Paypal – Invoice Templates
We all know PayPal is an awesome tool for business moms that need to accept payment online.
If you are a business that manually sends invoices to customers, using PayPal – Invoice Templates will save you time.
Perhaps you have not considered using PayPal’s – Invoice Template features.
While this process is not automated (unless you use the subscription option) it is simpler than implementing a payment portal like WooCommerce.
PayPal – Invoice Templates Setup
One: Log into to your PayPal account.
Two: Click ‘Create an Invoice’ and then ‘Create an Invoice’ again.
Three: Select ‘Create New Template’ beside select a template to start.
Four: Add your logo to the template.
Click ‘Add logo’.
And select ‘browse’ to find the logo on your computer.
Your logo needs to be 200 X 75 pixels and maximum of 100KB in size.
Adding your logo creates a new level of professionalism to your Invoice so we highly recommend NOT skipping this step.
Five: Add the information regarding what your customer is purchasing.
Include cost and details of the purchase.
Six: Include details about terms and conditions.
Seven: Click ‘Create Template’ and it will allow you to name your template.
It is located at the bottom of the page. I suggest choosing something detailed enough that you will know exactly what it is without needing to open it.
Eight: Click ‘Save’.
When you are ready to complete an invoice from your template, it will be in a drop down menu next to ‘Select a template to start’. Simply fill in the customer’s email address and hit ‘send invoice’. If you want to take a peek at what the customer will receive, select ‘preview’.
We would love to hear about your experience with PayPal invoices. Please comment below.
