Online Invoicing and how it works

Jan 01 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.

PayPal invoices are easy to create. Just enter your customer’s email address. Then add an item with its quantity and amount. Add as many items as you like. You can include personalized notes, terms and conditions, discounts, or any attachments your customer might need.
When you’re finished, click Preview to see how your invoice will look for your customer.
 

How do I send invoices?

You can send PayPal invoices to any email address in the world. When your invoice is ready, just click or tap the Send button and PayPal’s platform will send an email notification with a secure link to the invoice directly to your customer. If they have a PayPal account, your customer will also receive notifications about the invoice when they log into their account.
 

How do I share invoice links?

You can also share links to invoices directly with your customers. On the desktop experience, click Share link to invoice under the Send action. You’ll get a link that lets your customer view and pay the invoice. You can copy the link and your invoice becomes payable. Then share it by email, text, or messaging app. Because invoices contain your customers’ personal information, don’t share the invoice link on a public site.
To share the link again, copy it from your list of invoices by clicking the three-dot icon for the invoice. Or get the link by opening up the invoice details.
 

How do I send invoices to multiple customers?

Send the same invoice to up to 100 customers by clicking Multiple customers and entering each email address in the Bill to field. We’ll send a separate, payable invoice to each customer.
 

How do I import a batch of invoices?

Create and send a batch of multiple invoices by importing a CSV file. Use our spreadsheet template to fill out the invoice details for each customer. For each invoice, include a customer email address, item name, and item amount. After you import the spreadsheet file, you can view a summary of the imported invoices before sending them. Once you send the file, we’ll email each customer a secure link to pay their invoice. For customer security, PayPal limits the number of invoices you can send in a single day.
Learn more about batch invoices.

Can I manage PayPal Invoicing from my mobile?

You can create, send, and manage invoices on both desktop computers and mobile phones. You can also send and manage invoices on the go with the PayPal Business mobile app. Get the mobile app from the Apple Store or Google Play. Learn more.
 

What are quick invoices?

Quick invoices let you send easy, professional payment requests on your mobile phone. They streamline invoice creation so you can quickly share a link to an invoice with your customer. Your customer will still get a professional invoice including your default business information.

On a mobile phone web browser:

1. Log into PayPal and go to your invoices.
2. Tap on the button icon in the lower right.
3. Choose Send a quick invoice, enter an amount, and payment description.
4. Tap Create and Share Link.
5. When your invoice link is ready, tap Share Link, and then share it by email, text, or messaging app.
 
On the PayPal Business mobile app:

1. Tap on the lightning bolt-shaped Quick Actions icon in the lower right.
2. Choose Send a Quick Invoice and follow prompts.
3. Tap Create and Share Link, then share it by email, text, or messaging app.
4. Tap Done.
 

How do invoices for shippable items work?

If you’re shipping an item or need your customer to give a shipping address, check the Ship Order box when you’re creating your invoice. You can then add any shipping costs. When your customer pays, you’ll be able to add tracking information when you ship their order.
 

How do I schedule recurring invoices?

You can set invoices to repeat weekly, monthly, yearly, or at a custom interval. When you start a recurring series of invoices, the customer will immediately receive the first invoice. (You also can schedule the recurring series to start at a future date.) The following invoices in the series will issue around 7:00 AM in your time zone according to frequency that you set.
 

Can I cancel a recurring invoice series?

 You can cancel a single invoice within a recurring series or the entire series of invoices. To cancel an invoice, tap the three-dot icon for the invoice within your list of invoices. You can also cancel the invoice from its details page. When you cancel an invoice within a recurring series, we’ll ask if you want to cancel the single invoice or the entire series.
 

How do I send invoices across national borders?

There’s no extra step to send invoices across national borders. You can send PayPal invoices to any email address in the world.
If your customer has a PayPal account, we’ll display the invoice and email notification in their preferred language. If your customer doesn’t have a PayPal account, we’ll send the invoice and notification email in the language of your account. You can also specify a different language by editing your customer’s contact info when you create the invoice.
Fees vary by country or region. See seller fees.

Save customer contact info

We’ll save a list of all your invoicing customers in your settings. You can add more contact info about your customers in your settings or by editing your customer’s information when you’re creating an invoice.

How can I cancel an invoice?

When you cancel a sent or shared invoice, your customer won’t be able to pay it.

Here's how to cancel an invoice or money request on the desktop experience:

  1. Log in to your PayPal account.
  2. Click Activity at the top of the page and then select All transactions.
  3. Click Details next to the invoice you want to review.
  4. Click Cancel invoice and follow the instructions.

Once the invoice has been canceled, an email notification will be shared withthe recipient.

On mobile, find the invoice from your list. Tap the More icon on invoice details and cancel it. 

Can I record payments made outside PayPal?

If your customer pays by cash, check, or another offline method, you can record the payment from the invoice details page. You can also record an offline partial payment if your customer made a deposit or paid an installment. Recorded payments appear in the activity of the invoice’s details page along with any notes you’ve entered about the payments. 

Can I add notes/memos for my records?

To add a note to your invoice for your own records, click or tap the More Options link while you’re creating an invoice. Add a memo that your customer won’t see. If you’ve already sent the invoice, you can add a memo on the invoice’s details page. 

Can I give my customers a receipt?

When your customer pays a PayPal invoice, they automatically receive a payment receipt. If your customer wants another copy of the invoice, you can share a link to the paid invoice or create a PDF to send or print. 

How do I download invoices for my business records?

To download single or multiple PDFs for your invoices, hover over one or more invoices in your list and check each box. Then choose Download from the actions displayed. 

How do I integrate PayPal Invoicing into my website?

With a single integration, you can connect PayPal Invoicing directly into your order management system or website. You’ll need API credentials to connect your PayPal account to your platform so you can integrate PayPal Invoicing with your site.
Integrate PayPal Invoicing.

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.

If you’ve received a money request or invoice that you aren't familiar with, don’t pay it. Don’t call any phone numbers stated in the invoice note or open suspicious links. You can cancel any unwarranted invoices or money requests by logging in to the PayPal website or the PayPal app.

Here’s how to decline a money request or invoice on the website:

  1. Select the money request or invoice on your Dashboard or in Activity.
  2. Click Cancel or Cancel Invoice.
  3. Follow the steps to confirm cancelation.

Here’s how to decline a money request or invoice on the app:

  1. Tap Payments.
  2. Tap Bills.
  3. Select the money request or invoice.
  4. Tap Decline or Cancel Invoice.
  5. Follow the stpes to confirm cancelation.

Here's how to pay a money request or an invoice:

  1. Go to Dashboard and find the request.
  2. Click Pay amount.
  3. Select your payment method.
  4. Click Pay Now.

Here's how to pay an invoice without a PayPal account:

  1. Check your email inbox for the invoice from PayPal.
  2. Click View and Pay Invoice.
  3. Click Pay amount.
  4. Click Pay with Debit or Credit Card if you don’t have an account.
  5. Click Pay Now after entering the information.
    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.