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Options after document marking
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Options after document marking

2 min.

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All your documents are under your control in one place. 
In Numiron Invoicing, you simply mark up an invoice, invoice in advance, quotation, credit note, delivery note or tax document and work with them immediately. 
With just two clicks, you can take the desired action instantly.

How to edit an already created document 

1. Where to find the editing option 

To mark a document, click on the square to the left of the document number. Once selected, you will see a bar of options at the bottom. Here you click on the buttonEdit.It will then take you into document editing mode. 

naklady uprava

2. Edit the document 

The document editing mode is visually identical to the document creation mode. 
Moses

You can edit all document data, except when the document is paired. 

naklady uprava vytvorit

 
The paired document cannot be modified:  

  • counterparty, 
  • the date (usually the date of delivery) to another month, 
  • the total amount, 
  • distribution of VAT, 
  • monetary currency, 
  • paired documents. 

To make such modifications, the document must be unpaired. 
 

naklady uprava sparovany

How to save time by copying 

1. Where to find the copy option 

To mark a document, click on the square to the left of the document number. Once selected, you will see a bar of options at the bottom. Here you click on the buttonCopy.  
 

naklady kopirovanie

2. Copying a document 

Click the copy button to start creating a new document that will upload all the data from the original document with the updated dates. 

You can change the necessary data and create a new document. 

naklady kopirovanie vytvorit

Copying documents saves a lot of time if you create several similar documents. 

How to manually record reimbursements if necessary 

Click on the button To register the payment open the manual reimbursement registration mode. 

naklady evidencia uhrady

Fill in the date of payment and the method of payment (bank transfer, cash, card...). Then click onCreate a transaction

naklady evidencia uhrady vytvorenie

Usage: when the payment is outside the automatic matching (e.g. when paying in cash). 

4. Exporting documents  

You can export documents in two ways: 

Export marked documents - select multiple documents in the list and click Export
 

naklady export oznacenych

Export all displayed documents - use the button Export above the list (next to the filter) to export the entire selection by filter or the complete list for the period. 

naklady export all

Export formats: 

  • XML/XLSX 

Contact us if you haven't found the answer

Mon - Fri from 08:00 - 16:00