![]() ![]() You can prompt the activation code either by logging in to the SumUp App on your smartphone or tablet or by logging into your SumUp Dashboard. Once your registration is complete, you will be prompted to enter a valid phone number to receive a 4-digit activation code. You can learn more about the process and documentation required here. This means that from time to time, you may be asked to share additional documentation to verify your account. Please keep in mind, federal law requires that all financial institutions (including SumUp) verify the identity of each person who opens an account. Once you’ve finished registering, activate your account so you’ll be ready to go once you receive your card reader! Make sure to double-check that you’re inputting the correct information, as any future changes will have to be made by contacting our Customer Support team. Once you’ve ordered a device, it’s time to register your business, personal and bank details. If you’ve already purchased your reader through Amazon > click the “ I already have a reader”link in the top right corner of the page to be redirected to register your details. You will receive the reader in 4 - 5 business days, and will now be redirected to register your details. If you need to purchase a reader > input your shipping and payment information to purchase the reader. This will be the official email address for your account, so please make sure this is an account you will have regular access to. Go to > Click Get Your Card Reader.Įnter your email address and create a password > click Continue. You can find a list of compatible devices here. You will also need to have a bluetooth-enabled mobile device or tablet to use the SumUp Reader. Additionally, you can review the details of what types of businesses and products cannot be supported on our list of Restricted Businesses. You can review the information we need from you here, and you can learn about our bank account requirements here. In order for you to work with SumUp we will need some personal and business information to set up your account. Learn more about the heart behind our company here. There are four simple steps to get up and running with SumUp. Our SumUp Card Reader can also accept contactless payments, which includes Google Pay or Apple Pay. To get missing invoices, you can re-send the Monthly Payout Report.With SumUp, merchants can take cards with a Visa, American Express, Diners, Discover, or MasterCard logo. Where can I find it? We send you the invoice via email along with every monthly Payout Report. You don’t need to pay this amount as it has already been deducted from your payouts. What is it? The transaction fee invoice provides you with the total amount of your transaction fees for the respective month. You can learn more about Payout Reports here. You can also re-send yourself a Payout Report through the Sales tab. Where can I find it? You’ll be sent daily and monthly payout reports to the email associated with your account. What is it? The Payout Report is a list of all the card transactions that have already been paid out to you–including the date of the payout and the associated transaction fees. To change the timeframe, open up the Sales page and select the first filter on the top menu that says “Six Months” to select a custom timeframe. The default timeframe of the report will be six months. In the top right corner, click on the My Reports buttonįrom the drop-down, select Revenue Report, and a PDF should automatically download Select the Sales tab from the left-hand side menu Where can I find it? You can easily access your Revenue Report through your SumUp Account Dashboard. SumUp’s Revenue Report gives you a breakdown of business activity sorted by category, payment method, and employees, and can be a helpful tool for tax planning. What is it? The Revenue Report provides you with a full overview of all the goods or services you've sold over a period of time. On the Sales page, click the first filter on the top menu that says “Six Months” to select a custom time frame. Select the Export file button to download the report. In the top right corner, click on the My Reports button.įrom the drop-down, select Transactions Report.Ī lightbox will appear, where you can select the file format of the report (CVS or XLS) and confirm the dates of the report. ![]() ![]() Select the Sales tab from the left-hand side menu. Where can I find it? You can easily access your Transactions Report through your SumUp Account Dashboard. You can view the payment method, the status of a transaction, the customer’s card details and a transaction description if it was added. What is it? The Transactions Report is an overview of all your transactions, including card payments, cash payments, and refunds. ![]()
0 Comments
Leave a Reply. |