How to process invoices through PayPal

Written by lynn anders | 13/05/2017
How to process invoices through PayPal
PayPal lets you create invoices directly from your online account. (Image by Geoff Livingston; Flickr.)

PayPal is a convenient way for any business to send invoices and collect payments on its goods or services. Through PayPal, you can allow customers to pay with a credit card and ensure your customer's account numbers will be safe because that information is never revealed in the process. PayPal has easy-to-use invoice forms already set up. Once you navigate through the menu options to the proper form, all you have to do is fill it out and send it.

Log-in to your PayPal account. If you don't have an account you will have to create one to use the invoice feature. Follow the steps from the main PayPal page to create an account.

Click the "Request Money" tab at the top of the screen. Usually when you log-in you are taken to your "My Account" page. Two tabs over you will find the "Request Money" tab.

Click the "Create an Invoice" option directly under the "Request Money" tab. If you do not click this, PayPal will use the "Request Money" feature as a default. In the pull down tab choose "New Invoice" to create a new invoice and click "Continue."

Fill out the invoice form with all details the customer will need to pay the invoice. Items that that can be filled in are the quantity, item number, item or service description. You will have to fill in an amount for each item. Click the box on each line for any taxable items and fill in the tax percentage amount below. Be sure to also fill in any delivery charges. The form will total the amounts for you. Click "Continue" when you have completed the form.

Review the invoice you created. If it looks satisfactory, then click "Send Invoice" and you have finished. If you need to make changes, click "Edit" to return to the previous screen.

Things you need

  • PayPal account

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