#PAYPAL INVOICE CREATOR WITH MY PRODUCTS HOW TO#

Such tools are known as invoice generators. Fortunately, there are tools and services or you can also use an invoice creator that can help you to create invoices fast and use those invoice templates readily within your web browser. Plus, your clients are likely to take you more seriously when you invoice them as opposed to issuing verbal, phone call, or email reminders.īut as important as invoices are, the invoice generation process also happens to be a time-consuming affair. Invoices generally specify the types of goods or services you supplied, as well as the quantity supplied, the cost per unit, and the sum total.īesides reminding your clients to make payments for the goods delivered or services rendered, an invoice can also help you to track your revenue and organize your finances properly. Basically, an invoice refers to a document that you send to notify your clients concerning the products or services you delivered, so that they can fast-track your payment. No seller ever wants to put the supplies and time into an item, especially a custom item that you might not be able to resell, and then have the customer not follow through with the sale.Invoicing is a crucial process in any business, be it an SME or giant corporation. Here is what my completed invoice looks like when it is sent to my customer:Ĩ) After previewing the invoice, click “Send” to email it to your customer. Once the customer pays, you will receive a notification that payment has been made, and you’ll be ready to start creating!Īgain, it is a wise business move to always get your customer to pay for your item before you begin making it. If you will be selling a similar item, you can also choose to save the invoice as a template. I attached a simple mockup of the shirt design.ħ) Once you are satisfied with the invoice, click “Preview” to see it. This is a great place to attach a mockup of the item or a sample photo of the item if you have one available.

Near the bottom of the Paypal invoice, you can also attach a file. In the event there is a problem with the transaction, a thorough description may prevent you from having to refund a customer. My description states “Size Medium Adult Dark Pink Shirt with Circle Monogram CSA, Monogram color: White, Monogram placement: left chest area”.

In this example my customer is buying a pink shirt with a white monogram on the chest area. I chose to leave mine, “Due on Receipt”.Ħ) Pay close attention to the description of the item, and be as specific as possible when writing the description. You can give your invoice any number you want, and set the due date for whenever.

#PAYPAL INVOICE CREATOR WITH MY PRODUCTS HOW TO#

How to Send a Paypal InvoiceĢ) Click “Send & Request” from the choices across the top.ģ) Choose “Create and manage invoices” from the next screen.ĥ) Enter your business information and your customer information. Your customer does not have to have a Paypal account to pay the invoice. If you already use Paypal to accept payments, you can also use it to send customer invoices. Similarly, if you are using a credit card reader, many of those services also have online invoicing available. If you are using an accounting program like Quickbooks, Xero, or Wave, an online invoicing tool is usually built into the program. Depending on which invoicing system you use, the money is either deposited to your bank account or into your account. After paying the invoice, they will be emailed a receipt and you will be notified. Online invoicing means that a customer is emailed an invoice with links for them to pay with their credit card. But, how can you accept payments from customers that are not ordering through an online marketplace and they are not local? Besides having the customer mail you a check, you can also use online invoicing. Yesterday, I compared credit card readers to help you decide which credit card reader worked best of your small business. Additionally, I may get commissions for purchases made through other affiliate links in this post. Affiliate Disclosure: As an Amazon Associate I earn from qualifying purchases.

Paypal invoice creator with my products