![]() ![]() Then you can make any necessary changes and send it off to your client. Choose their last invoice under the Manage Invoices tab. If you are sending a follow up invoice for a client or maybe you’re sending them a similar invoice on a regular basis, you can just copy the last invoice. You can also click “Save Draft” if you just want to save it for later. If it looks good, you can click “Send” to send it to the customer. (You can also fill out the invoice number but if you don’t it will prepopulate with the next chronological number in the series.)Ĭlick “Preview” to take a peek at it when you’re done. You can choose one of the templates you’ve created from there.įill out the rest of the fields, including the customer email address, the description, and the prices. At the top of the screen, you’ll see My Templates and a drop down menu next to it. When you’re ready to send that first invoice, click “Create Invoice” from the top menu. And when you like what you see, click “Save Template.” Sending a Custom Invoice The merchant sends a draft invoice and PayPal emails the customer an invoice link. When you’re done, click “Preview” to see the invoice as it will go out to your customer. You can also include payment instructions or warnings about late fees. Include a thank you note if you feel it to be appropriate. Your invoice template can be as specific or open as you’d like it to be. You may even have a need for all three options, depending on your business. That’s going to vary depending on whether you want to bill by hours, items, or a blank amount. ![]() Click “Create a New Template.” Here’s where you have the option to choose your invoice style. Click “Template” under the Settings drop down menu. Now it’s time to make your template that you’re going to use for your custom invoices. Just fill out the information you want to appear on your invoices and click “Save.” Making a Template You have a lot of options there, from your business logo and name to your business hours or your tax ID number. Under the Tools drop down menu, click “Invoicing.” Click “Business Information” under the Settings drop down menu. And all you have to do is set up your business information and make a template. You’ll also be able to cut your admin time with batch payments, Xero integration and automation with our powerful open API. Make and receive cross-border payments with exchange rates that banks can’t offer. You’ll have consistent branding as well as options to add important information for your customers. Meet the Wise Business account Pay invoices and people domestically and abroad, receive payments for invoices, fee-free in major currencies. It doesn’t take much more time but it adds so much more flair to the invoicing process. But if you’re still clicking the “request money” link when it’s time to get paid, your business may need an upgrade.Ĭustom invoices is a feature that PayPal offers business accounts that want more professional options. And it’s dead simple to do a lot of things. With easy-to-use tools, it’s no brainer for entrepreneurs and customers looking to exchange money and goods. ![]()
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