PayPal Invoicing - 2010 Podręcznik Użytkownika Pobierz pdf (Strona 15)

Invoicing User’s Guide September 2010 15

Creating Invoices

Create invoices for goods and services through the Request Money tab.

 “The Invoicing Process” on page 15

 “Creating Invoices and Entering Details” on page 17

 “Previewing Invoices” on page 28

 “Saving Invoices” on page 30

 “Sending Invoices” on page 31

 “Printing Invoices” on page 32

The Invoicing Process

The invoicing process begins with creating an invoice and ends with managing the invoices.

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Invoicing User’s Guide 1
PayPal Invoicing User’s Guide 2
Contents 3
About This Guide 7
Intended Audience 7
Revision History 7
Documentation Feedback 7
Invoicing End-to-End 10
What Does Your Customer See? 11
About Invoicing 12
Accessing PayPal Invoicing 13
Creating Invoices 15
What’s in an Invoice? 17
5. Entering Item Information 24
7. Finalizing an Invoice 27
Previewing Invoices 28
Saving Invoices 30
Sending Invoices 31
Printing Invoices 32
Managing Your Invoices 35
About Invoice Statuses 37
Searching Invoices 38
About the Basic Filters 39
About the Advanced Filters 39
Reviewing Invoice Details 42
Editing Invoices 47
Exporting Invoice Information 49
Copying Invoices 54
Sending Invoice Reminders 55
Canceling Invoices 56
Archiving an Invoice 58
Unarchiving an Invoice 59
About Invoices and Shipping 61
Managing Invoice Payments 63
Recording Invoice Payments 65
Customizing Your Invoice 69
Information 69
3. Click Invoice Settings 73
Changing Your Invoice Logo 77
Deleting Your Invoice Logo 78
Adding Your Payment Logo 79
About Invoice Templates 83
Working with Templates 85
Creating Templates 87
Setting the Default Template 98
Previewing Templates 99
– Click Save Template 100
Deleting Templates 101
Managing Templates 102
Working with the Address Book 103
Accessing the Address Book 104
Editing Address Book Entries 110
Searching for Contacts 114
Deleting Address Book Entries 115
Deleting Contacts 116
Working with Saved Items 119
Adding a Saved Item 120
Editing Saved Items 123
Deleting Saved Items 125
Managing Your Tax Information 127
Adding Tax Information 128
Editing Tax Information 132
Editing a Tax 133
Deleting Tax Information 134
Invoice Administration 135
Invoicing and Reporting 137

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