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Issue the organization’s receipts, tax invoices, tax invoice-receipts and credit notes from SUMIT instead of Tranzila, and import documents you already issued there.
Category: Documents and invoices (“מסמכים וחשבוניות”)
Connection: one for the whole organization, admins only

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What it does in Lancer

  • When SUMIT is the documents default, receipts, tax invoice-receipts, tax invoices and credit notes are issued in SUMIT; the PDF is saved in Lancer. Proformas (“חשבון עסקה”) still come from Lancer.
  • Import existing documents: documents issued in SUMIT are matched to clients (by tax id, email or name; a missing client is created), payments and payment requests. A nightly job imports the previous day’s documents.
  • Allocation numbers via SUMIT (“מספרי הקצאה דרך הספק”): when your Tax Authority account is connected at SUMIT, it requests the allocation number while issuing. Off: Lancer requests it from SHAAM and sends it with the document.

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Connect

1

Open the integration

Open Settings → Integrations (“הגדרות” → “אינטגרציות”), at app.lancer-erp.com/app/settings/integrations. Under Documents and invoices (“מסמכים וחשבוניות”), find SUMIT and click Connect (“חיבור”).
2

Get your credentials

In SUMIT: Settings → Integrations → API (“הגדרות ← חיבורים ← API”).
3

Fill in the card and save

Enter the details below and click Save (“שמירה”). Secrets are stored encrypted and never shown again; leave a secret field empty later to keep the stored value.
4

Next

In the Documents category, click Set as default (“הגדרה כברירת מחדל”) if you have more than one documents provider connected.
5

Finish

Optional: run Import (“ייבוא”) for a date range to bring in documents you issued before.
Only admins can view and change this connection.

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What you need

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string
Your SUMIT company number. In the app: “מספר חברה”.
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string
Stored encrypted. In the app: “מפתח API”.

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Vendor documentation

SUMIT documentation

The official docs, at app.sumit.co.il.