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You can amend your items at any time with just a few quick clicks. Here’s how it’s done.

Business management

Edit my items

Export your item catalog as a CSV file to save as a backup or use elsewhere with just a few clicks. Here’s how it’s done.

Export my item catalog

Edit the tax rates you apply to your sales at checkout or switch tax rates off entirely. Preset rates match standard US tax rates and also include a 0% tax rate.

Customize my tax rates

Add, edit and delete items with your item catalog on SumUp Invoices. Once added, items can be quickly and easily added to invoices, meaning you never have to type the same details twice.

SumUp Invoices

Manage items for SumUp Invoices

Manage your entire inventory in one place with items. Add your items and they will sync across your SumUp app and profile and be available for use with all our products and features.

Add items to my item catalog

The Item Catalog lets you create preset items and items so you can manage your entire inventory in one place, making your transactions even faster. This article outlines everything you need to know about how to create and use your Item Catalog.


Lite Card Reader

SumUp App: Item Catalog

Organize your item catalog by adding categories to create virtual shelves for all your items. Discover how you can edit and delete categories to manage your items.

Categorize my items

With the SumUp App, you can create multiple tax rates and customize how tax is applied to your items. you’ll see a new “Taxes” tab underneath the Account section. 

Plus Card Reader

SumUp App: Tax Settings

Create a full range of item variations to display your full item catalog cleanly and without the need to add each item individually. Here’s how it works.

Create item variants

SumUp's quotes feature is a quick and easy way to send potential customers quotes for your goods or services. Simply add item information and prices, send the quote to your prospective customer and, if they like what they see, turn it into an invoice with the click of a button.

Create quotes with SumUp Invoices

To import multiple items at once, you’ll need to complete the CSV template with the details of your items. Here’s what you need to know. 

Fill out the item import template

Enable inventory management with SumUp to track your stock levels so you always know when your inventory needs replenishing.

Manage my inventory

In this article, we’ll cover how to add taxes into your POS, create, edit, delete and deactivate a product, how to change the order of a category in the product list, how to add, edit and delete an option, to activate an option on a product, and how to create a new menu or edit a menu for your establishment.

POS + Loyalty

POS + Loyalty: Menu Management

When you first create your SumUp account, tipping is automatically turned off. If you’re using the SumUp Plus, you can use the SumUp App to manage and adjust your default Tipping settings to ensure a seamless checkout process. If you’re using the SumUp Pro, your customers can leave tips directly through the reader. 

Accept payments

Tipping

Save your bestselling items for quicker sales in the future by creating an item catalogue for use across your SumUp profile.

How to use items with SumUp

Is your business ready to start sending invoices? Generating invoices in the SumUp App is one way to provide your customers with quick, easy, and contactless payments. Here’s our step-by-step process for creating an invoice in the SumUp App:

Create an invoice on my SumUp App

Is your business ready to start sending invoices? Generating invoices in the Dashboard is one way to provide your customers with quick, easy, and contactless payments. Here’s our step-by-step process for creating a SumUp Invoice on your Dashboard:

Create an invoice on my Dashboard

The SumUp Point of Sale (POS) + Loyalty was created with you—and your customers—in mind! Learn how to create a seamless checkout experience with the tips below.

In this article, we’ll cover how to access settings in your SumUp App, how to access the back office on your SumUp POS, and how to analyze the Product Sales Report in your Back Office.

POS + Loyalty: How to take an order

Before you set up your SumUp Point of Sale (POS), you’ll need to upload your menu or product catalog. There are several menu formats you can use. 

POS + Loyalty: Menu Upload FAQ

In this article, we’ll cover how to access your order history, how to cancel an order, how to give a card or cash refund, and how to cancel an order already sent.

POS + Loyalty: How to access and cancel an order

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