PayPal Invoicing - 2010 Guía de usuario Pagina 88
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Working with Invoice Templates
Creating Templates
6
88 September 2010 Invoicing User’s Guide
6. Select the Payment terms for the template.
7. To change the currency for this template, select one in Select currency.
8. Enter one or more items.
9. Enter shipping and discount information:
10.Enter 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.
11. Click Save as Template.
The Save template dialog box opens. The default template name displays in the text box.
Setting Action
Item name/ID Enter the item name.
If you have saved items, select one from the list that appears when you click
in the field.
Date Enter the Date for the item.
When you tab or click in the date field, a Calendar opens. Select the date
from the Calendar or type the date in the field.
The date is not saved with the template, but you can enter it if you plan to
send an invoice with this information after you save the template.
Quantity Enter the number of items.
Unit price Enter the unit price.
If you selected a saved item, the stored amount displays. You can change it,
if necessary.
Tax Select the tax for this item.
If you selected a saved item with an assigned tax rate, the tax displays. You
can change it, if necessary.
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.
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.
- 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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