PayPal Essential Training

In this course, author Christopher Spencer shows how to send and receive online payments securely with PayPal. The course demonstrates linking bank accounts to PayPal, paying for purchases, generating professional invoices, and processing payments via text message. Christopher also explains how to download and review transaction reports, manage disputes, and increase charitable contributions online.

Topics include:

• Setting up an account
• Understanding PayPal protection for buyers and sellers
• Transferring funds
• Requesting payment through Outlook and QuickBooks
• Creating payment buttons for your web site
• Adding and withdrawing funds from a bank account
• Depositing checks with PayPal Mobile
• Using PayPal shipping
• Issuing refunds
• Keeping detailed records in case of disputes
• What to do if an item doesn’t arrive

Table of content

Introduction

• Welcome
• Using the exercise files

Getting Started

• Using PayPal
• Types of accounts
• How PayPal protects buyers and sellers
• Fees
• Setting up an account
• Associating payment types with your account
• Finding help

Paying

• Paying for eBay purchases
• Using the Send Money option
• Making personal transfers
• Understanding recurring payments and billing agreements
• Paying on other sites
• Adding shipping addresses to your account
• Making mass payments

Selling and Getting Paid

• Using the Request Money tab
• Using the Send Invoice option
• Requesting money with Outlook
• Requesting money with QuickBooks
• Selling on eBay and other sites
• Creating payment buttons
• Using PayPal for nonprofits

Managing Your Account

• Adding funds from a bank account
• Withdrawing funds to your bank account
• Requesting a check
• Adding funds from MoneyPak
• Using a PayPal debit card at an ATM or using the MasterCard feature
• Adding email addresses and phone numbers
• Managing your account notification preferences

Using PayPal Mobile

• Getting started with PayPal Mobile
• Sending and receiving money through the PayPal app
• Working with others using the app
• Finding businesses that accept PayPal
• Depositing checks with PayPal Mobile

Using PayPal Shipping

• Setting up your shipping information
• Creating shipping labels
• Printing labels
• Ordering shipping supplies
• Arranging a shipping carrier pickup

Reviewing Transactions

• Using the basic search feature
• Using the advanced search feature
• Downloading your transaction history
• Pulling down statements
• Issuing a refund

Managing Disputes

• Understanding the basics of disputes
• Keeping good records
• What to do if an item doesn’t arrive

Conclusion

• Next steps

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