Quick start using Dashboard

Use this guide to create and send an invoice from the PayPal Business Dashboard, using only commonly used and required fields—no code required.

Prerequisites

• Create a PayPal Business account.
• (Optional) Use a test email you can access, not your PayPal business email.

Create and send an invoice

1. Log in to your PayPal Business account.
2. Select Create > Invoice.
3. Fill out the customer details. An email is required to send an invoice to customer’s email address.
4. In the Items section, select New Item​ to add a product or service.
5. Select Amount only and add the item details. For example, set Name to “Consulting Services”, and Amount to 100.00.
6. Select Add.
7. 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.
8. Select the Preview button to review the invoice and verify the customer, items, and total.​
9. Select Send to finalize and submit this invoice.
10. Select Done to close the invoice preview.