(You can also fill out the invoice number but if you don’t it will prepopulate with the next chronological number in the series.)Ĭlick “Preview” to take a peek at it when you’re done. You can choose one of the templates you’ve created from there.įill out the rest of the fields, including the customer email address, the description, and the prices. At the top of the screen, you’ll see My Templates and a drop down menu next to it. When you’re ready to send that first invoice, click “Create Invoice” from the top menu. And when you like what you see, click “Save Template.” Sending a Custom Invoice When you’re done, click “Preview” to see the invoice as it will go out to your customer. ![]() You can also include payment instructions or warnings about late fees. Include a thank you note if you feel it to be appropriate. Your invoice template can be as specific or open as you’d like it to be. You may even have a need for all three options, depending on your business. That’s going to vary depending on whether you want to bill by hours, items, or a blank amount. Click “Create a New Template.” Here’s where you have the option to choose your invoice style. Click “Template” under the Settings drop down menu. Now it’s time to make your template that you’re going to use for your custom invoices. Just fill out the information you want to appear on your invoices and click “Save.” Making a Template You have a lot of options there, from your business logo and name to your business hours or your tax ID number. Under the Tools drop down menu, click “Invoicing.” Click “Business Information” under the Settings drop down menu. And all you have to do is set up your business information and make a template. You’ll have consistent branding as well as options to add important information for your customers. ![]() It doesn’t take much more time but it adds so much more flair to the invoicing process. But if you’re still clicking the “request money” link when it’s time to get paid, your business may need an upgrade.Ĭustom invoices is a feature that PayPal offers business accounts that want more professional options. And it’s dead simple to do a lot of things. With easy-to-use tools, it’s no brainer for entrepreneurs and customers looking to exchange money and goods. Your invoices are now customized.PayPal fuels a lot of small businesses. ![]() Optionally, select columns on your invoices to hide.Ĭlick Save all changes once you’re finished adjusting settings. You can select from Quantity, Hours and Other. You can choose Items, Products, or Services, or enter a custom name by selecting Other. You can toggle this on to automatically send customers a reminder on 3, 7, and 14 days after an invoice's due date. Default notes/terms that will appear on each invoice.If you need to include payment terms on all invoices, add them to your default invoice footer. Default footer that will be displayed at the bottom of each invoice.Default subheading that will be displayed below the title of each invoice.You can’t select a custom date to be set by default, but you can select a custom due date on individual invoices themselves. You can choose from upon receipt of the invoice, or 15, 30, 45, 60 or 90 days after receipt. Default payment terms for when a payment is due.Invoice SettingsĬhoose default settings for invoicing including: Make sure Display logo is selected if you wish for your logo to be visible on invoices. ![]() Wave recommends using a logo under 5MB in size, and a maximum of 300 pixels by 200 pixels. Add or change your logoĪdd your Company logo by choosing a JPEG, PNG, or GIF image from your computer. It’s not currently possible to select a custom font. You can change the font of your invoices by switching between the three invoice templates, which have different set fonts. TemplateĬhoose one of the three available templates by clicking the left or right arrow. If you know the hexadecimal code of the color you would like to use, you can also enter it in the hex box.Īs you adjust the accent color, you'll see it change in real-time on the invoice template below. Select an accent color for your invoice by dragging the circle along the color-strip, and adjust the tone of the color by dragging the circle around the tone box. Changes made under the General settings section and the Invoice column settings section are applied to both invoices and estimates. Invoices and estimates share the same customization page.
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