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Company Management

Manage several companies from one Numbero profile and switch between them with ease. Each company has its own separate workspace, documents, clients, design, and settings.

Uzņēmumu saraksts Numbero mobilajā lietotnē
  • Several companies in one profileManage your own or your clients’ companies without creating separate user accounts.
  • Own branding for every companyAdd a separate logo and tailor document design to each company’s visual identity.
  • Individual document settingsSave each company’s own language, currency, bank accounts, payment terms, and other document parameters.
  • Flexible document numberingCreate a custom numbering scheme for invoices and other documents for each company.
  • Personalized email sendingUse your own email templates and send documents to clients from the company’s familiar email address.
  • Country and time zone settingsSet each company’s country and time zone so recurring documents and notifications are prepared at the right local time.

A separate workspace for every company, in one profile

Manage one or several companies from a single Numbero user profile. Each company keeps its own individually configured profile — separate details, document settings, numbering, design, email templates, and other working parameters.

This is especially convenient for company managers, company groups, and accountants who manage several companies or clients in Numbero.

Several companies in one profile

Add several companies to your user profile and switch between them without signing in again or creating separate accounts.

Each company’s documents, clients, products, bank accounts, and settings are stored separately, so information stays organized and easy to review.

Choosing a company in the profile — switching between companies without signing in again

Own branding for every company

Add a logo and tailor the visual appearance of documents for each company separately. Invoices, quotes, and other documents can carry a design that matches the specific company’s identity.

This lets you prepare professional documents for several companies from one Numbero profile, each keeping its own brand.

Rēķinu dizains ar katra uzņēmuma logotipu un krāsām

Personalized email templates

Create each company’s own email templates for sending invoices and other documents. They can include a company-specific greeting, cover letter, contact information, and signature.

Ready-made templates help send documents faster and keep client communication consistent.

E-pasta sagatave ar uzņēmuma uzrunu, pavadvēstuli un parakstu

Sending documents from the company’s email

Documents can be sent not only through Numbero but also from the company’s own email address using an SMTP connection.

Put simply, SMTP securely connects Numbero to your company’s email. The client receives the invoice from the familiar company address, for example invoices@yourcompany.com, even though the document was prepared and sent on the Numbero platform.

All invoicing stays in one place, while client communication continues from your company’s email.

Individual document settings

For each company you can save document settings suited to its daily work — language, currency, payment terms, tax parameters, bank account, payment method, and other information.

When creating a new document, Numbero automatically offers the company’s saved settings, reducing repeated data entry.

Uzņēmuma dokumentu iestatījumi — valoda, valūta, laika josla un numuru atdalītājs

Flexible document numbering

Numbero’s document number generator lets each company create its own numbering scheme. You can define prefixes, years, sequential numbers, and other elements to match the company’s internal order.

For example: INV-2026-0001, REK-2026-001, or LV-001/2026.

Once the numbering scheme is saved, Numbero automatically assigns the next document number, helping avoid duplicates and manual errors.

Dokumentu numerācijas veidne — prefikss, gads un secīgais numurs

Country and time zone settings

For each company you can set its country of operation and time zone. These settings matter especially when companies are in different countries or serve clients in several markets.

Recurring documents and scheduled sending run according to the specific company’s time zone. An invoice is prepared and sent at the intended local time, not according to another company’s or user’s location.

Uzņēmuma valsts un laika joslas iestatījumi

VAT references and notes

Save the VAT references, legal notes, and other document texts the company needs. They can be tailored to specific tax cases and used on the relevant invoices.

This keeps document formatting consistent and reduces the need to re-enter the same information every time.

Customizable PDF file names

Create your own PDF file name template so downloaded documents are saved in a format that is convenient and clear to you.

The file name can include, for example, the document number, client name, date, or document type: Invoice_INV-2026-001_Client.pdf or Client_2026-05_Invoice.pdf.

Once the template is saved, Numbero automatically builds file names in your chosen order.

PDF faila nosaukuma veidne — numurs, klients un datums

A separate, organized workspace

Each company in Numbero has its own documents, clients, products, users, and settings. This keeps data clearly separated while letting you manage all companies conveniently from one user profile.

One Numbero profile — several companies

Each company gets its own workspace and settings, and you manage them all from one account.

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