Export invoice data

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

  2. Click "Settings" and then "Export data".

  3. Select your preferred file format and types of information you want to download and the time period. It’s possible to select multiple data types.

  4. Choose whether you want to include attachments.

  5. Click "Download".

How to use invoice data

There are different data categories with data from the invoices you create with SumUp.

  • Invoices - a complete list of invoices sent during a period. Check the attachment box to include PDF copies of each invoice in the download

  • Invoice lines - details of each item included on an invoice over your chosen period

  • Customers - a list of every customer saved to your SumUp Invoices profile

  • Credit notes - a complete list of credit notes sent during a period. Check the attachment box to include PDF copies of each credit note in the download

  • Credit note lines - details of each item included on a credit note over your chosen period

  • Products - a list of every item saved to your SumUp Invoices profile

  • Quotes - a list of all quotes sent during a period. Check the attachment box to include PDF copies of each quote in the download

  • Delivery notes - a complete list of delivery notes sent during a period. Check the attachment box to include PDF copies of each delivery note in the download