoice and I'll show you what I have on my standard in waste so I have it set to automatically include my four dollar shipping and then found here I have my notes to my recipient thank you so much for supporting our small business invoices are due within 24 hours make sure that you confirm your shipping address when checking out this is the address your package will be mailed to and then I have my terms and conditions this is where you're gonna put anything that applies to exchanges returns broken pieces or whatever and mine is posted in the group because they're welcome to just copy and paste that and the other thing that I have is I have it saved I have all these little categories saved in here and these are my little tester ones that I just created to make sure I knew what I was talking about so normally when I'm sending an invoice I just click on jewelry and then I tab over and I select the date and then I enter the quantity let's say they've got five pieces when I hit jewelry then it automatically filled in the price this is five dollar jewelry and then it automatically filled in my tax rate so I'm gonna show you guys how to do that so that this is all you have to do and I'll I'll make another one to show you guys how to build multiple customers but for now I'm gonna show you how to create a new template so right here at where it says my templates you're gonna click that little drop-down arrow you need to do this from the desktop and then scroll down to where it says create new template click on that and now you're set up to create a template so you have changed up here in the corner so what you're going to do is first of all you you're gonna create your line items so I'm gonna create a new one just like we did bananas and pickles we're gonna make cookies okay we're gonna make cookies a line item that we're gonna have saved so you're gonna enter the description of item and it's gonna be like you could do necklaces bracelets earrings whatever if you wanted I say just jewelry and I keep it super simple so you're gonna click cookies and then pull up here is where you're gonna be able to edit if you want to change the quantity or if you want it such hours or amount only whatever I choose to do quantity that works good for me I can add or remove detail like tax detailed description stuff like that so this is we're gonna customize all these fields that you see right here is by using these little drop-down menus so I just put cookies now I'm gonna enter the price of the cookie so I'm gonna click in there and I'm gonna say it's $1 so cookies are normally $1 and then I'm gonna add my tax if I need to create a new one I'm gonna click add new tax and then I'm gonna enter the tax rate so and you're gonna name it whatever your state tax days okay so we're just gonna call it cookie tax cookie tax is 10% and then hit save hmm now this little button right here is gonna pop up and you're gonna click Save item now it's been saved to your catalog so when I come down here and I start to type cookies it pops up and watch what happens watch these fields over here I click on cookies and it automatically fills in ice and the tax for me so and then I'm just gonna delete that one okay so i just have one cookie Emma 10% tax now I need to make sure that my shipping is saved in here so I have a $4 shipping fee so I just enter my amount here I'm gonna select whether or not I'm charging tax on shipping that's the dependent on where you live and whether or not you're supposed to and then I'm gonna enter my note to my recipients and my terms and conditions when I'm done entering all of those things and everything looks correct up here you don't need to enter any addresses any emails or anything right now that's only for when you're actually sending the invoice up here you can edit your business information so that it shows who its shipping from and that kind of and you can add a little logo and all of this will be saved so that you can use it again so once you're all done you're just gonna click Save template and it's gonna ask you to name your template so we're just gonna cook the tester and if you want it to be your default template the thing that it always automatically switches to and you're gonna click right here because it's my default template okay I don't want this to be my default so I'm not gonna click it but after I've named it then I'm just gonna click Save there you go and now it's saved for me to use up here in my templates it will always show cookie tester if I need to send out a cookie tester in ways I can otherwise this one is going to still be my standard default invoice does that make sense so I hope that this was helpful for you you have questions drop them below in the comments I'm happy to answer them