PayPal Invoicing - 2010 Guía de usuario Pagina 19

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Invoicing User’s Guide September 2010 19
Creating Invoices
Creating Invoices and Entering Details
2
The numbers in this illustration correspond with the instruction steps in this chapter:
“1. Accessing the Create a New Invoice Page” on page 19
“2. Entering Your Contact Information” on page 19
“3. Entering Recipient Information” on page 20
“4. Entering Invoice Information” on page 23
“5. Entering Item Information” on page 24
“6. Entering a Discount, Shipping Fee, and Invoice Notes” on page 26
“7. Finalizing an Invoice” on page 27
1. Accessing the Create a New Invoice Page
1. Log in to your PayPal account.
2. Click the Request Money tab.
3. Click Create an Invoice.
The Create a new invoice page opens. The default template is selected automatically. If
you have not added your own templates yet, the PayPal Default Template is selected.
4. To use a different template, select one from Select a template.
See “Working with Invoice Templates” on page 83 for more information.
2. Entering Your Contact Information
1. Edit Your contact information.
The displayed contact information is stored in your Account Profile information. If your
address, phone number, or email are incorrect, you must correct them in your Profile page.
You can add more contact information or control whether your phone numbers or email
address appear in the invoice by customizing your contact information. See
“Customizing
Your Invoice Information” on page 69 for instructions.
2. Add or change the logo for the invoice.
Setting Action
Add logo Click to add a logo to the template.
This setting appears when the template does not have a logo.
Change logo Click to use a different logo.
This setting appears when the template already contains a logo.
Remove logo Click to delete the logo.
This setting appears when the template already contains a logo.
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