Difference between revisions of "How to send PayPal Invoice (Special Cases)"
From crazysales
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| − | *<span style="color:#FF0000"> '''Note:'''</span> This function is used only for special cases like shortfall | + | *<span style="color:#FF0000"> '''Note:'''</span> This function is used only for special cases like for shortfall, more to pay (re-delivery fees) or repayment for which the buyer cannot pay unless we send a PayPal invoice. |
::Please ask for approval from your supervisor first. | ::Please ask for approval from your supervisor first. | ||
| Line 8: | Line 8: | ||
1. Log in to the correct PayPal account based on the source of the order or store. <br> | 1. Log in to the correct PayPal account based on the source of the order or store. <br> | ||
| − | 2. Go to ''' | + | |
| − | + | 2. Go to '''Pay & get paid''' and under the '''Invoicing''' section, select '''Create and manage invoices'''. <br> | |
| − | 3. | + | |
| − | + | [[File:PP111.png|700px|]] | |
| − | 4. | + | |
| − | + | 3. Click '''Create invoice'''.<br> | |
| − | 5. | + | |
| − | + | [[File:PP222.png|700px|]] | |
| − | + | ||
| − | + | 4. Select '''Bill to: Invoice single customer''' and fill the box with the '''buyer's email address'''<br> | |
| − | + | ||
| − | + | [[File:PP333.png|700px|]] | |
| − | + | ||
| − | + | 5. Provide the '''Item name''' and payment '''Description''', then set the '''Quantity''', '''Price''', and '''Tax''' at '''GST (10%)'''.<br> | |
| − | + | ||
| − | + | [[File:PP444.png|700px|]] | |
| − | + | ||
| − | + | 6. The '''Invoice number''' should be set to the customer's '''Original Order ID''' for shortfall and repayment, however for re-delivery it should be the '''RA Resend Order ID'''.<br> | |
| − | + | ||
| − | + | [[File:PP555.png|300px|]] | |
| − | + | ||
| − | + | 7. Check the '''Subtotal''', ensure that the '''Tax''' has GST 10%, and '''Total''' is set to '''Tax inclusive + After discount'''. You can also add shipping fee if the item has an additional postage or if you have not yet included the shipping fee on the price. | |
| − | + | ||
| − | + | [[File:PP666.png|300px|]] [[File:PP777.png|300px|]] | |
| − | + | ||
| − | + | 8. Click '''Preview''' icon and carefully review the invoice before sending to customer. | |
| − | + | ||
| − | + | [[File:PP888.png|300px|]] | |
| − | + | ||
| + | *<span style="color:#FF0000"> '''WARNING'''</span> Please make sure all the details are correct specially the total amount. Make sure to use the correct PayPal account corresponding to the correct store (e.g. Crazysales & OZ-Auction, BestSaver-Outlet, Superb-Mall) | ||
| + | |||
| + | |||
| + | After sending the invoice, inform the buyer using the template: [[PayPal Invoice Sent]] | ||
Latest revision as of 15:27, 17 May 2023
- Note: This function is used only for special cases like for shortfall, more to pay (re-delivery fees) or repayment for which the buyer cannot pay unless we send a PayPal invoice.
- Please ask for approval from your supervisor first.
STEPS:
1. Log in to the correct PayPal account based on the source of the order or store.
2. Go to Pay & get paid and under the Invoicing section, select Create and manage invoices.
3. Click Create invoice.
4. Select Bill to: Invoice single customer and fill the box with the buyer's email address
5. Provide the Item name and payment Description, then set the Quantity, Price, and Tax at GST (10%).
6. The Invoice number should be set to the customer's Original Order ID for shortfall and repayment, however for re-delivery it should be the RA Resend Order ID.
7. Check the Subtotal, ensure that the Tax has GST 10%, and Total is set to Tax inclusive + After discount. You can also add shipping fee if the item has an additional postage or if you have not yet included the shipping fee on the price.
8. Click Preview icon and carefully review the invoice before sending to customer.
- WARNING Please make sure all the details are correct specially the total amount. Make sure to use the correct PayPal account corresponding to the correct store (e.g. Crazysales & OZ-Auction, BestSaver-Outlet, Superb-Mall)
After sending the invoice, inform the buyer using the template: PayPal Invoice Sent
