Accepting payments through the web must always be a secure transaction. If your customers don’t trust your site security then they will likely hesitate before hosting with you. This tutorial is applicable for those on shared reseller hosting and reseller VPS hosting.
Setting proper security protocols can be daunting, but you can easily set up a secure payment gateway with a free PayPal account.
You can learn more about website security here.
In this tutorial I will show you how to send an invoice to a customer through PayPal.
In order to send a PayPal invoice you will only need a PayPal account and your customer’s email address (where they will receive the invoice).
How to Send an Invoice Through PayPal
PayPal has a complete article about the differences between payment gateways and payment processors which is outside the scope of this article but good for you to know.
- Log into PayPal
- Click Send & Request at the top
- Choose Send an invoice from the right-hand menu
- Fill out the invoice details
- Click Send
The final step, of course, it to wait for your money. Once you send the invoice, your customer will be notified via email.
Check Invoice Status
From within the invoice interface, you can click to “Manage” current invoices from the menu at the top. Under the manage interface you will be able to view current, filled, and outstanding invoices. You can even send reminders to your clients in case they may have missed the email notification triggered by the initial invoice.
More eCommerce Resources
Check out these other eCommerce resources from the support center:
How about your PayPal email?
Hi Mark,
I am not sure I understand the question. If you can please clarify we will be happy to help!
Hi Chris,
This is indeed a timely help to me. Though I have been using PayPal for years I never used this, but today one of my clients asked an Invoice developed via PayPal and he send me the link and I did and created my first PayPal Invoice embedding my logo. It’s really looks wonderful than my usual Invoices.
Thanks again for sharing this step by step guide to create an Invoice.
Keep sharing.
Best Regards,
Philip Verghese Ariel
It’s really a lot easier than this article says. You just go to send and request, then select request, and type in the email address of the person you are requesting the money from, type in the amount, and you done.
Oh, but I quess that’s not really making an invoice. Still, it was a very simple way for me to receive the additional postage I needed from a buyer.
Hello,
I am actually trying to put the money from my gift card to my paypal account, and im not sure how to do that. I was told to do an invoice but im not sure that was the best way. I dont know how to do this and would really like some help. please let me know what to do.
Thank you,
Lachelle Crossley
My recommendation is to speak with Paypal and how you can do that. Some gift cards can’t be converted to cash so you would have to use the card in a transaction like a credit card.