Deciding on the one or multiple ways to collect via CardUp
CardUp understands different businesses have different collection needs. Here’s how you can determine the collection method that best suits your business.
Collection methods | Invoices | Payment Pages | Payment Requests | Xero |
What is this? | A simple way to invoice, chase, and get paid.
Create professional invoices and share them via email, WhatsApp, or PDF.
Set automatic reminders to reduce late payments. Track invoice status and payments with auto-updates on your dashboard.
Customers can view/download invoices and pay securely via the CardUp payment page. | A speedier way to get paid.
Add a payment link to your website, invoices, etc.
Any number of customers can pay via the link, and you can track payments on the CardUp dashboard.
Create multiple Payment Pages with preset amounts for different products/services. | A customisable way to get paid.
Send payment requests to specific customers and track whether each request has been paid using unique links. | A simpler end-to-end way to get paid via Xero invoices.
Connect CardUp to Xero to auto-generate payment links on invoices and automatically reconcile payments. |
How do I collect? | Enter invoice details, configure payment methods and reminders, then send the invoice via email, WhatsApp, or PDF. | Your Payment Page: No details required.
Custom Payment Page: Add payment amount and reference. | Add payment amount, reference, and invoice number to send a request. | No details required. |
How do my customers pay? | Customers open the invoice payment link, view or download the invoice, and pay using enabled methods (Card and/or PayNow). | Your Payment Page: Customers provide all details with supporting documents.
Custom Payment Page: Customers provide remaining details with supporting documents. | Customers provide card or bank transfer details. | Customers provide card or bank transfer details. |
Other features available | ✔ Automatic payment reminders via email or WhatsApp
✔ Track invoice status and payments with auto-updates
✔ Customers can pay via Card and/or PayNow | ✔ Track payments after a charge is completed
✔ Customers can pay via Card and/or PayNow | ✔ Track payments immediately after request creation
✔ Send payment reminders to customers
✔ Create multiple payment requests at once
✔ Customers can pay via Card and/or PayNow | ✔ Track payments directly in Xero with auto-reconciliation
✔ Customers can pay via Card and/or PayNow |
How are other businesses using this? | SMEs use CardUp Invoices to collect payments for tuition classes and professional services, replacing manual Excel/PDF workflows.
Automatic reminders and dashboard tracking help reduce late payments and save time on follow-ups and reconciliation. | Your Payment Page: Canadian International School added their payment page link to their website and invoices, enabling parents to easily pay school fees.
Custom Payment Page: Swelltech created three payment pages with locked amounts for different products and added the links to their website and invoices. | ABC Marketing Agency sends payment requests to each client with reminders enabled, allowing automatic follow-up emails to prompt payment. | Hmlet invoices customers through Xero by connecting their CardUp account.
Each invoice includes a payment button for easy customer payments |
Are you still having uncertainties about which collection method best suits you or your business? Speak to our Sales team via [email protected] or reach out to our Customer team via [email protected].