Generate an invoice using the SumUp app

  1. On the SumUp app, tap "Invoices" on the home screen.

  2. Tap "Create invoice" to start creating your invoice.

  3. To edit the invoice, click on the invoice number, which will appear as the first field on the screen. This numbering sequence will continue for future invoices until you modify it.

  4. Date your invoice and either set a due date or repayment period. Alternatively, set the invoice as "Paid" if payment has already been made.

  5. Click "Save" to continue.

  1. Select a customer from your customer list or click "Add Customer" to enter their details in the corresponding fields. When you create a new customer and click "Save", their information will be added to the customer directory of SumUp Invoices.

  2. Enter manually the details of the items you have sold or select the item from your item catalogue. Set the units, price, and VAT.

  3. Click "Done".

  4. If you want to include more items, click "Add item". To delete a specific item, click on it and then "Delete".

  1. Under "Payment methods", choose the payment methods you want to make available for your invoice:

    • Enable "Accept online payments" using the toggle to accept online card payments.

    • Activate the "Accept bank transfers" option to allow transfers to your SumUp Business Account.

    • If you're an Invoices Plus user, click "Add bank account" to accept transfers to an external bank account.

  2. Then, tap the three dots in the top corner and select the "Price format" to choose whether to show gross or net prices. Then, click "Save".

  3. From the three dots icon, you can also edit the language of your invoice in "Document language" and select the preferred "Currency", Invoices Plus features.

  4. Click "Complete" to finalise the process.

  1. From the home screen of the SumUp app, click "Invoices" and then "Invoices" again.

  2. Select the one you just created and click the three dots.

  3. Tap "Send" and then "Send" again.

  4. Enter the recipient's email address (you can add up to 5 email addresses, separated by a comma) and a message.

  5. Enable the "Reminder" toggle to automatically notify your customer by email on the 1st, 3rd, and 7th day after an invoice is overdue.

If you don’t have permission to perform this action, please reach out to the owner or administrator of the SumUp profile for support.

Once sent, you can create delivery notes to accompany your invoices and check your invoice status as it goes from created to viewed to paid.

Do you want to get additional invoicing features?

Check out the Invoices Plus plan for access to extra features that allow you to customise your invoices and more.