PayPal Invoicing - 2010 Guía de usuario descargar pdf (Pagina 87)

Invoicing User’s Guide September 2010 87

Working with Invoice Templates

Creating Templates

This page looks like the Create a new invoice page except that certain fields are inactive. For

example, the Send to section is inactive because you only need recipient information for an

invoice.

Creating Templates

You can create invoice templates in the following ways:

1. Enter invoice information in the Create a new invoice page and save it as a template.

2. Select Create a new template from the Select a template list in the Create a new invoice

page.

3. Add a new template in the Templates page in Invoice Settings.

Saving an Invoice as a Template

NOTE: If you need more detailed information about completing invoice fields, see “Creating

Invoices and Entering Details” on page 17.

1. Log in to your PayPal account.

2. Click the Request Money tab and then click Create Invoice.

The Create a new invoice page opens.

3. Select a template name from Select a template to use as a starting point.

The Create a new invoice page displays the information stored in the template you

selected.

4. Add or change the logo for the template.

See “Including a Logo in Your Invoices” on page 74 for detailed instructions.

5. Click Edit contact information to change your information for the new template.

See “Editing Your Contact Information in an Invoice” on page 70 for instructions.

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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PayPal Invoicing - 2010 Guía de usuario Pagina 87