How to send an invoice on PayPal to remind your clients to pay you

ShutterstockTo send an invoice on PayPal, go to the ‘Send & Request’ menu on your account.

  • You can send an invoice on PayPal for free, and the setup only takes a few minutes.
  • PayPal invoices are perfect for freelancers looking to collect a commission for their work.
  • PayPal invoices offer a customisable template, allowing you to add a company logo, promotional discounts, and product descriptions.
  • Visit Business Insider’s homepage for more stories.

We’re living in an age where payment can be received digitally and in an instant. Many apps, such as PayPal, allow for quick and painless money transfers.

PayPal invoicing in particular is a valuable tool for professionals and companies. It allows freelancers to request monthly payments from their clients, for example.

The best part about PayPal invoicing is that the templates can be customised, so that you can add promotional discounts, product descriptions, and even your company logo. Here’s how.

How to send an invoice on PayPal

1. Start by logging into PayPal’s website. Click on the “Send & Request” tab at the top of the site.

2. Click on the “More” tab beneath “Send & Request” on the next page.

Image 1Taylor Lyles/Business InsiderThe ‘More’ tab is located to the left side of the screen, to the right of ‘Contacts.’

3. Click on “Get Started” under the “Create an Invoice” section.

4. Click on “+ Create Invoice” on the right-hand side of the page.

Image 2Taylor Lyles/Business InsiderYou can manage previously made invoices after you click ‘Create an invoice.’ To create new ones, you can click on ‘Create an invoice’ on the right-hand corner.

5. You’ll be brought to a page where you can write in all the information that you want on your invoice. On this page, you can:

  • Enter the name of the person(s) you are seeking payment from (e.g., their email address or name).
  • Set the frequency of when the invoice should be sent (e.g. one time, weekly, monthly).
  • Add your logo.
  • Add a description of the sale, and terms and conditions (if applicable).
  • Enter the amount of money owed, as well as the type of currency you’re seeking.
Image 5Taylor Lyles/Business InsiderThe information on your invoice includes the type of invoice you are sending. a description of the item(s) in question, when the invoice is due, and more.

6. Review all the information you’ve filled out and make sure it’s all correct.

7. Once everything looks good on your end, click “Send” at the bottom of the page.

The “Send” button gives you the option to send your invoice via PayPal or by yourself. In the latter case, PayPal will generate a link you can send to anyone through email or other chat services. The link will lead directly to your invoice.

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