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since ‎Sep-27-2018
Country: Canada
Type: Personal
i75Dave
i75Dave Contributor
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Latest Contributions by i75Dave
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remove old templates

by i75Dave Contributor in Managing Account
‎Aug-19-2024 07:48 PM
‎Aug-19-2024 07:48 PM
Each past year we have sold five different products with five different descriptions and prices. I am trying to set up invoice templates for this year's group of five and need to delete all the 25 templates from the past we will never use again. The products no longer exist. How do I do this?  Our list of templates is a mess. Thanks Dave ... View more
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  • Account General

Reaching Templates from the Dashboard

by i75Dave Contributor in Products & Services Archives
‎Sep-12-2022 02:39 PM
‎Sep-12-2022 02:39 PM
Several week's ago, I asked the question about how to reach my templates from the Dashboard. The answers I received seemed fine at the time until I attempted to try them ... but my dashboard doesn't have the cog wheel in the location mentioned mentioned in the solution. I've attached a jpeg of my dashboard and really would like to get to my templates without going the suggested URL route. There was nothing listed under "more." Please tell me which icons I click on to get to the Templates. Thanks, Dave [removed] [removed] ... View more
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  • PayPal Payment Products

How can I attach a jpeg to a question?

by i75Dave Contributor in Managing Account Archives
‎Sep-09-2022 12:56 PM
‎Sep-09-2022 12:56 PM
How can I attach a jpeg to a question? I see the word "Attachments" below this screen but it seems to be passive, i.e., does not open to allow attachments. Dave ... View more
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  • Account General

Re: How can I navigate from the Dashboard to my Te...

by i75Dave Contributor in Products & Services Archives
‎Sep-07-2022 11:05 AM
‎Sep-07-2022 11:05 AM
I spoke too soon. See attached screenshot of my Dashboard, I don't have a "Seller Tool" tab so cannot get to "Manage Invoices." I've tried all the options on my Dashboard with no success. Still need help. Thanks, Dave. PS/. cannot find a way to attached my screen shot jpg. ... View more

Re: How can I navigate from the Dashboard to my Te...

by i75Dave Contributor in Products & Services Archives
‎Sep-06-2022 07:22 PM
‎Sep-06-2022 07:22 PM
Thanks so much for your fast solution to my problem. Regards, Dave ... View more

How can I navigate from the Dashboard to my Templa...

by i75Dave Contributor in Products & Services Archives
‎Sep-06-2022 12:22 PM
‎Sep-06-2022 12:22 PM
I need to reach my Templates so I can make some revisions to the text.  How do I get to them from the home Dashboard display? Thanks Dave ... View more
Labels:
  • Labels:
  • PayPal Payment Products

Edit or delete templates

by i75Dave Contributor in Business Tools Archives
‎Jul-06-2021 12:11 PM
‎Jul-06-2021 12:11 PM
Hi, I am using the Canadian version of PayPal, and need to manage my templates.  I have three.  One I would like to delete and the other two I need to make some changes. I've found several suggestions within the community but when I attempt to follow them, they do not work. Is there a Template management function within PayPal? ... View more
Labels:
  • Labels:
  • Invoicing

Templates - date format

by i75Dave Contributor in Business Tools Archives
‎Oct-07-2020 11:28 AM
‎Oct-07-2020 11:28 AM
My templates are currently showing DD/MM/YYYY  I use three templates when issuing invoices. How do I change each of my template to MM/DD/YYYY? Do I need to create new templates to make this change? Thanks, Dave. ... View more
Labels:
  • Labels:
  • Invoicing

Download invoiced emails, names and addresses

by i75Dave Contributor in Reporting Archives
‎Dec-03-2018 04:28 PM
‎Dec-03-2018 04:28 PM
Is it possible to download the names, email addresses, mailing addresses and phone numbers of all the people I have entered into the system for invoicing. An Excel spreadsheet would be perfect for my needs. Thanks, Dave. ... View more
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  • Activity Download

Re: Cannot get a statement from last year

by i75Dave Contributor in Payments Archives
‎Oct-05-2018 03:55 PM
‎Oct-05-2018 03:55 PM
Thanks.  Much appreciated.  Dave   ... View more
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