If you save or import customers when you create a new invoice, moving forward you can simply select the customer from your list, and the field will automatically fill in their details. This is especially helpful if you have recurring or regular customers.

Save a customer to your customer list

If a customer is not saved to your account and you’ll send them future invoices, you can easily save their information directly from a new invoice to use at another time.

To save a customer on the SumUp App:

  1. Open the SumUp App and login.

  2. Tap "More” at the bottom right-hand corner of your screen.

  3. Tap “Invoices” (underneath the My Business section), then “Create Invoice”

  4. Under “Add Customer”, enter the customer details, from the customer's name, address, the customer’s EIN/Tax ID (optional), and email address.

  5. Click “Save Customer”.

The customer is now saved to your list. If you’d like to invoice them again, you can access your customer list by clicking the ‘+’ button under “Add Customer”. 

To save a customer on the Dashboard:

  1. Login to your SumUp Dashboard at me.sumup.com.

  2. From the menu on the left hand side of the page, click on “Invoices”.

  3. Click “Customers”, then select the blue button at the top of the screen titled “New Customer”. 

  4. Enter the customer details, from the customer's name, address, the customer’s EIN/Tax ID (optional), and email address.

  5. Click “Done”.

The customer is now saved to your customer list. If you’d like to invoice them again, you can select a customer from a new invoice by clicking the drop-down menu next to “Enter or select a customer”.

Import customers to your account

If you have a list of customers you’d like to import, you can easily upload a list rather than adding individual customers manually. 

Note: Importing your customer list can only be done on the Dashboard. You cannot upload customer lists from the SumUp App. Please note that your customer list must be in a CSV file format.

To import your customer list:

  1. Login to your SumUp Dashboard at me.sumup.com.

  2. From the menu on the left hand side of the page, click on “Invoices”.

  3. Click “Customers”,  then select the grey button at the top of the screen titled “Import”. 

  4. Drag and drop, or upload or CSV file.

  5. Click “Import”.

The customer list is now imported to your SumUp Account, and you’ll now be able to view all saved and imported customers. You can select any customer from a new invoice by clicking the drop-down menu next to “Enter or select a customer”.