Quick start using Dashboard
Create and send your first invoice from the PayPal Business Dashboard using essential fields only—no code required.
Last updated: June 10, 2026
Estimated time: 15 minutes
Use this guide to create and send an invoice from the PayPal Business Dashboard, using only commonly used and required fields—no code required.
- Log in to your PayPal Business account.
- Select Create > Invoice.
- Fill out the customer details. An email is required to send an invoice to customer's email address.
- In the Items section, select New Item to add a product or service.
- Select Amount only and add the item details. For example, set Name to "Consulting Services", and Amount to
100.00.
- Select Add.
- Review the invoice details, confirm that the invoice total is calculated automatically from your line items, and ensure that the customer email address is correct.
- Select the Preview button to review the invoice and verify the customer, items, and total.
- Select Send to finalize and submit this invoice.
- Select Done to close the invoice preview.