It is, by default, set to the day after the form response is submitted but you can change this date to any date you want.įor the business information section, you can provide your business name, tax ID and postal address. The invoice due date is the number of days from when the invoice is created until it is due.
PAYPAL INVOICE CODE
You also need to provide the 3-letter currency code for the invoice and the tax rate (optional). Add PayPal Invoice Line Items įor the invoice section, specify the items name, the price of each item and the of each item as selected by the customer in the Google Form. The customer memo and other text fields also support Scriptlets to add conditional or calculated text. The Country Code field in the customer section is mandatory. Next, fill-in the fields for the Customer Information section and data in these fields can be pulled in from the Google Sheet. Enter an email address that is linked to your PayPal account in the PayPal Email Address field. Choose Live for environment and paste the Client ID and Secret key that were created in the previous step. Inside the Accept Payments task, select PayPal from the list of available payment providers. Inside the Document Studio app, provide a descriptive name for your workflow like Send PayPal Invoices with Google Sheets and click on Continue to move to the Conditions page.Ĭlick on Continue and choose Accept Payments from the list of available tasks.
PAYPAL INVOICE INSTALL
Install Document Studio and open your Google Sheet containing the invoice data to launch the add-on. Under the Live App settings section, check the Invoicing option and turn off all other options since we only want the API keys to generate invoices and have no other functionality. PayPal will create a Client ID and Client Secret key that you will need in a later step. Give your App a name and click the Create App button. Go to your PayPal developer dashboard and create a new app in the live mode. The invoice spreadsheet has customer's name with country-code, invoice line items with quantity and unit price, and the customer's email address. One invoice is generated per row, you can copy the data from the sheet into the spreadsheet. Prepare Invoice Data in Google Sheets Ĭreate a new Google Sheet and add your customer information with invoice details. Your customers don't need a PayPal account to pay your invoices. The invoice includes a payment button and the customer can securely pay with credit cards, debit cards, or their own PayPal account. You can send personalized invoices with your business contact information, a list of products or services you provided, the tax rate with due amount and the payment due date. Send PayPal Invoices from Google Sheets or Microsoft Excelĭocument Studio enables you to generate PayPal invoices in bulk from data rows in Google Sheets or Microsoft Excel spreadsheets that are imported into Drive.
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