Looking for your first invoicing software for consulting, design or other services? With Ari, you prepare invoice drafts by message. Sumaro shows work that hasn’t been billed yet, open payments and estimated tax reserves.
When information is scattered across project folders, emails and invoice lists, every job costs time before any money reaches your account. Sumaro connects the steps that belong together anyway.
From the first estimate to the invoice, client details, line items and attachments stay traceable. Changes can be made where they arise.
Regular services need a reliable rhythm. Templates and recurring workflows reduce the manual work on monthly invoices.
An invoice is only done when it’s paid. Sumaro puts open and overdue receivables right next to your ongoing work.
Create a client and a draft invoice. Use a service you have already delivered as the example and check the line items and price. Then see whether you can follow your open amounts in Sumaro without your old spreadsheet.
Sumaro shows accepted estimates without an invoice, expenses not yet billed on to clients, and drafts that have been left sitting. These hints refer to the work recorded in Sumaro. You decide which of it should actually be billed.
You can bring over client lists as CSV. There is no general document import for Word or Excel invoices. Start new work in Sumaro and keep the old originals.
Bank transactions are imported via CSV. Test your bank’s export and the handover to your tax advisor before you switch your day-to-day workflow.
The fastest test is a job you already know. Create the client and project, turn the estimate into an invoice and match a payment. You will notice whether the connection saves time day to day or just adds another interface.
If you work with several people, also check roles, workspace separation and export. Each user should only see their own workspace’s data; Sumaro takes this boundary into account both technically and organizationally.
No feature promise without context. Here is what Sumaro prepares, what you check and how getting started works.
Yes. Sumaro carries client details, line items and status forward in the same record, so you do not have to piece the job back together from several lists.
Templates and recurring workflows prepare the next step. You check the period, price, recipient and service before finalizing.
Run a realistic client case from estimate to payment and check where Sumaro saves you follow-up work. Free for 30 days, no contract.
