Find answers and get help fast
Get guidance on using Sumu, troubleshoot common issues, and understand key workflows clearly.
Detailed Platform Guidance
The Sumu documentation provides structured information about the platform's modules, workflows, and financial management processes.
This resource helps users fully understand how the platform works.
- Invoicing and billing processes
- Payment recording and tracking
- Expense management
- Accounting tools and journal entries
- Financial reporting features
- User access and account settings
Frequently Asked Questions
Find quick answers to common questions about our platform, troubleshooting, and best practices.
Open invoice create/edit screen and choose a template from the template section.
Yes. Register a payment gateway and, after approval, clients can pay from invoice links.
Go to Invoices and filter by Overdue status to view and follow up quickly.
Navigate to the Clients section, click 'Add New Client', fill in their contact details, and save to keep their profile handy for future invoicing.
Open the Expenses page, enter the transaction details and category, attach any relevant receipts, and save the record to track your total spending.
Open the specific invoice details and select 'Generate Share Link'. You can then securely share this link directly via email or message with your client.
Yes! Manage your offerings in the Products/Services catalog. Add your items with default pricing so they can be instantly selected while generating new invoices.
Hear from our customers about their experiences with us
Hear from our customers about their experiences with us and discover the impact we've made through their own words. From seamless onboarding to exceptional support and tangible results
Want help setting up Sumu
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