PayPal is without a doubt one of the biggest payment platforms globally — especially for small and medium scale businesses.
Asides from allowing smooth payment, they also offer users other services like invoicing tools for free. While using PayPal's free template is not a bad idea, it is not as professional as to when you use prebuilt invoice templates like Bonsai.
Learning how to create an invoice for your PayPal transactions is simple. Visit the PayPal business app, or Bonsai website (depending on your preference), create an account, choose your preferred template, fill in all necessary information, and add customer details and the service that has been rendered. Finally, create and send invoices. Make sure that the information you provide is clear, descriptive, and accurate.
This article further elaborates on creating a PayPal invoice using Bonsai's PayPal template to send your invoice
Why Use Bonsai PayPal Invoice Templates?
PayPal invoice generator gives users some invoicing features for free. However, they are relatively too simple, and you may not be able to send professional, customizable invoices as desired.
If you are looking for something professional than PayPal's free template, then Bonsai should be at the top of your list. Aside from letting you pay with PayPal credit, PayPal account, credit or debit card, Bonsai is detailed and reliable.
Here are some key benefits of using Bonsai templates for your PayPal transactions.
- It has a pre-made, easy to use templates
- Customizable for 200+ markets worldwide
- Permits you to create a schedule and set up recurring invoices
- Accept partial payments
- Allows you to follow up with clients and send payment reminders to them
- Receive notifications for payments and bills
- Record payments and keep a record of payment history
- No setup or monthly fees
- Helps vendor clarify which currency, and aids payments or enables tipping
- Helps manage invoices, solve international differences, and get paid with PayPal
- The Invoicing section also has a recurring feature.
Bonsai also allows users an option where they can customize recurring invoices for long-term transactions with a specific client. You need to schedule the invoice by adding the particular date and time that you want the invoice to go out each month.
This feature comes in handy If you will be receiving payment from the same client regularly. That way, It saves you the stress of creating a new invoice repeatedly.
How to Create PayPal Invoices Without a PayPal Account
Businesses that use PayPal invoicing software may not be able to enjoy all the benefits listed above, especially sending reminders for unpaid invoices, partial payments, or even enabling descriptive and accurate subjects. They might also find it difficult to save invoice template items.
If you are looking to use a platform that authorizes partial payment or enable tipping during your PayPal transactions, here is a step-by-step process to creating one using Bonsai.
Visit the Website
Stopping over at the website is the first step to exploring all that Bonsai has for you.
As a new user, you're allowed to create an invoice template in "guest mode". However, creating an account will make a better option as you get to enjoy all the unique features of the product.
Once you are signed up to the website, you can simply enter all relevant details and create your first invoice template.
Navigating the website is quite easy, which is more reason why as a business owner, you must consider using Bonsai for your invoice needs.
Head to the Invoice Dashboard
Here's how to send an invoice to clients. On your Bonsai dashboard, click on the "invoicing" feature just at the top bar. This will redirect you to the invoice generator page.
Add Your Business Account Information
As you may already know, your business details and contact information should come first when creating an invoice.
Some of the necessary information to add include your:
- Company logo and name
- First and last name
- Phone number email address
- Your company's website
- Company address
- Tax ID
Other information that needs to be filled in includes, invoice date, items, and contact details of your customer.
If this is your first time using the platform, you can fill in the information you have available at the moment and proceed; you can always return later to this section and complete the remaining information.
Add the List of Items
Next is to make an inventory. You need to pay attention to this step because any single mistake may affect the overall result.
Now, add all services rendered and their correct prices in the provided field. This part should also indicate the date including a service fee.
Bonsai allows you to enter the prices of the items manually. This feature helps businesses and freelancers who have a set price for their goods and services.
When adding an item, keep in mind that this information is also required:
- Item name
- Description
- Tax
- Customer email address
- Currency
- And Price
- Shipping and billing address
Review your invoice, Save, and Send Invoices
You can't afford to leave a poor impression on your client and probably cause a delay in payment. That's why cross-checking all the information on the invoice for accuracy is essential.
Ensure to check for spellings, currency, and other possible errors at least twice. The services listed must also align with the original terms of the contract or order.
After thoroughly reviewing the list, you can now share the invoice link with your client directly via email address, Skype, MS Teams, or the client's preferred medium.
Send Out Reminder
It doesn't just stop at sending out PayPal invoices; there are many other things you can do with Bonsai, like editing the invoice and archiving it.
Most businesses using PayPal invoicing get paid on time because the system allows reminders to your clients if they don't send out your payment within a week.
Note that paying attention to international differences month spelled out date format to solve any complication that might arise, especially if you are transacting with clients in the United States and the UK.
Conclusion
In general, a free PayPal invoice template is way better and faster than traditional offline invoicing methods. It enhances the professional look of your business as well as track late or early payments. Besides, you don't have to deal with the burden of sorting through customers' payment details.
Nonetheless, if you want to take your invoice experience from 0 to 100, the Bonsai invoice tool should be top of your list. With it, you can easily create and send out invoices to your customers within minutes from different markets around the globe.
Not just that, Bonsai equally offers users the flexibility to bill and customize invoices, send reminders, track status view history and finally, save invoice templates and send PayPal invoices.
Do you want to improve your business? Then start your journey to better invoicing today by signing up to Bonsai.
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