PayPal Invoicing - 2010 Guía de usuario descargar pdf (Pagina 120)

Working with Saved Items

Adding a Saved Item

120 September 2010 Invoicing User’s Guide

What’s in a Saved Item?

 Item name: (Required) Identifies the item. You can use the item’s name or some other

identifier. This name appears on the invoice.

 Description: Describes the item to your customer. This information appears on the invoice.

One way to use the description is to identify the SKU# for the item. Description has a

maximum of 300 characters.

 Currency: Currency code to use for this item. It defaults to the currency you identified as

your primary currency in your Account Profile. You can select a different currency from

the drop down list.

 Unit Price: (Required) Cost of one item.

 Tax: Percentage of tax that applies to this item. You can select a saved tax or add a new

one.

Adding a Saved Item

You can save item information in two ways:

1. Save item information entered in an invoice.

2. Add an item in the Saved items page in Invoice Settings.

The minimum information you can save for an item is the item name and the unit price. All

other item information is optional.

Adding an Item in an Invoice

1. Log in to your PayPal account.

2. Click the Request Money tab and then click Create Invoice.

The Create a new invoice page opens.

3. Enter item information.

– Item name/ID

Enter the item name. This name is required and will appear in the drop down list when

you enter invoice items.

– Date

When you tab or click in the date field, a Calendar opens. Select the date from the

Calendar or type the date in the field.

NOTE: This field is not stored with the item, but is required to send an invoice.

– Quantity

Automatically set to 1.

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PayPal Invoicing - 2010 Guía de usuario Pagina 120