SumUp Point of Sale + Loyalty FAQ

Congratulations on taking the next step toward growing your business!

The SumUp Point of Sale (POS) + Loyalty will not only streamline your payments and back office procedures, but it will also grow your database with every new transaction.

This page will walk you through common questions you may have while working with your POS + Loyalty. 

If you have questions not covered on this page, reach the SumUp Support Team Monday - Friday between 9am - 7pm EST at 1-860-578-2770, press Option 1 then request to speak with a SumUp POS representative. You can also reach our Support Team anytime by email at [email protected].

How do I upload/submit my menu prior to installation?

Before you set up your SumUp Point of Sale (POS), you’ll need to upload your menu or product catalog. In this article, we’ll cover how to create your menu.

How do I manage my menu?

In this article, we’ll cover how to:

  • Add taxes into your POS

  • Add categories to the menu

  • Change the order of a category in the product list

  • Add, edit and delete an option

  • Activate an option on a product

  • Create, edit, delete and deactivate a product

  • Create a new menu or edit a menu for your establishment

How do I manage my Loyalty Dashboard?

This article will help you set up your Loyalty dashboard, utilize your announcements, send promotions, monitor campaign reach, and use our autopilot system.

How do I access the Back Office and Reports?

In this article, we’ll cover how to:

  • Log in and manage your Back Office

  • Access Settings in your SumUp App

  • Access the Back Office on your POS

  • Analyze the Product Sales Report 

  • Update your business information

How do I monitor and access my cash fund?

In this article, we’ll cover how to open and close your cash drawer and fill in your cash fund, how to see your cash flow mid-shift and at the end of the day, as well as how to modify your cash flow.

How do I quickly access my funds?

In this article, we’ll cover processing times for credit card payments, custom batch times for deposits, processing fees, and how your deposits will appear on your bank statements.

How do I manage POS users?

Before you get started using SumUp Point of Sale (POS), it’s important to know which accesses you can manage in your Back Office versus your iPad. This article will help you manage POS users.

How do I take an order?

In this article, we’ll cover: 

  • Take an order on your POS

  • Make a payment

  • Complete a split payment

  • Add an off-menu product to an order

  • Add a comment on a product

  • Quickly search for a product

  • Sell your product online

How do I access and cancel an order?

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

How do I create a custom tender? 

Not all methods of payment, such as cryptocurrency and EBT, are supported on your SumUp POS. In this article, we’ll cover how to create a custom tender if your business offers a method of payment that isn’t currently supported by our systems.

How do I manage my printer?

In this article, we’ll cover how to add and delete a new printer from the Back Office, how to edit the name of the printer, and how to edit the features of a printer.