PayPal Invoicing - 2010 Guía de usuario descargar pdf (Pagina 49)

Invoicing User’s Guide September 2010 49

Managing Your Invoices

Exporting Invoice Information

10.Edit or add shipping and discount information:

11. Edit or add invoice notes and text:

–Enter Terms and conditions text, up to 1,000 characters. This text appears on an invoice.

–Enter Note to recipient text, up to 1,000 characters. This text appears on an invoice.

–Enter Memo text, up to 150 characters. This text does not appear on an invoice.

12.Click Send.

The Manage invoices page opens and displays a message verifying that your editing

invoice was sent. The edited invoice’s information appears in the invoice list.

Before sending the edited invoice, you can click Print to make a copy for your records or

mail to your customer.

Exporting Invoice Information

You can export invoice information to use in a spreadsheet or other application by

downloading invoice activity from the Manage Invoices page. You can open the activity file

immediately or save file to use later.

Each invoice in the activity file generates one row of information. Each column in the activity

file represents a piece of the invoice’s information,. If an invoice does not contain certain data,

such as tax or shipping amounts, the columns are empty.

Before downloading the activity, use a basic or advanced filter to display only the invoices you

want in the file. For example, use a filter to limit the downloaded activity to paid invoices. See

“Searching Invoices” on page 38 for filtering instructions.

You can download two levels of invoice activity information:

 Invoice Summary: The downloaded activity information contains one row of information

for each invoice. This is the default download.

See “Invoice Summary Activity Information” on page 50 for a list of the columns

contained in each row.

 Invoice Details: The downloaded activity information contains one invoice summary row

and additional rows for each item, tax, shipping, and discount within an invoice. The

summary row contains the same information as the Invoice Summary download.

Setting Action

Discount Enter a number and select a discount type.

Shipping/handling Enter an amount.

Tax on shipping Select the tax to apply to the shipping or handling fee.

If the correct tax rate is not listed, add a new tax. See “Adding Tax

Information in an Invoice or Template” on page 128 for instructions.

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PayPal Invoicing - 2010 Guía de usuario Pagina 49