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Creating An Invoice In PayPal

PayPal is a convenient way of sending and receiving money online across the globe. It works in many countries and provides an easy to use online interface. Apart from the personal payment, PayPal also allows us to make small goods and services transactions to individual accounts.

PayPal Invoice is a billing service that gives you the ability to bill and receive payments from your clients through email. It works just like a paper invoice, and clients will be able to pay directly using credit cards or funds in their PayPal accounts.

If the merchant has a small business and sell goods and services to their clients who pay via PayPal, the merchant may need to send an invoice to the client.

The information contained in this tutorial teaches you, step by step, how you can quickly raise an invoice to the client. Raising an invoice sends the invoice to the client and they can verify the details and send you money via their PayPal account.

In order to create an invoice in PayPal, login to PayPal as merchant by simply entering the URL in your Browser.

PayPal is capable of sensing that the site visitor is coming in from India, hence India centric information is being displayed. Click on the Log In button in order to login to PayPal as shown in Diagram 1.

diagram1 Diagram 1

Enter the appropriate PayPal Email address and password {which was provided while creating account in PayPal} and then click on Log In as shown in Diagram 2.

diagram2 Diagram 2

PayPal My Account Overview page displays as shown in Diagram 3. In order to create an invoice in PayPal, click on the Request Money as shown in Diagram 3.

diagram3 Diagram 3

For basic payments, such as online auctions or simple Website sales, the merchant can simply provide buyers with their e-mail address, and buyers can make the appropriate payments to the merchant’s PayPal account.
eBay sellers can place PayPal buttons on their auctions, and the checkout invoice PayPal sends to auction winners will include a link to pay via PayPal.

Click on Create an Invoice as shown in Diagram 4.

diagram4 Diagram 4

On clicking the Create an Invoice link, PayPal provides an option for selecting the template for your invoice (if you have saved a template after creating your first invoice) otherwise simply click on Continue as shown in Diagram 5.

diagram5 Diagram 5

Your company name will appear on the invoice. You can enter your address and phone number in the optional fields.

Here, you have to specify the invoice details such as Currency, Invoice Type, Email Subject (optional), Note (optional), Quantity, Item ID, Description, Unit Price and Tax as shown in Diagram 6.

To increase the number of line items, click the Add More Rows. Tax can be optionally applied to each item by selecting the checkboxes in the Taxable column and specifying a Tax rate.

After filling the invoice details, click on Continue as shown in Diagram 6.

diagram6 Diagram 6

You can view and check the information contained in the invoice before sending it to the client. If required, you can edit the information in the invoice by clicking on Edit.

After confirming that the invoice information is correct, click on Send Invoice as shown in Diagram 7.

diagram7 Diagram 7

The invoice sent success message is displayed. This message also states that the recipient has been sent an email requesting payment and you will receive an email from PayPal when the invoice is paid as shown in Diagram 8.

diagram8 Diagram 8

You can see that an entry has been made in your recent activity of PayPal Account as shown in Diagram 9.

diagram9 Diagram 9

May 5, 2016
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