Numiron support

If you frequently issue documents to the same clients, save time by presetting your subscribers in Numiron. You have two options for this: 

Method 1: Saving the subscriber directly when creating the document 

1. Fill in the field Customer 
When you create a document, type in the fieldSubscriberID number or business name. 
The system automatically retrieves data from public registers. If the customer is not in the register, fill in the data manually.  

2. Save the client 
After the data has been loaded, a button will appear next to the subscriber's nameSave among my clients. It is automatically checked. 

3. Select a saved subscriber 
The next time you create a document, just click the arrow next to the typing field and select the subscriber from the saved ones. 

Method 2: Subscriber presetting in a separate section 

1. Go to Invoicing - Subscribers
In the main menu, click on the agendaInvoicingand select the sectionSubscribers. A list of existing subscribers will be displayed.

2. Add a new subscriber 
PressAdd subscriberin the bottom left corner.

3. Enter basic data 
Enter the registration number or business name (the system retrieves the data from the registers). If the customer is not in the register, fill in the data manually. 

4. Set data for future documents 
These preferences are automatically added when creating invoices, quotes or credit notes: 

• delivery address, 
• bank account (IBAN), 
• contact details (e-mail, telephone), 
• documents due, 
• main revenue category (business focus), 
• reminders (if you use the reminders functionality).

5. Setting accounting preferences 

• type of delivery,
• Names,
• the language of the document,
• constant symbol,
• default description,
• centre, contract, activity.

6. Overview of outstanding invoices 
You can also see all outstanding invoices of the client in the customer list. 

7. After editing, you need to save the changes with the button Add, which will appear in the bottom right corner