Create a PayPal Invoice Template for Quality Assurance Effortlessly

Paypal invoice template for Quality Assurance

hey ladies so i'm going to show you how to do um create your invoice yes so what you're going to do is you're going to log into your um your paypal account you're going to go to tools and go to invoicing then you're going to go over here and create new invoice don't request money that will be more like if you're requesting money from another consultant or something like that but if you're going to invoice a customer always do the create new invoice um this way you will get uh the reports um you'll get the shipping uh label status as well so go ahead and click that and then i'm going to go ahead and walk you through how to make a new invoice so we're going to go to create a template so up here it says my templates go ahead and go down to create a template okay in your pictures you want to go ahead and put the paparazzi logo or your picture that way they know who who it's coming from okay you're gonna also put your business information right here so go ahead and edit your business information to say who you are in your address um your phone number and then your email okay now what i normally do is i normally go down here and in description i'm gonna put five dollar five dollar paparazzi jewelry okay then you're gonna go ahead and leave the quantity blank you're gonna change the price to five dollars and then your tax you're gonna change it to the um your tax rate you're gonna do that by clicking the down arrow add a new tax rate then you're going to go ahead and type in your tax just make a name for it so i do port angelus for mine because that's where i live and then you're going to put the tax rate that you have okay so mine is port angeles eight point four percent okay then i'll automatically generate over here so say i have 10 items it's gonna generate it to fifty dollars okay if i have one it's gonna generate it to five dollars now the tax is added down here for port angeles four point eight point four percent of fifty two forty two cents and then your total is going to be five forty two okay so then i like to go ahead and just make your lines and create them how you'd like to make them so like right here i'll do one dollar start starlet shimmer jewelry those are a dollar and then we charge for the tax okay then i also like to go ahead and put hostess earned free jewelry i like to put on the invoice how much they've earned for free so if they earn 10 items i'm gonna put zero dollars for 10 items that's going to show them that they just got 10 items for free who doesn't like to see a zero on their invoice right so you're just going to go ahead and do that and then you just make the line items as you wish i when i first started i used to itemize them but i stopped because it became such a big hassle to type out tons and tons of inventory so i just do it this way okay if you want to you can add description if you want to okay so you're just basically getting your template here um going okay so down here in shipping and handling you're gonna go five dollars okay and then you're gonna go ahead and right here you're gonna go ahead and make a note so like i go ahead and put like thank you for your business or thank you for ordering and partying with me tonight and then you're just going to go ahead and just put in your little note to the recipient okay hope you enjoy your jewelry um once you receive your jewelry and see how fantastic it is um let's talk about having a party or something like that okay over here terms and conditions is where you can go ahead and put your return and cancellation policy um i go ahead and have a return policy of three days um uh a three-day return or cancellation policy um so if the items are broke or something like that they can contact me within three days of receiving it and then i'll see what i can do okay so you want to kind of elaborate on that then you're going to go ahead and save your template okay so because i've already got one i'm just going to go up here to mine so see i've got my logo i've got my business information here your invoice number is going to already generate okay your invoice number or your invoice date is already going to generate i always put due upon receipt for due date okay so when you actually get um the order already done we'll go ahead and make another invoice for that okay so just go ahead and work on the template for now and then we'll make another video for creating the invoice for a customer all right thank you bye-bye