Create a Seamless Workflow with PayPal Invoice Example for Teams

Paypal invoice example for teams

hey guys welcome back to the business of art we are going to go over sending an invoice via PayPal today and that's what I use what I recommend but you can definitely use anything else that you want and it's all going to be probably a fairly similar layout if you want to send invoices via Square and whatnot as well and so first of all just to get here you would log into your business account on PayPal and then you would go under tools invoicing and that will give you this tab here and you click on create invoice so that will show up this this is basically a blank invoice template so first thing you'll want to concentrate on is your business information here you can add a logo as I have done here and then here's your business information why this is important is because it's what's going to show on the invoice so let's say we click on preview here as you can see it has my name my address and email and whatnot like that if you want to include a phone number you can etcetera you would also for that go to tools and then to business setup and that's kind of for your general default settings but you can also change things right from here if you just click on edit so like I had my phone number showing on there I didn't want that to show so I changed that to don't show on invoice I added it makes media girl here and the painter in you I have two businesses which I use this for so it gets a little convoluted at some point I'll have to separate them but website etc and then you can pick what you want to show on the PayPal invoice there alright then we go over here to frequency this is actually a new function for PayPal so this is if maybe someone's doing a monthly payment for something it you probably wouldn't use this frequently especially if sending invoices for a painting right but let's say you develop some sort of a membership you could use this this function here so it would send them an invoice every week every month etc invoice number here it will automatically do that for you so you can just leave that and it will go to the next number automatically and voice tape is just simply gonna be the date that you created there if you have any sort of reference number I generally leave that blank and then due date if the persons planning on paying you at a specified time then great otherwise I just leave it at do on receipt okay so now bill to you can add customers in here but we're gonna just go ahead and I'm gonna send this to myself and you can have a CC address here so this is just assuming that someone wants to buy a painting from you I'm going to keep it pretty simple all right so let's do twelve by twelve custom mixed-media painting for instance quantity they're buying one of them and it is five hundred dollars okay now taxes you're gonna have to figure that out yourself I cannot legally tell you what to do on that but if you're in California generally you would charge a California sales tax so I am in California and I'm selling to someone in California so I would put that in there um however you can also waive that in other ways so let's say discount 10% so the tax is $40.00 but I'm going to give them a $50 discount let's just say now let's say I'm not delivering it to them and they're not picking it up so I'm going to include shipping in here alright and then you can add more details if you want on here so custom whoops painting by mixed-media girl for instance okay and if they're buying multiple things you can add more line items etc for now we're just going to do the one now if the person's doing a payment plan and you're fine with that or maybe a deposit down on a custom painting for instance I would still send them the invoice for the whole thing and then you can do here allow partial payment so it so it's a 50% deposit so you can put in $250 in there so that way they have the invoice for the whole amount but they're able to just put a deposit down of $250 for instance and I always click allow customer to add a tip because why not you never know if they will add a tip or not that could be an extra 10 20 30 dollars in your pocket I always have that option so this is a note to recipient you Kip would generally keep that simple like thank you for your purchase enjoy or something simple right terms and conditions this also depends on what you're selling exactly but let's say a custom mix medium piece right so I would include something like up to two revisions allowed no refunds right you'd probably want to say it a little nicer than that but that's like the gist of it things that you could include in terms and conditions right and then you can preview it so this is what its gonna look like to the customer so it's gonna have amount do five hundred and ten dollars and fifty cents that includes the tax and the shipping is your notes it has your terms and conditions it has all that okay so now you're previewing it and at this point you can either send it you can edit it or you can print it whatever so if you if you do you know invoices in person for some reason you could print it or if you put them in a file and then if you go back to edit you can actually save as a draft so let's say you're not done with it and you're gonna come back to it later save it as a draft and then you can also save a template if it's something a frequent price or whatnot that you have like let's say I sell a ton of these at this price right then I could include that as a template so that I didn't have to input all of this information every single time so that's just another option and I think that's pretty about it you can go to manage invoices etc I'm gonna just show you one other thing so let's save this as a draft all right now I'm gonna go to my invoices here okay so you see the draft that I saved here and I did one other earlier one here I'm from here you can edit copy you can cancel it you can delete it etc you can do all kinds of things so this would be your list of invoices I'm not gonna scroll down for my own customers privacy so but you'll you'll be able to find it there and you could go ahead and edit it from here as well if you saved it as a draft so that would be tools invoicing that same button okay guys so that's about it on this I hope that was helpful please don't forget to subscribe if you haven't already let me know if you have any questions and I will see you next time