Key Highlights
- What is CardUp Invoice feature?
- How do I create an invoice?
- Section: Invoice Detail
- Section: Invoice Preview
- Section: Download or Email Invoices
- CardUp Invoices Dashboard Statuses
- How to modify your draft or unpaid invoices?
- How can I contact the support team regarding my invoice?
What is CardUp Invoice feature?
The CardUp Invoice feature empowers CardUp Collect users to generate, distribute, monitor, and receive payments through their invoices.
In contrast to the current CardUp payment request functionality, the invoice feature provides users with the capability to incorporate a comprehensive itemization of products/services, inclusive of prices, discounts, and taxes. Additionally, the invoice can be transmitted to the payor in the convenient PDF format.
How do I create an invoice?
Here's a step-by-step guide on how to create an invoice using CardUp:
- Login: Sign in to your CardUp account. Ensure that you are using the account designated for business purposes.
- Access the Collect Section: In the left panel of your CardUp account, locate and select the "Collect" option.
- Choose "Invoices" From the dropdown menu that appears under "Collect," specifically select "Invoices."
- Initiate a New Invoice: Look for the option labeled "+Create New Invoice" and click on it to start the invoice creation process.
- Fill in Invoice Details: A new window or page will open for you to input your invoice details. Begin by entering the necessary information, starting with:
Section: Invoice Detail
- Invoice Number (automatically generated or easily editable)
- Reference for the Invoice
- Payment Due Date (pertains only to payments scheduled for future dates)
- Issuance Date (customizable and can be set in the past as well
- Invoice Items (enter the goods/services you are offering) Here, you can input the name of the service/goods, quantity, item price, discounts, and taxes. The total amount will be automatically calculated.
- Recipient or Payor Name (first and last)
- Required Email Address
- Recipient or Payor Address
- Note for Reference
- Payment Options You have two choices available:
- PayNow QR - 0% processing fee
- Credit/Debit Card - 2.6% for Singapore-issued cards or 3.3% for international cards. You can choose to bear the fee or have the payor cover it.
- Payment Speed If you choose:
- Standard - Payout processing takes 3 business days.
- Next Business Day - Payout occurs on the next working day with an additional 0.25% charge, debited from your business account.
- Select "Save and Preview," and you'll be redirected to the following section.
Section: Invoice Preview
The details you've entered will be displayed in the screenshot below.
- Should you need to modify the information, click on "Update Invoice," and you will be redirected to the invoice details section.
- Before finalizing, review the entire invoice to ensure accuracy. Confirm that all details are correct and complete. If you're ready to proceed, click on "Approve and Share Invoice."
- Note: In case you're unable to complete the details and wish to resume at a later time, simply click "Save and Preview." The invoice will then be accessible on your CardUp Invoices dashboard under the "Draft" tab.
Section: Download or Email Invoices
You have the option to share the invoice(s) by
- either generating it in PDF format and sharing it through any available medium (e.g., WhatsApp, etc.), or
- sending a copy directly to your payor via email by entering their email and clicking on "Send Email." Upon successful delivery, a pop-out notification will confirm that the invoice has been sent to the payor's email.
This new functionality goes beyond creating and sending invoices to your payor. You can conveniently view the record of your invoices on the "Collect Invoices" dashboard. Just go to "Collect" and choose "Invoices" and you may find several statuses reflected on this dashboard.
CardUp Invoices Dashboard Statuses
- Unpaid: Pertains to invoices that have been shared, with a future due date, and have not been paid by the payor.
- Draft: Reserved for invoices that have not been shared and are still in progress.
- In-progress: Refers to invoices that dynamically display the progress of payments made by the payor.
- Completed: Designates invoices that have been successfully paid by the payor.
- Deleted: Houses any invoices that have been deleted, and they cannot be restored or removed. They will persist under this tab.
How to modify your draft or unpaid invoices?
You can edit, delete, or share invoices as long as they are categorized under the Unpaid and Draft statuses. Just go to Collect > Invoices > Check under the Unpaid or Draft statuses.
- Update Invoice: To modify the invoice information.
- Delete Invoice: Note that deletion is irreversible.
- Share Invoice: Opt to share the URL via WhatsApp, email, or SMS.
How can I contact the support team regarding my invoice?
Feel free to contact us through email at hello@cardup.co or via our hotline at +6531292257. Our operating hours are from 9:30 AM to 6:00 PM, Monday to Friday (excluding weekends and public holidays).