Online Invoicing and how it works

Feb 20 2020 | PayPal editorial team

Send, track and manage your invoices with PayPal.
Invoicing is a key step in receiving payments, but can be tedious and time-consuming. Online Invoicing is a tool to simplify this process, and it can be used whether or not you have a website. If you’ve already activated your PayPal Business Account and are wondering how you can better streamline your invoicing process, 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 personalize it with your own company logo.  
It’ll take only minutes to create and send one. Once done, you can choose to send the invoice via email, a link address, 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 within 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 money request. You pay a fee when a customer makes a payment to you.

For more information, click Fees at the bottom of any PayPal webpage.

The PayPal Developer Portal offers support for developers who have questions about technical topics, such as APIs or integration. Below is a list of common topics searched for by developers. You can also browse and search on the Developer Portal for additional topics.

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.

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.

Payflow Gateway
Payflow Pro is a high performance TCP/IP-based client-server architecture solution. It includes a secure payment gateway that gives merchants total control over 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.

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.
PayPal Payments Standard
You can accept credit cards online easily and offers a streamlined checkout experience to customers using mobile devices.
Here's how to create your CSV batch PayPal invoice file.
  1. Click the Use our sample batch file link
  2. Fill in the file, leaving the headers in place. Add one line per invoice recipient.
  3. Be sure to fill out at least the email address, item name and item amount.
  4. Refer to the currency codes page for PayPal to see all supported currencies.
  5. Save the file as a CSV file. Then click browse to select the file and upload.
You can add, edit, and delete contacts from your PayPal address book in your Invoice Settings.

Here's how:
  1. Go to your Invoices page.
  2. Under 'Settings', select Address book.
  3. Click the contact you would like to update, then click Edit or Delete contact.
  4. Click Add new contact if you want to add new contacts to your address book.
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.