Sending a quick invoice from the PayPal Business app.

Feb 16 2021 | Chase Jones, PayPal Editorial Staff

Take phone or in-person orders at a safe physical distance by sending a quick invoice on the PayPal Business app. Just enter the amount and share the invoice as a link – without physical contact – by text, email, or messaging app. 
If you haven’t alreadyyour first step is opening a PayPal Business account. 

Sending a quick invoice (total time: less than a minute per invoice).

It’s fast, free, and easy to send an invoice that your customers can pay – even if they don’t have an account with PayPal. You only pay a low transaction fee when your customers pay you. View fees.  
Here’s what you’ll need:  
  • Your PayPal Business account username and password 
  • Your smartphone or tablet 
  • The latest version of the PayPal Business app (available in the Apple App Store and Google Play.)
  • Your customers’ phone number, email address, or contact details for messaging and social apps  
Step-by-step instructions 
1. If you haven’t already, download the PayPal Business app. Log into the app using the username and password you created for your PayPal Business account.  
2. Click on the Quick Actions icon (it’s shaped like a lightning bolt) in the bottom right-hand corner of the screen.  
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3. Select the Send a Quick Invoice option.  

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4. Enter an amount for the invoice. 
5. (Optional) Add a memo to describe what the payment is for. This will appear in the body of the invoice your customer receives.  
6. Click Create and Share Link. 
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7. You’ll see a notification that your invoice link is ready to share 
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8. You can copy your invoice link and share it by email, text, or other messaging apps.  

9. Click Done on the confirmation screen. Follow the steps above to create and share another quick invoice. 
Once it’s sent, you can track and manage your invoice from the PayPal Business app or by logging into your PayPal Business account online.  
What your customers see.
Your customers will receive a notification that you’ve sent them an invoice. When they open the notification, they’ll be redirected to the PayPal website to view their invoice, where they can complete their payment following the steps below. 
  1. 1. Each invoice includes a Pay Now button.  
  1. 2. Once customers click the Pay Now button, they’ll have the option to pay using their account with PayPal or by entering their credit or debit card information.  
  1. a. To pay using their account with PayPal, they enter their PayPal login credentials, choose their funding source, and click Pay Now 
  1. b. To pay using a debit or credit card, they click the Pay with Debit or Credit Card option.  
  1. c. They enter their card details along with their billing, shipping, and contact information. They click Pay Now to submit the payment.  
The fastest way to send an invoice is by following the steps above for the PayPal Business app. If you want more advanced invoicing features, you can also create and send a standard invoice from the PayPal Business app or by logging into your PayPal Business account.  
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. 

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