{"id":3771,"date":"2021-03-01T15:43:00","date_gmt":"2021-03-01T20:43:00","guid":{"rendered":"https:\/\/www.inmotionhosting.com\/support\/2016\/02\/12\/how-to-send-an-invoice-through-paypal\/"},"modified":"2023-11-29T18:39:28","modified_gmt":"2023-11-29T23:39:28","slug":"how-to-send-an-invoice-through-paypal","status":"publish","type":"post","link":"https:\/\/www.inmotionhosting.com\/support\/website\/ecommerce\/how-to-send-an-invoice-through-paypal\/","title":{"rendered":"How to Send an Invoice Through PayPal"},"content":{"rendered":"<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"538\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2021\/03\/Paypal-Invoice-1024x538.png\" alt=\"Send invoice through PayPal.\" class=\"wp-image-70177\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2021\/03\/Paypal-Invoice-1024x538.png 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2021\/03\/Paypal-Invoice-300x158.png 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2021\/03\/Paypal-Invoice-768x403.png 768w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2021\/03\/Paypal-Invoice.png 1200w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><\/figure>\n\n\n\n<p>Accepting payments through the web must always be a secure transaction. If your customers don\u2019t trust your site security, then they will likely move onto another company to conduct business.<\/p>\n\n\n\n<p>Setting proper security protocols on <a href=\"https:\/\/www.inmotionhosting.com\/ecommerce-hosting\">eCommerce servers<\/a> can be daunting, but with a free PayPal account, anyone can <strong>Send an Invoice<\/strong> from a customer or <strong>Request Money<\/strong> from a friend through PayPal\u2019s mobile app and website.<\/p>\n\n\n\n<p>In this tutorial, I will show you how to send an invoice and request money to a customer through PayPal.com.<\/p>\n\n\n\n<p>In order to send a PayPal invoice, you will only need a PayPal account and your customer\u2019s email address (where they will receive the invoice). The steps will be the same whether you have a personal or business PayPal account.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#send-invoice\">How to Send an Invoice Through PayPal.com<\/a><\/li>\n\n\n\n<li><a href=\"#request-money\">How to Request Money Through PayPal.com<\/a><\/li>\n\n\n\n<li><a href=\"#check-status\">Check Invoice Status<\/a><\/li>\n\n\n\n<li><a href=\"#resources\">More eCommerce Resources<\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"send-invoice\">How to Send an Invoice Through PayPal.com<\/h2>\n\n\n\n<ol class=\"article_list wp-block-list\">\n<li>Log into PayPal.<\/li>\n\n\n\n<li>Click <b>Send and Request<\/b> from the top menu.<\/li>\n\n\n\n<li>On the next page, locate <strong>More<\/strong> from the sub-menu.<\/li>\n\n\n\n<li>On the next page, select <strong>Create an invoice<\/strong> from the available options.<br><br><img decoding=\"async\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2023\/11\/PayPal-Create-Invoice.png\" alt=\"Select Create an Invoice on PayPal.com\" style=\"width: 600px;\"><\/li>\n\n\n\n<li>On the <em>Invoicing<\/em> page, select the <strong>Create Invoice<\/strong> button in the upper right hand corner.<br><br><img decoding=\"async\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2023\/11\/PayPal-Invoicing-Screen.png\" alt=\"Select Create Invoice from the Invoicing page\" style=\"width: 600px;\"><\/li>\n\n\n\n<li>On the <strong>Invoice Creation<\/strong> screen, there are a vast number of items to customize. Be sure to fill out the invoice with the required information and any pertinent details. Invoice options include:<br><br><strong>Template:<\/strong> Amounts only, Hours, Quantity<br><strong>Bill To:<\/strong> Bill Single or Multiple Customers, Email Address or Name (from your PayPal contacts)<br><strong>Items:<\/strong> Line Items, Quantity, Amounts, and optional Description<br><strong>Message to Customer:<\/strong> Seller Note to Customer, Terms and Conditions, Reference Number<br><strong>More Options:<\/strong> Upload Attachments, Memo to Self<br><strong>Invoice:<\/strong> Invoice Number, Due Date, Net Terms, Discounts, Shipping, Other Amounts<br><strong>Payment Options:<\/strong> Allow Partial Payment, Allow Tip<br><br><img decoding=\"async\" style=\"width: 600px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2023\/11\/PayPal-Invoice-Creation.png\" alt=\"PayPal Invoice Creation\"><\/li>\n\n\n\n<li>Before you press the Send button, click on the <strong>3 dots<\/strong> next to it if you want to utilize any of these features: Share link to invoice, Save Draft, or Save as Template<br><br><img decoding=\"async\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2023\/11\/PayPal-Invoice-Sharing-Options.png\" alt=\"PayPal Invoice Sharing Options\" style=\"width: 400px;\"><\/li>\n\n\n\n<li>Click <strong>Send<\/strong> to send the invoice to your customer(s).<\/li>\n<\/ol>\n\n\n\n<p>The final step, of course, it to wait for your money. Once you send the invoice, your customer will be notified via email.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"request-money\">How to Request Money Through PayPal.com<\/h2>\n\n\n\n<ol class=\"article_list wp-block-list\">\n<li>Log into PayPal.<\/li>\n\n\n\n<li>Click <b>Send and Request<\/b> from the top menu.<\/li>\n\n\n\n<li>On the next page, locate <strong>Request<\/strong> from the sub-menu.<\/li>\n\n\n\n<li>Locate your customer using any of the following: Name, Username, Email, Mobile Phone Number<br><br><img decoding=\"async\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2023\/11\/PayPal-Business-Request-Money-from-Anyone.png\" alt=\"PayPal Request Money menu and contact look up\" style=\"width: 600px;\"><\/li>\n\n\n\n<li>Select the appropriate user from the results and click <strong>Next<\/strong>.<\/li>\n\n\n\n<li>Enter the dollar <strong>amount<\/strong>, set the <strong>currency<\/strong>, and add a <strong>note<\/strong> to indicate what the invoice is for.<br><br><img decoding=\"async\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2023\/11\/PayPal-Business-Request-Money-Invoice.png\" alt=\"PayPal Request Money screen\" style=\"width: 600px;\"><\/li>\n\n\n\n<li>Click <strong>Request Now<\/strong> to request money.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"check-status\">Check Invoice Status<\/h2>\n\n\n\n<p>From the main <strong>Invoicing<\/strong> page, you will find a list of all paid and unpaid invoices, plus any draft invoices. Next to each invoice, you can access additional options from the 3 dots menu including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Record Payment \u2013 useful if your customer pays you with cash, check or ACH<\/li>\n\n\n\n<li>Print<\/li>\n\n\n\n<li>Download PDF<\/li>\n\n\n\n<li>Share Link<\/li>\n\n\n\n<li>Archive<\/li>\n<\/ul>\n\n\n\n<p>You can even send reminders to your clients in case they may have missed the email notification triggered by the initial invoice.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"resources\">More eCommerce Resources<\/h2>\n\n\n\n<p>PayPal has a complete article about the differences between <a href=\"https:\/\/www.paypal.com\/us\/brc\/article\/what-is-a-payment-gateway\" target=\"_blank\" rel=\"noopener noreferrer\">payment gateways and payment processors<\/a> which is outside the scope of this article but good for you to know.<\/p>\n\n\n\n<p>Check out these other eCommerce resources<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.paypal.com\/us\/cshelp\/topic\/help_seller_tools_personal\" target=\"_blank\" rel=\"noreferrer noopener\">PayPal Seller Tools<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.inmotionhosting.com\/support\/product-guides\/wordpress-hosting\/ecommerce-plugins\/\">Best WordPress eCommerce plugins<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.inmotionhosting.com\/ecommerce-hosting\">eCommerce hosting options<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Accepting payments through the web must always be a secure transaction. If your customers don\u2019t trust your site security, then they will likely move onto another company to conduct business. Setting proper security protocols on eCommerce servers can be daunting, but with a free PayPal account, anyone can Send an Invoice from a customer or<a class=\"moretag\" href=\"https:\/\/www.inmotionhosting.com\/support\/website\/ecommerce\/how-to-send-an-invoice-through-paypal\/\"> Read More ><\/a><\/p>\n","protected":false},"author":56983,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[4301],"tags":[],"class_list":["post-3771","post","type-post","status-publish","format-standard","hentry","category-ecommerce"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Send an Invoice Through PayPal | InMotion Hosting<\/title>\n<meta name=\"description\" content=\"With a free PayPal account, anyone can Send an 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