invoicing

Invoicing Overview

PayPal Invoicing gives merchants a simple way to send professional, customized invoices and gives customers a secure and easy way to pay.

This solution is an easy way for businesses to receive card and PayPal payments from customers outside of the typical e-commerce checkout experience. Businesses that sell items or services directly to customers by phone, email, and social messaging apps appreciate the flexibility of PayPal Invoicing.

PayPal Invoicing enables customers to pay merchants across the globe without sharing sensitive financial details.

Merchants, developers, and marketplaces can use PayPal's Invoicing UI or REST API to create and manage invoices and invoice templates. The UI is available on the PayPal site or through the PayPal business mobile app.

You pay nothing to send and manage PayPal invoices. You pay PayPal's standard processing fee only when you get paid.

For details, see Invoicing API Reference.

How Invoicing works

Merchants can use the Invoicing API to create and send invoices with data that they already have in their order management system:

  1. The merchant creates a draft invoice.
  2. The merchant sends a draft invoice and PayPal emails the customer an invoice link. Optionally, merchants can share the invoice link in an email that they send to their customers.
  3. To view the invoice, the customer clicks the invoice link in the email.
  4. The customer securely pays with a credit card, debit card, PayPal, or PayPal Credit.

Learn how to create and send invoices.

Invoice management

Merchants can See
Update invoices and mark invoices as paid or refunded. Process invoices
List and search for invoices and view invoice details including status. View invoice information
Delete draft invoices and cancel sent invoices. Remove invoices

Third-party permissions

If a third-party developer wants to build an app, the merchant must go through a one-time PayPal login experience to grant the third-party developer permissions. After that, the developer can call the Invoicing API in apps to create, send, and manage invoices on the merchant's behalf.

Learn how to get third-party permissions.

Invoicing templates

You can use templates to store details that you commonly use in all your invoices, such as your business information, item details, and terms and conditions.

You can also use custom settings to bill by quantity, hours, or a flat amount and to show a discount field on invoices.

You can use the Invoicing UI or REST API to create templates. Then, you can add invoice details and custom settings from the template to an invoice.

Learn how to create and manage templates.

Next

Continue to the Invoicing Quick Start.

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