SUMit

SUMit

by The American Spreadsheet Company

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Getting Started

Learn the basics of SUMit

  • Setting up your account
  • Adding your first customer
  • Creating your first invoice
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Account Management

Manage customers and contacts

  • Adding customer details
  • Viewing account history
  • Managing contact information
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Invoicing

Create and manage invoices

  • Creating invoices
  • Customizing invoice templates
  • Payment tracking
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Reports & Analytics

Understand your business data

  • Revenue reports
  • Customer insights
  • Payment tracking
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Popular Articles

1
How to set up your first customer account
2
Understanding invoice statuses
3
Customizing your dashboard
4
Setting up payment reminders
5
Exporting customer data