Online Invoicing and how it works

Jan 02 2020 | PayPal editorial team

Learn more about how to create and send professional-looking invoices.
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 account in India. If 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 Business 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.

There’s no fee to send an invoice or payment request to your customers. You only pay a fee for receiving a payment when your invoice or payment request is paid.

Learn more about payment request and email invoice in India.

Have more questions about PayPal invoicing? Here's a video to help.

PayPal Invoicing lets you send professional payment requests to your customers. Depending on your business, you may want to first send an estimate for customer approval.

To send an estimate:
  1. Click Create Estimate.
  2. Fill in the form and click Send.
Your customer can review the details, approve the estimate, or request changes.

Once your customer has approved your estimate, you will get a notification. Simply click Convert to Invoice to turn your estimate into an invoice. Send the invoice to get paid fast.

After your money request or invoice has been paid:

  • We email you to let you know it has been paid.
  • The money appears in your PayPal balance.
  • The status of the money request or invoice changes to "Paid" in your Activities.

Haven't received your payments? You can send a reminder to your customers, go to your Activities, and then click Send a reminder under your money request or invoice.

The unpaid money request or invoice will be closed after 30 days.

Yes. You can cancel a payment request or an invoice before it's paid.

To cancel a payment request or an invoice:

  1. Go to Activities.
  2. Click Cancel beside the transaction you want to cancel.
  3. Click Yes.

A payment request will expire automatically after 30 days if it's not paid by then. An invoice will stay valid unless you’ve selected a due date before sending it to your recipient.

Need to learn more about PayPal invoicing? Here's a video to help.

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.