This user guide will walk you through the steps to create a PayPal invoice from within the basic WordPress invoice builder.
It will also cover the steps to send a PayPal invoice from a WooCommerce order.
How to Send a PayPal Invoice from WordPress
1. Go to PayPal Invoicing -> Manage Invoices
2. Click the Add Invoice button.
3. Fill out the invoice details.
- Invoice Number – A unique invoice number you would like to use for the PayPal invoice.
- Invoice Date – The date displayed on the invoice.
- Reference – Your own PO# or some other reference you would like to use.
- Due Date – If you would like to set a due date for the invoice, set this here.
- Bill to – This is the email address the invoice will be sent to.
- Cc – This address will receive a copy of the invoice.
- Item Details – Enter an item name, quantity, price, description, and tax details.
- Add additional line item(s) as necessary.
- Allow Partial Payment – Check this box if you would like to allow your buyer to submit partial payments towards the invoice.
- Allow customer to add a tip – Check this box if you would like the buyer to have an option to add a tip (additional amount) to the invoice payment.
- Discount – A discount you would like to apply to the invoice total.
- Shipping – The shipping amount applied to the invoice.
- Note to recipient – The buyer will see this note on the invoice.
- Terms and Conditions – The buyer will see these terms and conditions displayed on the invoice.
- Add memo to self – This message is for you only. It will not display on the invoice the buyer sees.
4. Click the button to Send Invoice or Save as Draft
- Send Invoice – This will create the invoice in the PayPal Invoicing system, and will also send the invoice immediately to the buyer’s email address.
- Save as Draft – This will create the invoice in the PayPal Invoicing system, but it will not send it to the buyer. It will be saved as a draft and can be adjusted / sent in the future.
1. Go to WooCommerce -> Orders -> Add Order.
2. Create your WooCommerce order as usual.
- Follow your standard procedure to create a WooCommerce order using your inventory, sales tax, shipping, discounts, etc.
3. Send or Save PayPal Invoice Draft.
- From the Order Actions menu, select to Send PayPal Invoice or Save PayPal Invoice Draft.
- Click the button to trigger the order action.
4. Review PayPal Invoice details in the WooCommerce order.
Need Additional Help?
Schedule a live meeting with Drew Angell, PayPal Certified Developer, and get all of your questions or concerns answered.
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