![]() ![]() Click "Save as Template" and give the template a name if you want to use this invoice as a template in the future. You can also add a note to the recipient, as well as any further terms and conditions, into the input boxes in this section.Ĭlick the yellow "Send" button to send the invoice to the recipient. If necessary, add shipping costs and shipping tax in the applicable input fields. After you complete Step 3, you will have a Billing Agreement id which needs. Select "Add Tax" from the pull-down menu if you need to add sales tax to the invoice, then enter the tax name and rate into the popup window.Ĭheck the subtotal and total information, which PayPal automatically calculates from the information entered elswhere on the page. You first need to set up PayPal Express Checkout in your website (Step 1, 2 and 3). Add the unit price, date, quantity, and a description of the service or product into the applicable fields. Use these helpful step-by-step guides to learn how to. Scroll to the main invoice details pane in the center of the screen, then type the client or customer email address into the "Recipient's Email Address" field, or click the "Address Book" link to select a contact stored in your computer's address book.Ĭhoose your preferred currency for the invoice amount from the drop-down menu.Įnter an item name or identification number into the applicable input field. Account preferences From your account settings page, you can set up autopay notifications and more. Select an invoice date with the calendar date-picker tool, then select a due date and your preferred payments terms from the relevant pull-down menus. ![]() PayPal uses the default contact information connected with your account, but you can change these details by clicking the "Edit Contact Information" link and editing the information in each contact field.Įnter an invoice number in the box at the top of the Invoice Information pane. Skip this step if you don't want a logo on the invoice.Ĭheck your contact information details in the contact details pane. Use the default PayPal invoice template, or create a new template if you want to store the invoice as a template for future use.Ĭlick the "Your Logo" box at the top of the screen, then upload a company logo or another suitable image from your computer. Select your preferred invoice template from the pull-down menu at the top of the "Create a New Invoice" page. Click the "Create Invoice" link in the gray submenu or the "Create an Invoice" button below the submenu. ![]()
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