How to Create, Send, and Manage PayPal Invoices [Philippines]

How to Create, Send, and Manage PayPal Invoices (Philippines)

PAYPAL is a digital platform that offers fast, secure, and low-cost online payment and fund transfer services to millions of businesses and private individuals around the world.

It simply requires you to link a debit or a credit card, or even a bank account, to receive and send funds and payments. Equally interesting, it does not require you a certain maintaining balance to keep your account active.

Sales Invoice. In a nutshell, a sales invoice is issued by the seller to the buyer as a written or digital evidence on sale of goods, properties, or services in an ordinary course of business, whether cash or on account (credit).

Normally, it includes the transaction’s reference number, delivery date, due date, seller’s name, contact information, list of products or services, total price, and preferred mode of payment. In other words, it communicates the value of bills that must be paid by client.

PayPal Sales Invoicing. If you’re having online financial transactions, say receiving and sending payments in different currencies like in my case, then maintaining a PayPal account is a big advantage.

Since the launch of this blog, I’ve been receiving publishing fees in US dollars for sponsored articles, and PayPal has been with me all throughout these successful transactions. It allows me not just to receive payments but also send reminders through available PayPal invoicing tools. Here are the simple steps on how to create, send, and manage your PayPal sales invoices:

[1] Log in to Your PayPal Account. It is always better to use a desktop computer than just a mobile device whenever you create and send you PayPal sales invoices. PayPal app itself does not yet support this feature, but you can always shift to a web version via your mobile browser.

How to Create, Send, and Manage PayPal Invoices (Philippines)
PayPal User Interface. Start your PayPal Sales Invoicing through various access points.

[2] Click on Tools and Invoicing. Aside from this option on the header toolbar, there are other ways on how to access PayPal invoicing tools. For example, clicking More button provides Create an Invoice option. You can also access it via Manage Invoices under Seller Tools.

[3] Design a Global Template. If transactions are recurring and of the same nature, then creating a general template is highly recommended. Complete the template with your business information, upload a logo, and customize the invoice numbering system and other details you think are necessary.

How to Create, Send, and Manage PayPal Invoices (Philippines)
Creating PayPal Sales Invoices. With the available tools and templates, you can easily create and customize professional sales invoices for your business clients.

[4] Create Your First Invoice. If you already need to send one, simply input the recipient’s email address under Bill To. Click Edit to add more details such as the company name, business address, ZIP code, and others.

[5] Input and Organize Details. Under Customize, you may set the type of your sales invoice (Quantity, Hours, Amount Only), add or remove invoice details (Tax, Detailed Description, Item Discount, etc.), and select the currency. Input and select other details that are necessary for the given transaction.

[6] Preview and Send. Click on Preview before sending it to review all the invoice details and see how it looks on your client’s end. If everything is set and good, then click on Send. Your client will receive the invoice by email. If it is to be paid via PayPal, then it will be marked as paid as soon as the payment is completed.

How to Create, Send, and Manage PayPal Invoices (Philippines)
Managing PayPal Sales Invoices. You can manage all your sales invoices on a single page. You can manually mark invoices as paid or even download them for other purposes.

[7] Manage Your Invoices. You can manage all your invoices on a single page. For instance, if the payment is made via channels other than PayPal, you can manually mark the invoice as paid.

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