Overview of Sunrise's Document Portal
The Document Portal allows you to securely upload documents or receive documents from your bookkeeper.
Follow these few steps to upload your documents into Sunrise.
Step 1: Select the Documents tab from the navigation menu.
Step 2: Click the green Upload Documents button.
Step 3: Select your documents from your computer or drag and drop them in the browser.
Way to go! You are done!
Delete a File
If you upload the wrong document, no problem! Identify the document you’d like to delete, hover over it and select the garbage can on the far right side. Select delete file and POOF it’s gone. Please note this action cannot be undone.
Add a Payment Method (Credit/Debit Card, Cash, Check, ACH)
Sunrise Pay is the quickest way to get paid on your invoices. Once you sign up with a free user account, you’ll have access to add new payment methods. Sunrise Pay includes credit and debit cards and bank transfers. You’ll be able to add Check and ...
Do You Have Receipts for Any Major Purchases Uploaded into Sunrise?
Do You Have Receipts for Any Major Purchases Uploaded into Sunrise? When you upload a receipt for a major purchase, verify that it’s being recorded to the proper account in Sunrise. Major purchases usually represent fixed assets rather than current ...
Company Logo Sizes in Sunrise
Wondering what dimensions for uploading your logo to Sunrise? There are 3 places to upload your logo in Sunrise: Main Logo Icon Setting Invoice Template Main Logo Settings Step 1: Navigate to Settings, click on Organization. Step 2: Upload your logo ...
How to Add More Users
It's super easy to invited users to your Sunrise account. Head to Settings > Users > Invite There you can select what type of account to give the user. They will have 24 hours to accept the invitation before the link expires. You can also view a ...
Accepting Payment: Scanning Credit Cards & Accepting Payments on the Sunrise App
One of the most useful aspects of the Sunrise mobile app is the ability to use your camera to scan credit cards and accept them as payment for your invoices. This ability allows your business to accept payments on-the-go, making it convenient for ...