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Paypal invoice template for Research and Development

hi everybody I'm Samantha from lemon in the sea where I helped create its in small businesses stand out online and find what makes them unique today I'm doing a quick video post on setting up a PayPal invoice I use PayPal to bill a lot of my clients because it's a great trusted source for payments and it's really easy to set up customer invoices that look nice and reflect your business I'd like to use these to create things either that I'll email directly choose them from PayPal I can download them and mail them or send an email so it's a really flexible system and then if someone pays online get automatically accounts for that payment and if they pay offline I can add in they paid by a check so I'm going to share my screen and show you how I do this okay so the first thing you want to do is log in to your PayPal account and you need a PayPal business account to do this but that's pretty easy to set up now on this first page it actually has this online invoicing so you can email invoices to your customers you can also get to this through the summary page and then go to invoicing here so in order to do new invoice I just click on create invoice and I can either do it by quantity hours amount only or create a template so let's say I was charging hourly which I don't really do very much anymore it's going to automatically assigned an invoice number based on the previous number that you use and if you need to update that you'll just type in the new number you can update your image that will show up so I'll use my logo here and your business information as well so you can around these details and tell it which to show and which not just show so I can show my email or not I can show my website my phone number a fax number anything that I need people to know then here if I had hours so I might describe this as graphic design consultation that's not really something I do but it just gives you an idea well let's say I did this for two and a half hours I just add that in and I charge $60 an hour so it automatically adds that up here you can also enter in a more a more detailed description here and say with lemon and C and grand style guide provided you can also add rows automatically add them up and then you have a subtitle here at the bottom you can change this and at a discount of a percentage for a dollar amount and then it automatically does that you can add a note or your terms and conditions you can attach some files you can allow for a partial payment here and just tell them okay well I need you to pay at least $50 now and then you can do the rest later you can just add anything that someone might need so the invoice number the invoice date the PIO or the reference and then your terms so when is it due then you can save it as a draft save it as a template or report a payment and this is where you could go in if someone sent you a check in the mail and tell them tell the system that they paid you here you need to add the bill to information so I'm just going to add my name here so you can edit thirst and dance details or if you go to address book you look up people you already have you can add any of this information that you have whatever you might need it's a billing address any of that and then what you can do is send it so you can send this and it will automatically send it to the person it'll show up here until it's sent you can remind them and send another email you can record a payment here so say I paid this one it'll come up and I'll be able to tell it how so I could write a check and then write a note with the check number and the check date in here so that's just a really easy way to set all this up and record it in your own system so I recommend that if you are using PayPal especially if you're using like the Buy Now buttons on your own website and directing people to PayPal anyway this is a really easy way to sort of keep track of your invoices you don't have to then go in and create a custom invoice every time you don't have to do all the additional by yourself this is a really simple way to let them attract the money they when they accept a payment through their credit card system they automatically take the fees out and can mark it as paid for you so it's really easy to use and it's something that I like to do so that I can keep track of everything in one place and if I need to create something a little more custom I'll just use the next invoice number and then I'll skip that one in here so that it gives me the exact accounting and order that I need thanks for joining me today I hope this helped and that you'll be able to apply it in your business I hope that you join me for some more business advice that's going to be coming up on the blog soon