A Comprehensive PayPal Invoice Sample for Customer Service

Paypal invoice sample for Customer Service

hey guys Welcome to our video and in today's tutorial I will show you on how you can send or receive invoices and PayPal this is a stepbystep guide so you should be able to follow easily so I want you to go ahead and open up the official PayPal website and from there you want to log in your account if you don't have an account yet it's easy to register in PayPal once inside PayPal you then going to see this section right here and inside you are going to see the create an invoice button you want to go ahead and click on it and if you cannot go ahead and find it inside this section you want to proceed to vend and request category and from there you want to click on more now inside more we have two options create an invoice or create your paypal. me profile in this video we are going to select the first one which is create an invoice customiz track and send invoices and inside this page you're going to see like template the currency the billing address items and descriptions and more for the first one as you can go ahead and see right here we have our template and if you click on this template it will brought up this popup menu we have amounts only hours and quantity you want to select the appropriate option for your invoices and right after clicking those options it will go ahead and refresh our page second one we have our currency of course you want to go ahead and select the proper currency for your invoice and for the next one we have the buil to you have the build to single customer or if you have multiple customer you can just go ahead and click on this button so right after you want to go ahead and click on this pop-up menu click on add new customer and it will take you to this page you have your first name last name business name email address code phone number country the address for that billing address shipping address and V invoice language and lastly you have your additional notes right here and so if you have multiple customers you can just go ahead and keep adding them by clicking on the add new customer for the second one we have the item name you can just go ahead and place your item name the description of that item the price and the txt you have your quantity the price and description you can also add multiple items or service if you want to and lastly we have our message to customer if you want to add a reference number you can just go ahead and click on this button right here and if you want to add some terms and conditions you want to click on this button so as an example we are going to add an example item and so after placing your item it will go ahead and browse through the receipts right here you have your sub tootal you have things like other discounts shipping other amount and finally you have your total you also have the payment options allow partial payment which is basically down payment and we have the allow tip if you want to know about more you want to click on this question mark button your customers can pay partial amounts until the invoice is paid in full you can also set a minimum amount of du so you have your invoice number invoice date and the Jew you have no Jew date on specific date in 10 days and more and lastly you have your profile right here you can just go ahead and click on this drop down menu to click on your profile and you can also go ahead and add a logo and so guys if you click on the three dots right here it will go ahead and share this link to an invoice you can also go ahead and save your draft or save it as template and lastly if we click on this button right here it will take us to the customers's perspective right here this is the billing format you have your invoice from me I have my address right here you have your price and basically you have your selected payment method so guys in that way you will be able to send invoices here on payal if this video has been helpful for you please consider by liking and subscribing I'll make sure to see you again next time I'll make sure to see you again next time and as always thank you