InvoiceINVOICE
Your contact infoInvoice number(Leave blank to
auto-number)Business nameInvoice date *6/2/15Locale:en_USUSBusiness
emailDue dateVersion:2USCurrencyUSDInvoice URL:USFirst nameLast
nameCountry *United StatesAddress
CityStateZIP codePhone numberFax numberWebsiteAdditional
infoSend toRecipient's email *
Bill toShip toBusiness nameBusiness nameFirst nameFirst nameLast
nameLast nameCountry *United StatesCountry *United
StatesAddressAddress
CityCityStateStateZIP codeZIP codeAdditional info
Item name *DescriptionQuantity *Unit price
*AmountTaxableDiscountPretax AmtTaxLine SubItem 1Description
10$0.00$0.00Yes$0.00$0.00$0.00$0.00$0.00
Subtotal$0.00Discount typeAmountDiscount($0.00)
Author: Invoice tip: For percentage, enter the amount followed by
the percent (%) sign.$0.00Shipping$0.00$0.00Shipping
taxable?YesSales tax rate0.00%$0.00Total$0.00
Terms & conditionsCharacters remaining: 4000
Note to recipientCharacters remaining: 4000
Memo (Your recipient won't see this)Characters remaining:
150
Click the plus (+) to the left to add more info. (To delete a
tip, click the edge to select it and press Delete.)Press the Tab
key to add more rows.
BatchBATCH INVOICING
The functionality on this sheet is not currently available in
the PayPal Invoicing app.
INSTRUCTIONS (Click plus sign to view/hide) Enter up to 100 rows
of invoice details. Only email address, amount, and currency is
required. We'll auto-enter invoice numbers and invoice date if left
blank. Select CREATE > BATCH > SEND ALL INVOICES on the web
application to send your invoices.
Your contact infoInvoice number(Leave blank to
auto-number)Business namePayPalInvoice date *6/2/15USBusiness
emailDue date *en_US2First nameLast nameAddress
CityStateZip codeCountryUnited StatesPhone numberFax
numberWebsiteAdditional info2 Email Address *First NameLast
NameBusiness NameInvoice #Inv DateDue DateDescription *Amount
*Currency *Tax RateNote (to customer)MemoPayPal
[email protected] Coffee2-Jun-15Line item
description100.00USD8.250%Thank you for your business.This customer
wants 1 day
shipping.2-Jun-150.0USD0.000%2-Jun-150.0USD0.000%2-Jun-150.0USD0.000%2-Jun-150.0USD0.000%2-Jun-150.0USD0.000%2-Jun-150.0USD0.000%2-Jun-150.0USD0.000%2-Jun-150.0USD0.000%2-Jun-150.0USD0.000%2-Jun-150.0USD0.000%2-Jun-150.0USD0.000%2-Jun-150.0USD0.000%2-Jun-150.0USD0.000%2-Jun-150.0USD0.000%2-Jun-150.0USD0.000%2-Jun-150.0USD0.000%2-Jun-150.0USD0.000%2-Jun-150.0USD0.000%2-Jun-150.0USD0.000%2-Jun-150.0USD0.000%
DataINVOICE DATA
The data on this sheet is used by the PayPal Invoicing app and
should remain hidden. Any changes made to this sheet could result
in invoice errors. CountryCodeStateZIPCurrency
CodeAustraliaAUStatePostal codeAUDCanadaCAProvincePostal
codeCADUnited KingdomGBCountyPostal codeGBPUnited StatesUSStateZIP
codeUSD
FAQsFrequently Asked Questions
This invoicing template was built to be used with Excel
2013.
When you download the template an application should appear that
enables you to send and manage your invoices. If this application
does not appear, on the Insert tab, in the Apps group, click Apps
for Office. Search for PayPal Invoicing, and then insert it.
What if I dont have Excel 2013?
If you have an older version of Excel you can download PayPals
Excel Invoicing Application for Excel 2007 & Excel 2010.Click
this link to get the invoicing add-in.
Or, you can try an Office 365 plan that includes a desktop
version of Excel 2013 free for one month.Click this link to try 1
month for free.
Can I use this tool to manage invoices created on
PayPal.com?
Yes. All invoices that you created using the web invoicing tool
on PayPal.com will appear on your invoice management screen. A blue
"W" will appear next to the invoice to indicate it was created on
the web. To view or edit these invoices you can click the View and
Edit action.
How do I add a logo to my invoice?
To add a logo to your invoice, go to the invoice logo page in
your PayPal account and add a logo. This image will be used in the
invoice that is sent to your customers from Excel.Click this link
to go to the invoice logo page in your PayPal account.Note: Your
logo will not be displayed in the Excel template, but will be
displayed to your customer in the invoice that you send.
How do I add or edit my business information?
Click the [+] sign to the left of the business information to
expand the section and enter more details.
How do I add or edit my customer's billing or shipping
information?
Click the [+] sign to the left of your recipient's email address
to display the billing and shipping section.
The web application panel disappeared. How do I get it back?
On the Insert tab, in the Apps group, click Apps for Office.
Search for PayPal Invoicing, and then insert it.
What will my customers receive when I submit the invoice?
When you send the invoice, your customer will receive an email
that shows the summary of the invoice. It will also include a
button to View and Pay the Invoice.
When your customer clicks View and Pay Invoice, they will see
the details of the invoice and a button to pay online.
What should I do if I still have questions?
Additional answers can be found in the web panel under More in
the FAQ section.If you have unanswered questions or ideas for
improvements to the invoicing tool, feel free to send feedback to:
[email protected]
