Create Your PayPal Invoice Template for Enterprises Effortlessly

Paypal invoice template for enterprises

how to create an invoice on PayPal hey everyone how's it going it's juel talentino here from estino media and on this channel we show you how to create profitable content all right so I'm here in PayPal right now this is just a regular PayPal account this is not a PayPal business account they do look slightly similar but there's some things that are different so let me show you how to create and send an invoice once you are logged in and you're in the Home tab in the right hand area you can see here that it says create invoice if you don't use this or haven't clicked on it before you might have to click the more button and scroll down to see the create invoice option so I've got it right here so I'm going to click on it in this area you're going to see that it's on the new version of PayPal and at the time of filming this video it is 2024 February so you've got basically two sides going on on this side you're going to be entering in some information and on the right hand side is the preview so you're going to have three different previews you're going to have a PDF preview a mobile preview and an email preview okay so let's pretend to do an invoice customer name or email so you're going to need the email so if you don't already have this customer in here it's going to ask you create new customer and you just click the plus button here and then you're going to want to add in their name all right so once you've added their name you can click add you can add more recipients if you want if there's multiple people that need to see this invoice next here what are they paying for so you want to enter in what it is that you're going to be charging someone for because you need to send this invoice if you haven't added it in before you're going to see that it's going to say create new item and it's going to have the item that you've listed click the plus button again and it's now going to add this in from here it's going to ask you is this goods or services so for us we do online services like YouTube coaching or graphic design or website design or YouTube channel management so this would be a service a good would be something physical likely so I'm going to click services so from here it's going to ask you how many hours you did the service at what rate and the currency so I'm here in Canada so that's why it's set to CAD and let's say1 195 an hour is what we usually charge for a call so if you click this button right here a side popup window is going to come up and you can add tax a discount and the date so I'm going to x out of that you can put a description if you want I'll put something like this describing the service in more detail when you're done you can click add this ship items is toggled off because I don't need to ship anything you can click add more items if you have more than one item and if you make a mistake you can click X to get rid of the item if you have other charges or fees you can add them on on here it's going to have the total here here in add payment terms you can allow a partial payment so if you click that and let's say you only require $50 up front you would put 50 here and that would allow the person receiving to pay the minimum 50 or they still have the option to pay the whole amount here I would always always check this off allow tip so when you click this function it automatically has this thing that allows someone to give you an extra tip and this has been amazing when we've sent out our invoices we don't ask for a tip or anything all we've done was just turn that on and people have given us generously and it's crazy that people actually will put extra tip in there so you click save and then you can add notes or attachments so if you have any documents images anything like that in the notes tab I would write a thank you note to the person you're sending it too so I usually put something like that I'll put their name I'll say thank you so much Jenny looking forward to getting started you know make it personable they are giving you money you can add more things like terms and conditions a reference number if you have it a memo to yourself that doesn't get seen by the person that you're giving the invoice to I pretty much leave all this blank and again here with the attachments you can add a JPEG a gif PNG PDF you can only do up to five files and 4 megabytes per file I don't usually use this so you can see on the right hand side that you can see what the preview looks like you can do PDF preview mobile preview or email preview you can also edit the date and the invoice number and the do on receipt so if you click on it you can change all these three things I typically leave this as is so it generates its own invoice number the date that you're actually sending it and then typically do on receipt so you can click on the more actions tab and you'll see here it says share link to invoice save draft edit business info if you need to add or edit a logo and another cool thing is you can save this as a template so if you know that you're already going to be using this every month you're going to be charging some someone every month it's in your best interest to save this as a template so that you can just load it up the next time once everything looks good you scroll through typically I would just look at the email preview and the PDF preview if everything looks good then you can click Send once you send it an email from PayPal from you get sent to your customer the person receiving the invoice and then they'll be able to pay your invoice they don't need a PayPal account to pay an invoice you can have one or they you can just use your credit card once you send your invoice you can go to the invoices Tab and you can get there by clicking create an invoice and then just click the back button not sure why they don't just have an invoices Tab and then from here you will see your invoices that you've sent out and once the person pays it'll say paid so that's how you create and send an invoice through PayPal if you found this video helpful please let me know by hitting the thumbs up button that would be greatly appreciated thank you so much for watching and see you in the next video