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PDF INVOICE WITH PAYPAL BUTTON

Template#: c5093

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DescriptionSizeDownload

The template works with both the Microsoft Store edition and the desktop edition
of the app. Make sure you have installed one of them.

How to use:

 1. Download the EXE package.
 2. Double-click to extract the files into a folder. Make sure you have full
    access privileges to the folder, such as a subfolder inside “My Documents”.
 3. Open the template.

464 KBDownload

License: Private Use (not for distribution or resale). See our Terms of Use.


SCREENSHOT




DETAIL

You can include a PayPal payment button on your PDF invoices to accept online
payments via PayPal.

Here are the steps to follow to enable this feature:

 * Open your template.
 * Click the "Add or Update PayPal Button" command on the ribbon tab.
 * Enter your PayPal account email address in the first text box. Note that this
   is the account where your customer will send money. So double-check it to
   make sure it is correct.
 * In the "Information sent to PayPal" section, you'll find three fields.
   * Item name: This field describes why the customer is paying you. The default
     value for this field is "Invoice Number: oknInvoiceID", where
     "oknInvoiceID" will be replaced with real invoice numbers when a PDF
     invoice is generated. You can include your company or business name here.
     For example, it could be "ABC Company Invoice Number: oknInvoiceID".
   * Currency: This field should specify the 3-letter currency code to use. The
     default currency is "USD". It is implemented as a drop-down selection list.
     Note that Invoice Manager for Excel does not convert currency
     automatically. So make sure the choice in this field matches the currency
     used on your invoices.
   * Amout: By default, this field is "oknBalanceDue". This will be the balance
     of the invoice that is being created.
 * Click "Test" to open a browser window to verify what your customers will see
   when they click the PayPal payment button. In this test link, "oknInvoiceID"
   will be replaced with "INV100" and the amount will show "123.00".
 * Click "Add or Update PayPal Button" to add the PayPal button to your Excel
   sheet.
 * The template is now switched to design mode with the new payment button
   selected. You can move it to a proper location by dragging and dropping, or
   resize it by dragging the border of the button image.
 * Once done, switch off design mode.
 * Save the template.

Click here to view the sample PDF file that includes a PayPal payment button.

Here are some important notes about the PayPal payment button.

 * our app does not do currency exchange. It sends PayPal the amount taken from
   the form and the currency code specified in the above procedure. So make sure
   the currency code is correct.
 * Your payment or transaction information is sent directly to PayPal. PayPal,
   as the payment gateway, takes a small amount as merchant fees.
 * The buttons on Excel forms and image invoices (".PNG" files) don't work.


FORMAT AND SPECIFICATION

Template#c5093Belongs to

Sales

Format (XLS or XLSX).xlsxColumns5Lines12Line Height (Points)18.00Print
Area$D$2:$K$46Papaer OrientationPortraitDefault Margins
(Points)Left22.68Right22.68Top45.35Bottom45.35PriceFree


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c7001: Rental


GALLERIES

 * Sales
 * Service
 * Consulting
 * Proforma
 * Receipt
 * Commercial
 * Quotation
 * Multiple-page
 * Other



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