How to create and send an invoice on PayPal

You’d be hard-pressed to find an online store that doesn’t accept PayPal. In the world of e-commerce transactions, PayPal is still the reigning champion, despite having been around a long time and with the emergence of wannabe competitors snipping at their heels. It’s easy to set up an account, you can apply for a debit card, and collecting payments is easy. Sending money is also straightforward, and the fees are reasonable enough. But business owners can take advantage of an additional service, which is sending out invoices to customers. Here’s how to create and send an invoice on PayPal.

Read more: How to cancel a PayPal payment before it’s too late

How to create and send a PayPal invoice (desktop)

Creating and sending a PayPal invoice on the desktop website is much easier. You can access the invoicing area either by clicking Invoicing in the Quick links section or by going to Pay & Get Paid > Invoicing > Create & Manage Invoices.

First, click the settings icon where you can enter various data from your business. This will save and auto-populate into your future invoices, so you don’t have to keep retyping them. When you’re ready, click Create Invoice. Create Batch Invoice is something totally different – it’s for a CSV file full of customers who all need to be invoiced all at once. This is outside the scope of this article.

Now it’s a simple case of filling out all the relevant information.

• You first need to set the correct currency.
• Then add the email address of the customer you’re invoicing.
• Under Items, list what you’re invoicing for and the fee. You can also break down the tax if necessary.
• Add an invoice number, invoice date, and payment due date.
• You can also add any discounts.

Further down, there’s a bit more to look at:

• Add terms of conditions and a reference number.
• Attach an attachment (a file or an image).
• A message to the customer.

When the invoice has been completed, go back to the top of the page. The three vertical dots will show that you can share a direct web link to the invoice. The eye icon will show you what the invoice will look like at the customer’s end so you can make sure everything is accurate.

When everything is finished, click Send to send the invoice. You will receive an email notification that it has been sent and when it has been paid.

How to create and send a PayPal invoice (mobile app)

It is possible to also send an invoice via the PayPal app. However, you can only send a basic invoice on the regular app. You would need to download the PayPal business app for a more advanced invoice, like on the desktop site.

Read more: Here’s why your PayPal payment is on hold

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