Connect your bank to Invoices
Log in to your SumUp profile on a web browser and select "Invoices" from the left-hand menu.
Click on the “Invoices" tab and select "New Invoice".
Under the invoice preview on the right-hand side, click "Select payment methods".
Select "External bank account".
Select your bank by searching its name or choosing it from the available list.
Agree to the sync conditions via SumUp and SafeConnect.
Log in to your bank and select the accounts you would like to sync.
You can add as many external bank accounts as you like with the Pro plan and choose how you want your invoices to be paid. Free plan users can instead connect their SumUp Business Account.
For the payment status to update automatically, your customer must include the payment reference shown in the payment portal.
For security reasons, you’ll need to reconnect your bank account every 90 days using the method above. We’ll notify you when this needs to be done.
Auto-sync FAQ
SafeConnect Ltd, a subsidiary of Yapily, is an intermediary that allows us to sync your bank data and invoices. SafeConnect never has access to any of your SumUp data.
Auto-sync supports a variety of bank account types. Check out the full list of supported banking institutions.
It may take a few minutes to import your transactions. Give it 10 minutes after connecting to your bank account and then check again.
Be aware, your account needs to be reconnected every 90 days for security purposes.
We collect a few things to smooth the sync process, including:
Identification details
Account details
Balances
Transaction statements from the past X months
Credit card statements from the past X months
All data will be collected, processed and stored in compliance with SumUp’s Privacy Policy and all relevant data protection legislation. In other words, we’ll only ever use your data when necessary for auto-sync to function.
No, we do not share your data with anyone besides the necessary information used by SafeConnect to sync your bank account.