How To Create An Invoice In PayPal – Forbes Advisor

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Every invoice should include a brief description of the products purchased or services rendered. In some instances, you may also want to include an itemized list to further break down all associated costs.

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Add the following information to your invoice:

  • Item
  • Quantity
  • Price (the invoice subtotal will automatically update)
  • Tax (default is no tax)
  • Description (optional)

If you want to add tax, click on the drop-down box and select “Add tax.” A dialog box will pop up and you will need to enter the tax name and its rate. When you move away from the row, the total amount will be calculated automatically for the row. Repeat this for every item on the list.

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Additionally, you may want to complete the optional fields, which include a message to the customer, terms and conditions (recommended), an invoice reference number, any relevant uploads or attachments (e.g., contracts or agreements), and a memo to yourself which is not visible to the recipient.

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