Log in to your SumUp Dashboard at me.sumup.com.
From the menu on the left-hand side of the page, click on “Invoices”.
Click “New Invoice” to view the invoice fields to fill in.
On the “New Invoice” page, you can customize the details of that specific invoice.
The first section on the right-hand side includes the Invoice Details. Click on “Invoice #” to edit your invoice number and date. From here, you can customize each line as needed.
The first line on the top right is your Invoice Number. The default Invoice Number will be a sequential continuation of your previous invoices. If you’d like to create a custom invoice number series, click the invoice number and enter in the new series. The next new invoice you create will continue that series.
The second line on the top left is the Issue Date of your invoice. If you are creating an invoice to send at a future date, you can click on the second line to customize the date.
The third line on the bottom left is the Due By time frame. The Due Date (see below) will automatically change when you select a preset Due By time frame. You can select a preset between Due in 8 Days, 14 Days, 30 Days, Today or set a custom time frame.
The fourth line on the bottom right is the Due By date. The Due Date will automatically change when you select a preset Due By time frame (see above). If you are creating a custom Due By time frame, you can click on the fourth line to customize the due date.
6. To the left of the Invoice Details includes the Customer Details. Click on “Enter or select a customer” to add your customer’s information. You can also add or import customers that exist in your contact book. Here, you can enter your customer’s name, address, the customer’s EIN/Tax ID (optional), and email address.
Once you’ve added a customer’s information, you can save them as a contact in the SumUp Dashboard to save time for invoices sent in the future. This is especially helpful if you have recurring or regular customers. You can always edit or delete any information you have saved from customers and their transactions.
7. The second section includes the Order Details. Click“Add Line” to add the products or services included in the order.
Click the “Name” field to add the name or brief description of the goods or services being sold, then click the Quantity field on the right to adjust the product quantity being sold.
You can also adjust the product unit being sold by clicking the drop-down menu to select your units the product(s) are sold in.
Then, click on the price field ($0.00) on the right to add the price of the product(s) being sold.
Finally, you can add the Tax Rate for that individual product. Click the drop-down menu to select your tax rate. Different tax rates can be applied to different products.
Need to add another item to the invoice? Click “Add line” and repeat the same process.
8. The third section is the payment terms and attachments. You can easily enter notes or instructions for your customers that will automatically appear on future invoices, and include a file or photo to be sent with the invoice.
9. Want to see what your invoice will look like? In the top right-hand corner, you can click “View” to see how your invoice will look to your customer before you send it. To close the preview, press the X on the top-right corner of your screen.
10. Once you’re ready to send the invoice to your customer, click the “Complete Invoice” button to add email addresses, and customize the email message and subject line that will accompany your invoice. You can also choose to send a copy to yourself by clicking the checkbox next to “Send a copy to myself”. ready, click “Send invoice”.
11. All done! You’ll see a green checkmark on your screen to confirm that the invoice was sent to your customer, and you should now see the invoice marked as “SENT” in the main invoice history menu.