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 on “Invoice #” to add an invoice number and issue date. You can also use the “Terms” or “Due date” sections to edit the payment deadline.

    Note: Once you set the invoice number, all future invoices will continue this sequence until you change it.

  1. Tap “Add customer” and either fill in the relevant customer information or hit "Customers" to add a customer from your customer list or phone contacts.

    Note: Once the details are added, tap “Save customer” to add a customer to your customer list or save changes to an existing customer.

  2. Select “Add item” and either fill in the item details or tap “Your items” to use an item from your item catalogue.

    Note: Hit “Save item” once you’ve added the relevant details to save an item to your item catalogue for future use. Tap “Save changes” to save edits to existing items.

  3. Optionally, add more items by selecting “Add item” again or remove an item by tapping “Delete item”.

  1. Once you’ve added all the details, tap “Continue”.

  2. Check and alter the recipient email address if necessary and also optionally add a message and attachment.

  3. Hit “Send” to send your completed invoice to the entered email address.

You’ll receive a confirmation that the invoice has been sent successfully and you’ll return to the main invoices screen.

Note:

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

Check out our guides on how to customise the information shown on your invoice and how payment works with invoices.