Generate an invoice using the SumUp app

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

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

  3. Tap the invoice number to edit it. All future invoices will follow this sequence until you change it.

  4. Date your invoice and either set a due date or repayment period. Alternatively, set the invoice to "Paid" if payment is already complete.

  5. Press "Save" to continue.

  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 tap an item and use "Delete" to remove them.

  4. Click "Add terms and conditions" to add additional notes or a set of terms and conditions. You can choose to apply this as default for future invoices too.

  1. Tap "Continue" to complete your invoice or "Preview" to view it as a draft.

  2. Tap "Send" and enter recipient email addresses separated by a comma and add a message.

  3. Optionally, include automatic payment reminders for overdue invoices using the "Payment reminders" toggle.

  4. When ready, hit "Send invoice" to send your invoice.

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.

Edit and preview invoices

Preview, save or delete your invoice at any time during the creation process by tapping the three dots in the top corner.