PayPal Invoicing - 2010 Guía de usuario Pagina 4
- Pagina / 138
- Tabla de contenidos
- MARCADORES
Valorado. / 5. Basado en revisión del cliente
Contents
4 September 2010 Invoicing User’s Guide
Printing an Invoice from the Preview Page . . . . . . . . . . . . . . . . . . . . . . . 33
Printing an Invoice from the Invoice Details Page . . . . . . . . . . . . . . . . . . . . 34
Chapter 3 Managing Your Invoices . . . . . . . . . . . . . . . . . . .35
About the Manage Invoices Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
About Invoice Statuses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Searching Invoices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
About the Basic Filters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
About the Advanced Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Searching Invoices with a Basic Filter . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Searching Invoices with an Advanced Filter. . . . . . . . . . . . . . . . . . . . . . . 41
Reviewing Invoice Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Opening Invoice Details From the Manage Invoice Page . . . . . . . . . . . . . . . . 45
Editing Invoices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Editing an Invoice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Exporting Invoice Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Invoice Summary Activity Information . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Invoice Details Activity Information . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Downloading and Saving Invoice Activity . . . . . . . . . . . . . . . . . . . . . . . . 51
Downloading and Opening Invoice Activity . . . . . . . . . . . . . . . . . . . . . . . 53
Copying Invoices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Copying an Invoice from the Manage Invoices Page . . . . . . . . . . . . . . . . . . 54
Copying an Invoice from the Invoice Details Page . . . . . . . . . . . . . . . . . . . 54
Sending Invoice Reminders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Sending a Reminder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Canceling Invoices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Canceling an Invoice from the Manage Invoices Page . . . . . . . . . . . . . . . . . 56
Canceling an Invoice from the Invoice Details Page. . . . . . . . . . . . . . . . . . . 57
Archiving and Unarchiving Invoices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Archiving an Invoice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Unarchiving an Invoice. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
About Invoices and Shipping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Chapter 4 Managing Invoice Payments. . . . . . . . . . . . . . . . .63
About Invoice Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Viewing PayPal Invoice Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Viewing a PayPal Invoice Payment . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Recording Invoice Payments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
- 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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