By Gerda MenzelOn Nov 05, 2018 Free Templates
In addition to their pay-to-use invoice and time-tracking app, Paydirt offers a free invoice template. One of the things that makes this template unique is that you can connect it to your PayPal account, giving your clients an easier, more immediate way to pay you. If you are emailing invoices to your clients, it is never a bad idea to send them in PDF form, so they can not be edited. Sending Word docs or even Google docs with opening editing access can just make things more complicated if the client (even unintentionally) edits the invoice and then gets confused about what they owe and when.
Start by downloading a sample freelancer invoice template in Word, or by generating one using our free Invoice template tool. Then customize your freelancers invoice following the instructions below. Please note the downloadable Microsoft Word invoice template does not include the built-in online invoicing features of PayPal Invoicing and the invoice design may not be formatted correctly if you export it to Excel. Get paid, With PayPal Invoicing, your clients will have payment options beyond what is normally offered by other invoicing apps. They will automatically be able to pay you online using their credit or debit card, PayPal account, or PayPal Credit. Tip, PayPal Invoicing can get businesses paid fast. In a recent study, 79 percent of businesses using PayPal Invoicing reported that they received payment within a week. 2 That is much faster than traditional offline invoicing. Watch our 2-minute video and see how easy it is for you to customize and send invoices, and how easy it is for customers to pay.
Invoice templates are managed in Tools, Settings, Invoice templates. Default templates or inheritance for templates can be set for business units, accounts and cases. If needed, invoice template can be changed on individual invoice also. Admin user can also create invoice template directly from an invoice. Use invoice templates to predefine settings for invoices. Using the templates invoice header blocks (such as accounts billing details or logo) can be repositioned. Enter text into notes before and after invoice rows fields to be shown on each invoice that uses that template. From the settings-tab of the invoice template you can define how invoice rows are displayed, for example invoice row description or grouping.
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