How do I know an invoice has been paid?
Once you have sent an invoice to your customer via the SumUp App or Dashboard, your customer will receive an email that contains an invoice summary, the invoice PDF, and a payment button.
From the email, your customer can either pay the invoice directly by downloading the invoice as a PDF and send payment via cash or check, or they can click on the "Pay this invoice" button. This button will direct your customer to the online payment terminal, where they’ll be prompted to enter their card details and pay by clicking "Pay $XX".
Once your customer has completed the payment, the invoice status in your SumUp App or Dashboard will update to “PAID.” Finally, both you and your customer will then receive a notification about the paid status of the payment via email.
If an invoice hasn’t been paid by the due date, its status will change to OVERDUE in the invoice history menu.
How to manually change an invoice’s payment status
If your customer decides to pay the invoice without a card payment, such as cash or check, you can easily change the status of the payment within the SumUp App.
SumUp App
Click on the relevant invoice from the main invoice history menu, and then tap on the three grey dots [icon] in the top right corner. Tap “Add payment”, and then select the date that the invoice was paid by clicking on “Payment date”. Update the payment information, tap “Save”, and the status of the invoice will change from “Sent” to “Paid”.
Dashboard
Select the relevant invoice you’d like to update from the main invoice history page, then click “Add Payment”. Here, you can type in a description of the payment if necessary, and select the date that the invoice was paid by clicking “Payment date”. Update the payment information, then click “Save”. The status of the invoice will change from “Sent” to “Paid”.