PayPal Invoicing - 2010 Guía de usuario Pagina 9
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Invoicing User’s Guide September 2010 9
1
About Invoicing
PayPal Invoicing lets you create and send professional invoices through email. You can save
invoice information for re-use, reducing the amount of time it takes to create invoices.
Read the following topics to learn more about PayPal Invoicing:
“What is Invoicing?” on page 9
“What’s the Difference Between Request Money and Invoicing?” on page 9
“Invoicing End-to-End” on page 10
“What Does Your Customer See?” on page 11
“Accessing PayPal Invoicing” on page 13
What is Invoicing?
PayPal Invoicing provides a way to create and send invoices to your customers. Invoicing lets
you save item details, tax rates, and recipients so you can use them for future invoices. You
can customize how your business information appears on the invoices, making them more
professional.
PayPal provides a default invoice template for you to use or you can create your own
customized templates. Using customized templates saves time by storing details about your
items, prices, and standard tax rates.
Using Invoicing, you send invoices by email and get paid through PayPal. Your invoice
recipients can view and pay through their PayPal accounts. Recipients without PayPal
accounts can pay you in several other ways.
Invoicing does not replace the Request Money feature. You can still use Request Money for
those items that don’t need an invoice. You access both the Invoicing and Request Money
features from the Request Money tab in your PayPal account.
What’s the Difference Between Request Money and Invoicing?
Use Request Money to request payment for goods or services where tracking item detail is
not required, or when sending payment requests to multiple recipients. You must enter the total
amount to be paid because Request Money does not calculate tax or add shipping amounts for
you. When your recipients look at details of the money request, they see your name and email
address, the amount and date requested, a subject line, and any notes you entered. When you
view a payment request in History, you see the request information and payment information
when the request is paid.
- 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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