Put a quote together

  1. Log in to your SumUp profile using a web browser and click on "Invoices" in the left-hand panel.

  2. Select "Quotes" and then "New quote".

  3. Click the quote number to edit it and add a date and expiry date. All future quotes will follow this sequence until you change it.

  1. Enter your customer’s details or select a customer from your customer list. Customer details you add here will be saved to your customer directory.

  2. Add details of what you sold or select an item from your item catalogue. Item details you add here will be saved to your item catalogue.

  3. Add more items with "Add Item" or click items and use "Delete line" to remove them.

  1. Opt to add a discount by clicking the "Add" button just below the subtotal amount. 

  2. Choose whether to show gross or net prices and edit the language of your invoice with "Edit document options".

  3. Click "Add terms and conditions" to add additional notes or a set of terms and conditions.

  1. Click "Complete" to finalise your quote. You can edit a quote again by clicking the three dots in the top corner and selecting "Edit".

  2. Hit "Send" in the top corner and add recipient email addresses separated by commas as well as a subject and body text. You can also download or print your quote.

  3. Click "Send quote" to send the email and quote. The quote will be visible immediately in your quote history.

Turn a quote into an invoice

If your customer accepts the quote, you can turn it into an invoice without having to re-enter all the details.

  1. Log in to your SumUp profile using a web browser and select "Invoices" in the left navigation panel.

  2. Click "Quotes" and select the relevant quote.

  3. Select "Accepted by customer" and then "Convert to invoice".

Send my invoice

Once converted, you can edit and send your invoice via your SumUp profile or send the invoice via the app as usual.