Adding extra information to your invoices

No sticky notes required! If you’re already a SumUp Invoices user, you know how fast and simple it is to create an invoice and add all customer details and product information to these documents. 

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The mandatory invoice information such as the invoice number, issue date, and payment terms are either updated automatically or can be adjusted with a click or two. Different tax rates can be added by invoice line, and discounts can be applied overall or to specific items. 

In other words, the options for creating an invoice in SumUp Invoices go beyond the convenient online template and professional design. But what if you need to add more information for your customer? What if there are details that you want to include on every invoice? The good news is that there are options for that as well!

Adding terms & conditions to an invoice

One of the easiest places to add more information is at the bottom of the invoice template. This is the ‘Terms’ field. You’ll find it underneath the subtotals and total section.

This field is typically used to include terms or conditions of the sale, or instructions for payment, for example. The text entered in this box will appear at the bottom of the invoice once completed.

Learn more about how to write payment terms and conditions: “What are invoice payment terms?

If there is text here that you’d like to apply to every invoice automatically, click the button ‘Save as default’ to the bottom right of the box. This will appear once you start typing. Clicking this will apply this additional text to all new invoices you create automatically.

Adding attachments to an invoice

There is also the option to add attachments to your invoices. This can be useful if you have a standard document containing Terms & Conditions that is longer than would potentially look good on an invoice.

It can also be used for features such as a product catalogue or price list, or even promotional material for future sales or special offers coming up. If you choose to add attachments, consider what will be the easiest format for your customer. Often PDF’s are a suitable choice, as they can’t be easily modified by the customer and are easy for them to download and print. 

Attachments, like the Terms, can also be added as default, which means they can be uploaded once and automatically included with every invoice after that - an easy and fast way to include all the necessary information with each invoice you send.

With all of these, if at any time you wish to remove the text or the attachments from being added automatically, you can delete the text and click the ‘Save as default’ option once more.

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