PayPal billing can help with this. Chances are, if you own a small business, you’ve already dealt with your payment provider. After all, 377 million people around the world use PayPal. In addition to simplifying the acceptance of electronic payments, PayPal offers a wide range of tools for small businesses, invoicing being one of them. We have mentioned the steps below to Create and send an invoice in PayPal
Steps to Create and Send an Invoice in PayPal
create
Register for an account and login
Context up and logging into your PayPal business account is the first step to creating an invoice. You can convert your personal account to a corporate account if you still have one. To achieve this, click on your profile settings and select the “Convert to a business account” option from the “Account” tab. After entering your company information, you must confirm.
Create your first Paypal invoice
Add email and customer details
Then you have to fill in the customer information form. The only mandatory field is the customer’s email address, however you must fill in at least the customer’s name, address and contact details.
Enter Products or Services Provided
Every invoice must include a brief description of the products purchased or services rendered. In some cases, you may also want to include an itemized list to further break down any associated costs.
Invoice number and dates
Add discounts and shipping (optional)
Finally, include any discounts you are offering, as well as delivery costs (if applicable). The total amount due will automatically update when you enter any discounts and shipping details.
view and send
Check the invoice before sending it to the customer to see if any revisions are needed. Always take a few extra seconds to carefully read and double-check your invoice before sending it. Check details like customer name and contact information, services provided and pricing, as well as silly grammatical and spelling errors, to make sure everything is correct.
To send
Final Words
We hope you enjoy our article on how to create and send a PayPal invoice. You can customize your invoice with PayPal and include comprehensive information about the products or services you offer. This service, which charges a fee, is intended for companies that bill their customers and consumers.
