Generate an invoice using my SumUp profile
Log in to your SumUp profile on a web browser and select the "Invoices" tab from the left-hand menu.
Click "Create" and then select "Invoice".
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.
Set the invoice date and choose either a due date or a repayment period. Alternatively, set the invoice as "Paid" if payment has already been made.
Click "Save" to apply the changes.
Learn more about how to change your invoice payment status.
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.
Enter manually the details of the items you have sold or select from your item catalogue. Set the units, price, and VAT.
Click "Add Item" to include more items, or select "Remove" to delete a specific item.
Select "Terms and conditions" to add additional notes or a set of terms and conditions. You can set this as the default for future invoices.
Under "Payment methods", choose the payment methods you want to make available for your invoice:
Check "Accept online payments" to enable online card payments.
Select "Accept bank transfer" to allow bank transfers to your SumUp Business Account.
As a user of the Invoices Plus plan, you can enable "Other bank account" to accept transfers to a bank account outside of SumUp.
Next, click the "Settings" icon at the top of the screen and select the "Price format" to choose whether to show gross or net prices.
As part of the Invoices Plus plan, you can also edit the language of your invoice in "Document language" and select the preferred "Currency".
Click save, then tap the download icon at the top of the screen to download a proforma copy of your invoice.
After saving the invoice, you can edit it at any time, but it cannot be deleted.
From the left-hand menu, click "Invoices" and select the invoice you just created.
Click the eye icon to preview the completed invoice.
Next, click the black send icon, then select "Send to customer". Enter the recipient's email address (you can add up to 5 email addresses, separated by a comma), change the subject and add a message. Here, you can also download or print your invoice.
Select "Send automatic payment reminders" so your customer is notified by email
When ready, hit "Send" to email your invoice.
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.
Explore the Invoices Plus plan to unlock additional features that enable you to customise your invoices and much more.