PayPal Invoicing - 2010 Guía de usuario Pagina 63
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Invoicing User’s Guide September 2010 63
4
Managing Invoice Payments
PayPal Invoicing automatically records payments made through PayPal accounts. You can
manually record payments made by invoice recipients without PayPal accounts or by PayPal
account holders who choose to use a different payment method.
Read the following topics to learn about payments:
“About Invoice Payments” on page 63
“Viewing PayPal Invoice Payments” on page 63
“Recording Invoice Payments” on page 65
See “Managing Your Invoices” on page 35 for instructions on managing other invoicing tasks.
About Invoice Payments
Paid invoices have different statuses to distinguish between PayPal payments and manually
recorded payments.
Paid: Identifies an invoice paid using PayPal
Marked as paid: Identifies an invoice with a manually recorded payment.
Regardless of how payments are recorded, you can view and manage payments in the Invoice
details page. You can access Invoice details from the following pages:
Manage Invoices: Click an invoice number in the list.
Account Overview: Click Details for invoices created within the last 7 days.
History: Click Details.
Transaction Details: Click the invoice number in Payment For.
The Invoice details page provides a link to the payment information for the invoice. Use this
link to see more information about the payment and to perform different actions.
Viewing PayPal Invoice Payments
Invoice recipients who are PayPal account holders can choose to pay your invoices using their
accounts. When they access their PayPal accounts, they see your invoices listed in their
Account Overview or History pages. When they click Pay, they choose a payment method
and approve the payment.
When an invoice payment clears, the invoice status changes to Paid. The Invoice details page
shows the changed status and provides a link to the Transaction Details page for that
- 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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