How to Create and Schedule Invoice in PayPal


How to Create and Schedule Invoice in PayPal

PayPal is the most popular online payment service to send and receive money across the globe. It helps us to shop and pay for goods digitally using an email address and internet-enabled device.

Order products you want, collect PayPal address of the shopper and pay the bill right from your computer or smartphone. The money will appear in the recipient’s account within a few moments. PayPal is fast, reliable, and secure.

As a freelancer, you may need to send the invoice to the clients. Sometimes in multiple times for recurring payments. There are several free invoice generators on the web to create invoices for the products or services you delivered. But do you know that you can create professional-quality invoices with PayPal?

In this post, I will tell you how to create and schedule an invoice in PayPal.

How to Create and Schedule Invoice in PayPal

Sign into your PayPal account first.

Click ‘Manage Invoices’ option (under Selling tools) on the left pane of your dashboard.

Now it will show all invoices that are already created from your account.

How to Create and Schedule Invoice in PayPal

PayPal lets you quickly track the status of invoices from the screen. Send, print, or share the invoice if needed. You can also remind the recipient about the payment in a single click.

Creating and scheduling PayPal Invoice

Click the ‘Create Invoice’ button on the top to create and send your bill.

How to Create and Schedule Invoice in PayPal

PayPal automatically generates a numberĀ for your invoice in chronological order. The invoice date field will bear the current date and change it to a future date, to schedule and send your bill in future. Keep in mind that if you are generating an invoice for the same date, you won’t see the schedule option for it.

Mention a due date or period until when the customer needs to settle the bill. PayPal allows you to set either an exact date or period like 10 days, 30 days etc to pay the bill.

Enter the email address of your client or business name in the ‘Bill to’ field. You can send the bill for up to 100 recipients at the same time. Use the ‘Bill multiple customers’ option and type email addresses of all your recipients to send a separate invoice to each of them. If you want to send the same invoice to multiple persons, type their email address in ‘CC’ field. It’s a useful option to notify up to 10 relevant people about your due bill.

How to Create and Schedule Invoice in PayPal

Scroll down to the bottom and choose a currency type for your invoice. Add your product details that you delivered or going to deliver to the clients. Enter your price, discount percentage, and shipping charges if any applicable on the bill. The total bill will change based on the deductions and additions you made.

You can also add a personal note and payment terms on the same page to give other parties a clear idea about your return as well as cancellation policies. PayPal lets you attach files with an individual size limit of 4MB and total size limit of 10MB to the bill.

Once you entered all the details, check the preview to know how your bill looks like. If you are satisfied, click the ‘Send’ or ‘Send and schedule’ button to send your invoice to the recipient.

ReadĀ The 6 Best PayPal Alternatives for Online Payment