Since services and purchases through digital media are more and more recurrent, electronic payment platforms have become more important. Among these platforms, PayPal, is one of the companies with the greatest track record and visibility at the international level thanks to its services, which offer greater ease when making or receiving payments. Among its functionalities, the possibility of create an invoice in PayPal. As some of you have asked us how to do it… here’s a little tutorial 😉
How to create an invoice in PayPal
These facilities are also of great importance for professionals self-employed or freelancers, who manage their work mainly through digital media and remotely. For this reason, we have made a brief and simple tutorial on how to take advantage of PayPal’s billing tool, to provide a service with greater security and support.
The billing process on this digital platform is really easyHowever, it is important to pay attention to the details, since it is important that the data entered in the invoice is correct to avoid future inconveniences such as the re-issuance of an invoice.
Now, as we can see in the previous video, in order to create an invoice on this platform it is necessary to iSign in to PayPal account. Once we have entered we will have different options to access the billing function. First we can enter through Settings (button located next to Log Out)>Seller Tools>Payment Formats>Manage.
Here we will be allowed to prepare the invoice from three options: Only Amount, Schedule or Quantity, which will be adjusted according to the service provided or the sale made.
In addition, it is also possible to enter through the three dots button or More, located on the main page or account summary. When clicking on this button, three options will be displayed, among which you must choose the option of Create a payment format. This will redirect us directly to the invoice creation process without having to choose its format, since by default the platform will always select the Quantity template.
Once in this section, it will only be necessary to fill in the pertinent data of the invoice, either to send it to the client or to save it as a template for future invoices.
What data is necessary to create an invoice in PayPal
Since we have seen how to enter to create a digital invoice in this payment platform, it is necessary to take into account what data we can enter in it: to offer a more complete and professional invoice, it is important to complete all the corresponding data.
First, we must select the customer email address, that is, to which the invoice will be sent. for later detail products or services on which said invoice is being made, the quantity, the price, the name and a brief description of it. All this to offer greater control and transparency when carrying out transactions.
In the same way, it also allows you to enter the amount of the tax where applicable, which may vary depending on the country in which the issuer of the invoice is located. It is also possible to add additional messages to the client and attach files along with the invoice, which will be available to the client once the payment is made. With this, it also proposes an efficient means for the delivery of projects, designs or documents, which are part of the invoiced work or service.
Additionally, it allows you to add terms and Conditions in the invoice in case it leads to a broader commitment between both parties. It also offers greater customization by allowing you to add the brand logo, and enable a tip option. With which the client could offer an extra amount on the service provided.
Finally, once all the pertinent data for the creation of the invoice has been completed The same will be sent to the recipient, who will receive a notification of the invoice along with a button that will take him directly to make the payment.
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