Online Invoicing and how it works

Feb 20 2020 | PayPal editorial staff

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Invoicing is essential to any business to getting paid, but can take up too much time in sending, tracking and managing them. Online Invoicing is a tool to simplify this process, whether or not you have a website. All you need is your PayPal Hong Kong accountIf you’ve already activated your PayPal Business Account and are wondering how you can organise and manage your invoices, we’re here to give you a quick rundown. 

What is Online Invoicing? 
PayPal’s Online Invoicing is a feature that comes included in your PayPal account. You don’t have to pay to create or send an invoice and you can even personalise it with your own company logo.

It’ll only take minutes to create and send one and you can choose to send the invoice via email, share a link to the invoice or even schedule an invoice to be sent on a later date. The best part is, you’ll get to see all your invoices at a glance when logged into your PayPal account, which makes managing and tracking your payments a whole lot easier. 

How to send an invoice? 


Step 1:  
Log in to your PayPal Business Account.



Step 2:  
Look for Tools and click on Invoicing 



Step 3:  
Select Create to start creating a new invoice.  



Step 4:
Enter your customer’s email address, payment details, description of services and any other necessary information.  


Step 5:  
Click to expand the Send dropdown to either Share Link Myself* or Send the invoice directly.
*Because invoices contain sensitive details, never share the invoice link in a public forum.



Step 6 (Optional):  
To schedule an invoice, select a future date you wish to schedule your invoice for and select Save and Schedule. Your invoice will then be saved and sent on your scheduled date.

And that’s all there is to it! You can even save the details of your regular customers to your address book to help save you more time.




 
The contents of this site are provided for informational purposes only. You should always obtain independent, professional accounting, financial, and legal advice before making any business decision.

Frequently asked questions.

You have 3 convenient options to request payments from your friends or customers. It's ok if they don’t have a PayPal account yet; we'll help them sign up for one and guide them through the payment. We’ll email you when your payment request or invoice is paid. 

There’s no fee for your to request a payment. You only pay a fee for receiving a payment when your request is paid. When the payment request is paid, the funds are added to your PayPal account balance.
 

Option 1. Send an email payment request

What is PayPal Email Payments?
Email Payments allow you to receive payments from anywhere around the world simply by sending a digital request. The recipients will then receive an email that allows them to pay you with credit/debit card, bank account, or their PayPal balance. If the transactions are eligible for Seller Protection, it’ll be reflected in your Transaction Details page.

How to send a payment request?

  1. Click Pay & Get Paid at the top of the page.
  2. Under 'Accept Payments', click Request money.
  3. Enter the person's name or email address, then click Next.
  4. Enter the amount, select the currency and click Request Payment.

You can request money from more than one person at a time. To do so, just enter their email addresses separated by commas in Step 2 above. 

Option 2. Send an invoice

What is PayPal Invoicing?
Online Invoicing is a free management tool to help you automate your invoicing process. The feature provides an easy-to-use invoice template that can be personalised with details such as your company logo, product descriptions, and invoice ID numbers. They can also be customised with discounts, shipping costs, and the currency you wish to be paid in. You can send the invoice via email or a direct link, immediately or at a scheduled later date. Invoices can also be send to multiple recipients at one go, or on a recurring basis.

How to send an invoice?

  1. Click Pay & Get Paid at the top of the page.
  2. Under 'Accept Payments', click Request money.
  3. Click Create an invoice.
  4. Enter the required information.
  5. Click Send.
     

Option 3. Share your PayPal.Me link

PayPal.Me is our new, hassle-free way to pay and get paid. You can share your personal PayPal.Me link with anyone via SMS, social media platform or email. Your customers can then click or type your link and send you payments. If their payments meet the eligibility for Buyer Protection, their purchases will also be safeguarded by PayPal. Learn more about how PayPal.Me works.

You must confirm your email address first in order to start receiving payments. If someone sends you a payment, you’ll receive an email notification. You’ll need to manually accept the first payment you receive. The payments received afterwards will be automatically accepted into your account.

Here are some ways you can get paid:


The funds you receive will appear in your account balance on the Summary page. You can then use the balance to send payments or withdraw it to your bank account.

Compare our payment solutions to find the best fit for your payment needs in Hong Kong.

The PayPal Developer Centre (in English only) offers support for developers who have questions about technical topics, such as APIs, PayPal product integration, or testings. You can also find useful information on the PayPal Community Forum, or contact our technical support specialists on Merchant Technical Support.

Below is a list of common topics searched for by developers: 

Account Authentication
Information about validating your visitor's PayPal account.

Encrypted Website Payments
To make online payments more secure, you can make Encrypted Website Payment buttons that rely on standard public key encryption for protection.

Identity API
PayPal offers a secure commerce Identity API that lets your customers sign in to your web site using their PayPal credentials.

Instant Payment Notification
Instant Payment Notification is a message service that automatically notifies merchants of events related to PayPal transactions.

Invoicing
Merchants, developers, and business solution providers use Invoicing APIs to automate the creation, delivery, tracking, and reconciliation of invoices with an integrated payments solution.

Mobile SDK
Accept PayPal, credit cards and other payments methods through mobile apps.

Name-Value Pair (NVP) API
Information and support on name value pairs and NVP SDKs.

PayPal Checkout
PayPal Checkout gives your buyers a simplified and secure checkout experience that keeps them local to your website or mobile app throughout the payment process.

PayPal Sandbox Support
Information and support for users testing in the PayPal Sandbox environment.

PayPal Shopping Cart
The PayPal Shopping Cart system allows buyers to select multiple items on your website and pay for them with a single payment.

Permissions Service API
PayPal's permissions service enables you to request and obtain authorization to make API calls and take action on behalf of your customers.

SOAP
The PayPal SOAP API is based on open standards known collectively as web services, which include the Simple Object Access Protocol (SOAP), Web Services Definition Language (WSDL), and the XML Schema Definition language (XSD).

Testing Your Apps in Sandbox
A guide for developers testing their apps in the PayPal Sandbox environment.

Virtual Terminal
Information about PayPal's Virtual Terminal - a web-based application that processes credit and debit cards, replacing swipe machines.

Website Payments Pro
PayPal's Website Payments Pro is an API-based solution that enables merchants and developers to accept credit cards, debit cards, and PayPal payments directly on their website.
 
Website Payments Standard
You can accept credit cards online easily and offers a streamlined checkout experience to customers using mobile devices.

There’s no fee to send an invoice or money request. You pay a fee when a customer sends you money.

See more details about PayPal fees.

The contents of this site are provided for informational purposes only. The information in this article does not constitute legal, financial, IT, business or investment advice of any kind and is not a substitute for any professional advice. You should always obtain independent, professional accounting, financial, IT and legal advice before making any business decision.