Jitendra Vaswani

How to Use a PayPal Account to Request and Create an Invoice

Do you want to know how to submit a PayPal payment request or invoice?

Your research has come to a conclusion.

With 325 million active accounts, PayPal is by far the most popular digital payment platform. PayPal allows consumers and businesses to receive money in over 100 currencies and is accepted in over 200 countries across the world.

As a result, PayPal is the preferred payment method for small businesses and freelancers.

Professional invoices and the request money tool in PayPal make it even easier to be paid.

Yes, whether you’re aware of it or not, PayPal allows you to create invoices, which then allows your customers to pay you with a simple click.

So, in this post, we’ll show you how to do it step by step;

  • How to make a PayPal money request.
  • How to make a PayPal invoice.
  • How to send a PayPal invoice.

Let’s get started without further ado.

How To Request Money On PayPal

To make a money request on PayPal, go to – Request payments in the Tools section of the 

top menu.

You have three easy alternatives for using PayPal’s request money function to make it easier to request payments from your friends and customers.

1) Make a payment request through email

This is the simplest way to make a Paypal money request. All you have to do is write in the names, emails, or phone numbers of the people from whom you’re seeking money, evaluate, then select Request Payment.

2) Submit an Invoice

PayPal invoicing is an excellent tool for automating your invoicing process.

Invoice templates are simple to use and can be customized in any manner you desire. A PayPal invoice can include your company logo, product descriptions, automated invoice numbers, promotional discounts, shipping fees, and the currency you want to be paid in.

3) Send your PayPal.Me link to others

This is a unique and convenient way to pay and receive money.

Simply set up your own PayPal account.

Send the link to whomever you choose by SMS, social media, or email. Your consumers can then send you funds by clicking on the URL you gave.

The best part of the PayPal request money feature is that there is no cost for requesting payment on PayPal, regardless of the payment method you choose.

When a client pays into your PayPal account, you may also withdraw the monies into your associated bank account.

As a result, you’ll have to pay a modest charge to receive a payment, which will be added to your PayPal account balance once your payment request is processed.

PayPal Invoicing is the best approach to make a payment request out of these three alternatives since it allows you to design and send professional invoices to your clients while also tracking your payments from your PayPal account.

Let’s look at how to build and submit a PayPal invoice.

How to Create a PayPal Invoice

Step 1: Go to Tools > Invoicing on PayPal to create an invoice.

Step 2: To begin creating your first invoice, click Create Invoice. When you click this button, a window will appear.

Step 3: The invoice number is automatically produced.

Add your company’s details, as well as your logo, to give it a professional appearance.

Step 4: Fill up the recipient’s details.

Step 5: Save as drafts after entering item information, price, and other data such as taxes, discounts, shipping charges, and so on.

It’s now time to submit the invoice to the relevant person.

How to Send a PayPal Invoice

It’s simple to send an invoice using PayPal. All you have to do is click the Send button on the invoice, and you’ll be presented with two options:

  • Send via PayPal.
  • Share link myself.

If you select the first option (send via PayPal), your invoice will be delivered right away or at a later time.

If you select “Share link myself,” you will be sent to a screen.

You may then copy the URL and send it to someone through email, text, or chat.

Quick Tip: You can send invoices to multiple recipients at once or on a recurring basis.

Final Thoughts

This explains how to use PayPal to make a payment request and produce an invoice.

PayPal invoices are ideal for freelancers who are eager to get paid for their job.

So, go worldwide with your freelancing business and take it to the next level.

Please let us know if you have any further queries about PayPal payment requests or making invoices in the comments section.

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