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since ‎Aug-14-2020
Country: United States
Type: Business
dougcl
dougcl Contributor
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Re: Can't add items from item list to invoice

by dougcl Contributor in Business Tools Archives
‎Dec-04-2020 07:20 AM
‎Dec-04-2020 07:20 AM
Suddenly this appears to be fixed. At least it is working this morning! ... View more

Re: Can't add items from item list to invoice

by dougcl Contributor in Business Tools Archives
‎Aug-27-2020 02:04 PM
‎Aug-27-2020 02:04 PM
Okay another workaround is to create an invoice template and add every item you sell to it. Then just remove the unneeded items from the invoices. This still does not reference the Items list, but it saves you from typing in the details on every item every time. This only works if you have a relatively small number of items.    Doug  ... View more

Customer list not accessible to invoices or estima...

by dougcl Contributor in Business Tools Archives
‎Aug-14-2020 05:31 PM
‎Aug-14-2020 05:31 PM
I have an address book here https://www.paypal.com/invoice/settings/contact-book and I have a customer list here https://www.paypal.com/listing/customers   The first list is incomplete, does not contain shipping addresses, but is accessible when creating invoices and estimates. The second list is much better, appears to be complete, contains shipping addresses, but is not accessible when creating invoices and estimates.   Is there a way to push the customers from the second list to the first?  ... View more
Labels:
  • Labels:
  • Invoicing

Can't add items from item list to invoice

by dougcl Contributor in Business Tools Archives
‎Aug-14-2020 05:25 PM
‎Aug-14-2020 05:25 PM
I have created a few items in Paypal to use in invoices. However, the item list does not seem to be accessible when adding items to the invoice.    I can add items from the list to an estimate, and then send the estimate, and then convert the estimate to an invoice, but I don't want to hassle customers with an estimate. IT does not seem to be possible to create an invoice from an estimate without sending the estimate. ... View more
Labels:
  • Labels:
  • Invoicing
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