PayPal Invoicing - 2010 Guía de usuario Pagina 135
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Invoicing User’s Guide September 2010 135
10
Invoice Administration
Managing invoices and maintaining invoice settings are on-going tasks. Invoicing lets you
easily find, manage, and track your invoices and payments, allowing you to spend more time
on your business instead of administrative tasks.
Keeping your Invoice Settings updated helps your invoicing tasks to run smoothly. When
your invoice settings are current, you can create invoices quickly without having to leave the
Create a new invoice page.
Read the following topics to learn more about invoice administration:
“Managing Your Invoices and Payments” on page 135
“Maintaining Your Invoice Settings” on page 136
“Adding Users to Perform Invoicing Tasks” on page 136
“Invoicing and Reporting” on page 137
Managing Your Invoices and Payments
The Manage Invoices page lists all the invoices you sent or saved. Use this page as the
starting point to research invoices, perform actions, and review or update payment
information.
When you need to research one or more invoices, use the Manage Invoices page to find them
quickly. To help you find invoices, the Manage Invoices page contains basic and advanced
filters. In Basic filter, you can use one of predefined filters to find paid, unpaid, past due, or
unsent invoices. In Advanced filter, you can select filter options and date ranges to narrow the
search. For example, you can use an Advanced filter to find all invoices sent to a specific
email address.
In the Action column of the Manage Invoices page, you select options to cancel invoices,
copy invoices, or send reminders to recipients. When you cancel an invoice or send a
reminder, the recipient receives an email about the action.
You can view an invoice’s details by clicking its invoice number. The Invoice details page
displays status information and a replica of the saved or sent invoice. From this page, you can
print the invoice, send reminders, copy, or cancel the invoice.
The Invoice details page also provides a way to view payment information. For invoices paid
with PayPal, the page contains a link to the Transaction Details for that payment. For
payments made using other methods, you can record or update a recorded payment manually.
The Manage Invoices page also provides an option to manually record payment.
- Invoicing User’s Guide 1
- PayPal Invoicing User’s Guide 2
- Contents 3
- About This Guide 7
- Intended Audience 7
- Revision History 7
- Documentation Feedback 7
- Invoicing End-to-End 10
- What Does Your Customer See? 11
- About Invoicing 12
- Accessing PayPal Invoicing 13
- Creating Invoices 15
- What’s in an Invoice? 17
- 5. Entering Item Information 24
- 7. Finalizing an Invoice 27
- Previewing Invoices 28
- Saving Invoices 30
- Sending Invoices 31
- Printing Invoices 32
- Managing Your Invoices 35
- About Invoice Statuses 37
- Searching Invoices 38
- About the Basic Filters 39
- About the Advanced Filters 39
- Reviewing Invoice Details 42
- Editing Invoices 47
- Exporting Invoice Information 49
- Copying Invoices 54
- Sending Invoice Reminders 55
- Canceling Invoices 56
- Archiving an Invoice 58
- Unarchiving an Invoice 59
- About Invoices and Shipping 61
- Managing Invoice Payments 63
- Recording Invoice Payments 65
- Customizing Your Invoice 69
- Information 69
- 3. Click Invoice Settings 73
- Changing Your Invoice Logo 77
- Deleting Your Invoice Logo 78
- Adding Your Payment Logo 79
- About Invoice Templates 83
- Working with Templates 85
- Creating Templates 87
- Setting the Default Template 98
- Previewing Templates 99
- – Click Save Template 100
- Deleting Templates 101
- Managing Templates 102
- Working with the Address Book 103
- Accessing the Address Book 104
- Editing Address Book Entries 110
- Searching for Contacts 114
- Deleting Address Book Entries 115
- Deleting Contacts 116
- Working with Saved Items 119
- Adding a Saved Item 120
- Editing Saved Items 123
- Deleting Saved Items 125
- Managing Your Tax Information 127
- Adding Tax Information 128
- Editing Tax Information 132
- Editing a Tax 133
- Deleting Tax Information 134
- Invoice Administration 135
- Invoicing and Reporting 137
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