> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lancer-erp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# SUMIT

> 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.

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.

> [!NOTE]
>
> **Category:** Documents and invoices ("מסמכים וחשבוניות")\
> **Connection:** one for the whole organization, admins only

## 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](https://docs.lancer-erp.com/integrations/shaam.md) and sends it with the document.

## Connect

**1. Open the integration**

Open Settings → **Integrations** ("הגדרות" → "אינטגרציות"), at [app.lancer-erp.com/app/settings/integrations](https://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.

> [!NOTE]
>
> Only admins can view and change this connection.

## What you need

**Company number** `string`

Your SUMIT company number. In the app: "מספר חברה".

**API key** `string`

Stored encrypted. In the app: "מפתח API".

## Vendor documentation

> [card] [SUMIT documentation](https://app.sumit.co.il/developers/api/)
>
> The official docs, at app.sumit.co.il.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.