Help — dIR manual

Contents

1. What is dIR

dIR stands for digital Invoice Release: compose, issue, and tax-confirm an invoice in a single step — without intermediate programs, manual copying, or waiting.

dIR is a service, not software to install: it runs on a server in Slovenia and talks to FURS directly, while you access it from a browser. It is provided by Svetovanje Denis Žvegelj s.p. It covers three areas:

• Invoices — issue invoices, pro forma invoices, quotes, and credit notes with FURS tax confirmation and a printable document (A4, bilingual, UPN and FURS QR codes).
• Customers — register companies and individuals you invoice, with invoice history and private CRM notes.
• Price list — standard services and items you insert into invoices with one click.

Free allowance and subscription

• Up to 12 issued invoices per calendar month are free (the dIR FREE plan) — forever, not just a trial.
• Issued invoices and advance invoices count towards the limit. Drafts, quotes, and pro forma invoices do not count and are never limited; neither are credit notes or imported history.
• dIR Me is for 1 user and 1 company.
• Plans: dIR FREE (0 €, 12 invoices/month), dIR Me (4.99 €/month, unlimited invoices, 1 user), dIR Lite (6.99 €/month, 2 users), recommended dIR 365 (15.99 €/month, 5 users, stock and purchasing), and dIR Corp (35 €/month, 7 users and production). Higher plans include the lower modules; with annual payment, two months are free. All prices exclude VAT.
• Each plan applies to one company. With one login you can run several companies — each has its own subscription, data, invoice numbering, FURS certificate, and settings. No company pays for another. A new company starts on the free plan.
• One payer can pay for all companies. In Subscription under Payer you set who the subscription invoice is issued to — this company, another of your companies, or a person. Subscriptions remain separate per company, but one person can pay for all.
• Track usage on the Subscription screen (§8).

The app never triggers a tax event on a schedule — you always trigger issuing and FURS confirmation. Only accounting copies can be sent automatically if you explicitly enable it.

Fields and headings marked with have a built-in hint — point at it, focus it with Tab, or tap it.

2. Sign-in, roles and password

• The admin URL is dir.idz.si/admin/.
• Sign in with the email and password of your user account — each user has their own; there is no shared key.
• If you do not have an account, choose Create a new account. Enter your company or activity name, email, and optionally your name or alias. dIR creates an independent company on the free plan; only the one-time email link (valid for 30 minutes) activates the account and lets you choose a password. It is not connected to any existing company.
• The session is kept in a cookie, so you do not sign in again on the same computer. On a shared or public computer, log out (top right).
• On error the message is "Wrong email or password". After several wrong attempts, sign-in from your address is temporarily locked — this protects against password guessing; wait a few minutes.
• Change your password in Settings — enter the old and new password (at least 10 characters).
• If you forgot your password, choose Reset it on the sign-in form. A one-time link valid for 30 minutes is sent to the account email.
• Roles. Administrator, sales, purchasing, and accountant have separate permissions; accountant can only read documents, bank, and exports.
• The header shows who is signed in, which company is active, and the plan badge with usage, e.g. dIR FREE · 3/12 invoices this month. The workspace selector appears only when the current company has at least one active specialist workspace.

3. Quick start — first invoice in 5 steps

1. Customer. In Customers add a recipient (name, address, tax/VAT ID, payment term).
2. Price list. In Price list add your services — or click Add service templates and edit the prepared templates.
3. Invoice. In Invoices click New invoice, choose the customer (recipient and maturity are prefilled), and add lines manually or from + From price list….
4. Preview. Click Preview — this opens the document as it will look when printed. You can still edit a draft freely.
5. Issue and confirm with FURS. A number is assigned, the document is frozen, and FURS returns the EOR confirmation code, which is printed on the invoice with a fiscal QR code.

Print or save the document as PDF from the browser (the PDF button in the invoice list opens it in a new tab).

3a. Getting started screen — the guided setup

After a new independent account is activated, its first successful sign-in opens this wizard automatically. Existing users can open it at any time from More → Getting started or the account menu in the top right. It is written for someone who has never used an invoicing program: one question per screen, answered with a single click, with no jargon. Every step can be skipped and every answer changed later.

1. What do you do? One of seven activities — I issue invoices, I drive passengers, I run a car park, I sell tickets, I run guided tours, I have a bar, I have a restaurant. One click answers and moves on.
2. How many of you work? Just me · two to five · six or more. The activity and the size together drive the plan proposal, which is never weaker than the activity requires. Bar and Restaurant sell goods, so they start at the edition that includes Stock.
3. Company details. Only what must appear on an invoice: name, tax number, address, IBAN and whether you are VAT registered. A live preview of the invoice header is drawn beside the form as you type. Everything else is hidden under More details — optional. It is the same record as in Settings; while VAT says No, dIR never adds VAT to an invoice.
4. Plan. One large card with the recommended plan and why it is that one. The main button starts the one-time free trial, no card required. The full price list and the immediate order are folded away so they do not crowd the decision.
5. Workspace. This step appears only when the chosen activity needs one and you do not have it yet. It says what the workspace does for you, what it costs and what happens after you send the message.
6. Finish. A plain-language task list — company details, bank account, plan, FURS fiscal confirmation, price list and workspace. Each unfinished item has a button that takes you straight there.

A message is not a purchase. You cannot enable a workspace yourself. The wizard records what you need — variant, number of installations and a contact — and notifies us. It is switched on from Administration, by agreement; until then the message stays open and you may amend it at any time. Granting the package closes it automatically. Only a company administrator can send it.

Your answers are stored in your browser separately for each company, so you can leave the wizard, switch companies, and return to the correct step later. Start again clears them. The progress bar at the top shows which step of how many you are on.

4. Invoices screen

The invoice list shows drafts and issued documents. Use the search box and Status filter. Columns include number, date, recipient, amount, and status.

• New invoice. Choose the document type (invoice, pro forma, quote, credit note), select a customer, set dates, and add lines.
• Draft. You can edit everything until you press Issue. Drafts do not count towards the plan.
• Issue. Assigns a number, freezes the document, and sends it to FURS if enabled. You will receive the EOR and ZOI codes. After issuing, the only correction is a credit note.
• Credit note. Use it to cancel or partially correct an issued invoice. It is also sent to FURS and has its own number.
• PDF / print. The print view opens in a new tab; use the browser Print to PDF or printer.

The issue date is the tax-relevant date. The service date is optional; leave it blank if it equals the issue date.

5. Customers screen

Maintain your register of recipients. At minimum enter name, address, tax number, and payment term. You can also store a VAT ID, contact person, notes, and internal type.

• Customer type — company or individual. Required fields change accordingly.
• Tax number — 8 digits, no SI prefix.
• VAT ID — only if the customer is VAT-registered, format SI12345678.
• Payment term — carried to new invoices for this customer. You can override it on each invoice.
• Archive — hides the customer from the main list but keeps old links.

6. Price list screen

Your catalog of services and products. Each item has a code, name, unit, price, category, and optional default description.

• Active items appear in the invoice line selector.
• Inactive items stay on old invoices but cannot be added to new ones.
• Categories help you organise the list; they are not printed on invoices.
• Sort order positions items in dropdowns; lower numbers appear first.

7. Settings screen

Settings apply to the currently selected company and are grouped into seller data, users, bank mailbox, numbering, VAT, and FURS certificate.

• Seller — official details printed on documents. Must match the tax register and FURS certificate.
• Numbering — prefix, next number, length, premises/device codes, and payment reference model.
• Bank mailbox — IMAP/POP3 settings for automatic statement import. Password stays on the server.
• Users — add people to the company and assign roles. Each user gets an email invitation.
• QR for import — prints a signed link and QR on issued documents so the recipient can import the e-SLOG XML.

8. Subscription screen

Review current plan, monthly invoice count, extra seats, and payment status. Upgrade or downgrade here.

• One subscription per company.
• Extra user seats can be added beyond the included count.
• Annual billing usually gives two months free.
• Taxi (€7.99), Taxi Pro (€49) and Park (€6.99) have fixed monthly catalogue prices. Entry, Guide, Bar and Restaurant are priced by agreement until standard packages are defined. All seven specialist workspaces can be added to any accounting edition; the public price page compares their best fit and daily workflow.
• If the free or paid limit is reached, new invoices are blocked until the next billing period or upgrade.

9. Export screen

Generate files for accounting, tax, and analysis: e-SLOG, SAF-T, CSV, and FURS reports.

• Select the period and document types.
• e-SLOG is used for electronic exchange of invoices.
• SAF-T is for accounting ledgers.
• CSV is handy for spreadsheets and custom analysis.

9a. Specialist workspaces

Taxi, Park, Entry, Guide, Bar and Restaurant are dedicated workspaces. Select them in the header beside the company; only enabled workspaces are shown.

• dIR Taxi is optimised for dispatch and trips: passenger, saved route or manual destination, driver and tariff. It records the outbound leg and an empty or occupied return separately. Direct work accepts cash, a confirmed external-terminal card payment or card QR and issues the invoice on the selected premise/device. A VB-style principal contract records guest or room/date plus destination while the principal invoices the guest; an MZ-style supplier contract records passenger and destination while the supplier may invoice the operator later. The taximeter supports fixed, time, distance or combined pricing.
• dIR Taxi Pro adds consent-based live availability and nearest-driver dispatch. It stores no route history for this assignment feature.
• dIR Park sells timed parking. A verified payment starts the stay and the signed exit code remains valid for exactly 15 minutes after expiry; an overstay requires an additional payment.
• dIR Entry issues signed QR passes with atomic first-entry, temporary-exit, re-entry and completed states. Every scan is auditable.
• dIR Guide manages group, participant count, meeting point, guide and fixed or timed pricing, using the same secure payment flow as Taxi.
• dIR Bar provides price-list search, favourites and persistent guest tabs with cash, bank transfer or card QR settlement. Restaurant-only areas, courses and preparation controls stay out of Bar.
• dIR Restaurant uses a three-pane floor, catalogue and active-check workspace. Setup defines areas, tables, courses, logical preparation stations and product presentation/routing.
• New lines are sent explicitly, then move through sent → preparing → ready → served on the Preparation board. A later round reopens a served table as new/unsent, so settlement cannot appear early. A sent line can only be voided with a reason; it is not silently deleted.
• Bar and Restaurant convert settled orders into ordinary dIR invoice drafts. Existing invoice issue/FURS logic remains the only numbering and fiscalisation authority.
• Administrators assign purchased workspace seats to installation UUIDs under Subscription → Specialist workspace devices. Lost devices can be released or revoked.

The QR amount is always read from the server. A payment screen turns green only after a verified payment-provider response. Public pages retain the selected sl or en language through hosted card checkout.

10. Document types

dIR supports four types:

• Invoice — standard outgoing invoice; counts towards plan and is sent to FURS.
• Pro forma invoice — counts towards the plan only when issued; otherwise a non-binding prepayment request.
• Quote — non-binding offer; not sent to FURS, does not count.
• Credit note — correction of an issued invoice; sent to FURS, does not count.

11. Fiscal confirmation (FURS)

FURS (Financial Administration of the Republic of Slovenia) confirms every issued invoice electronically. To enable it you need:

• A valid digital certificate in P12/PFX format, issued for your company.
• Correct seller tax number, premises label, device label, and operator tax number.
• Fiscal confirmation enabled in Settings.

On issue, dIR sends the invoice to FURS and prints the returned EOR code and QR code on the document. If FURS rejects the invoice, the error is shown and the invoice remains a draft.

The certificate and its password are stored encrypted on the server and are never returned to the browser.

12. Stock

Stock management is available in dIR 365 and dIR Corp. Track items, warehouses, receipts, issues, and valuation.

• Valuation methods: FIFO, LIFO, or average cost.
• Receipts increase stock; issues decrease it.
• Warehouse labels are internal and not printed on invoices.
• Production work orders consume raw materials and produce finished goods automatically.

13. Banking and reconciliation

Import bank statements and match them to invoices and card payments.

• Connect an email mailbox (IMAP/POP3 with TLS) or upload files.
• Each company has its own mailbox; credentials stay on the server.
• Match imported transactions to open invoices manually or confirm automatic suggestions.
• Use internal labels to group transactions for reporting.

14. Payments and settlement

The Cards screen shows card payment transactions and their lifecycle: authorised, captured, settled, or refunded.

• Match card payments to invoices and bank deposits.
• Review exceptions such as partial payments, refunds, and fees.
• Only actual bank deposits represent money received.

15. Administration

The Administration screen is for platform operators and company super-admins. It lets you create organisations, manage users, review subscriptions, and handle system tasks.

16. QR for import

When enabled, issued documents print a signed QR code. Scanning it opens a unique URL from which the recipient can download the e-SLOG 2.0 XML or JSON representation of the document.

• Each link is valid for one document only.
• Turning the feature off immediately disables existing links.
• It avoids manual retyping of invoice data.

17. Production

Production is available in dIR Corp. Define recipes, create work orders, and automatically adjust stock.

• A recipe lists raw materials, quantities, expected waste, and the finished product.
• A work order produces a planned quantity and writes off raw materials.
• Choose the valuation method and warehouse in Settings.

18. Users and permissions

Every person has a separate user account and password. Roles limit what each user can do:

• Administrator — full access to the company.
• Sales — invoices, customers, price list.
• Purchasing — stock receipts and issues.
• Accountant — read-only access to documents, bank, and exports.

New users receive an email invitation to set a password.

19. Numbering and reference

dIR assigns sequential invoice numbers automatically. You define the prefix, length, and next number in Settings.

• The FURS format also includes premises and device codes.
• After the first invoice is issued, do not change the sequence to keep continuity.
• The payment reference model (e.g. SI00) is calculated from the invoice number.

20. VAT

VAT handling depends on whether you are a VAT-registered business:

• If you are not VAT-registered, invoices use 0% with a VAT-exempt clause.
• If you are VAT-registered, enter your VAT ID (SI12345678) to enable VAT rates.
• Default VAT rates are set in Settings.

21. Corrections and deletion

Issued documents are frozen for legal and accounting reasons. You cannot edit or delete them.

• To correct an issued invoice, create a credit note that cancels or reduces the original.
• If a mistake is found, you can also issue a new invoice after the credit note.
• Drafts can be edited or deleted freely.

22. FAQ

• Why can't I see a module? It may not be included in your plan or your role does not have permission.
• Why is FURS confirmation failing? Check the certificate, tax number, premises/device labels, and operator tax number.
• Can I import old invoices? Yes, via the console or import tools; imported history does not count towards the plan.
• Is my data safe? Yes — see the Security and privacy section.

23. Security and privacy

• Sessions are stored in HttpOnly cookies; no secret keys are kept in JavaScript.
• Passwords and certificates are stored encrypted on the server.
• Bank mailbox passwords and certificate passwords are never shown back in the browser.
• Communication with FURS and banks uses TLS.
• Backups and access logs are maintained according to the service terms.

Screenshots from the Android app are voluntary: the camera button appears only when explicitly enabled in the app settings. When pressed, only the dIR window is captured; it may contain customer, invoice, or financial data. The screenshot travels through the signed session to private storage outside the web root and only to two authorised dIR Telegram support accounts; the bot key is not in the app.