How to Send an Invoice on PayPal

Sending invoices with PayPal can ease your billing headaches

PayPal has become widely used by businesses small and large. For companies of all sizes, the ability to take payments from consumers make it a must-use. For individuals and small businesses, however, the ability to create and send invoices make PayPal a means to billing simplicity. With the PayPal invoicing system, anyone can create and send invoices to bring a level of professionalism to a company.

But how do you send an invoice? It’s actually quite simple.

Why You’d Want to Send Invoices Through PayPal?

There are a few solid reasons why you’d want to send invoices through PayPal.

  • The most obvious reason is that they give customers and clients and easy means of paying for your services/products.
  • Within a PayPal invoice will be a link customers/clients can click to take them directly to PayPal, where they can quickly pay (through PayPal) for that which they’ve been billed.
  • Outside of ease of use, sending invoices through PayPal also allows you to more easily schedule when an invoice is sent, send reminders of unpaid invoices, record payments, and more.
  • Besides, sending invoices via PayPal is incredibly easy, so it’s a no-brainer for any sole proprietor or small business.

With that said, let’s see just how easy it is to send an invoice with PayPal.

Sending a Basic Invoice

The first type of invoice we’ll send is a basic, click-and-send invoice. This means you’ll create the invoice and send it immediately.

Let’s say you’ve walked through the process of creating an invoice on PayPal and are ready to send it.

Screenshot of creating an invoice in PayPal.

The first thing you must do is make sure to add an email address in the Bill to section of the invoice. Without that email address, you cannot send the invoice to the recipient.

Screenshot of adding a new customer for an invoice.

Click the section labeled Email address or name (next to Bill to) and a drop-down will open. If this is a new recipient, click Add new customer. If you already have this recipient saved, you can enter the email address and it will automatically fill in the necessary details.

Screenshot of the PayPal Invoice Send drop-down.

With the recipient in place, fill out the remainder of the invoice. When you’ve completed the invoice, scroll down and click the Send drop-down. You will see two options:

  • Send via PayPal
  • Share link myself
  1. Click Send via PayPal and the invoice will be sent.

Scheduling an Invoice

Screenshot of scheduling an invoice in PayPal.

What if you don’t want to send the invoice immediately? Say, for example, you want to hold the invoice until a service is complete or a product ready to ship? For that, you can easily schedule an invoice send date. This is very simple.

Scheduling Invoice Times

All scheduled invoices are sent at 7AM on the morning of their schedule. There is no way to change this time.

Sharing Links

What if you’d rather send an invoice via a means other than email? Say you have a client that prefers SMS messages for invoices. Fortunately, PayPal thought of this. To choose this option, follow these steps:

  1. Create your invoice as per usual.

  2. When finished, click the Send drop-down.

  3. Select Share link myself.

  4. When prompted, copy the invoice link.

  5. Paste the copied link into the desired service and send.

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