Posts tagged #customers

When did which invoice go to whom, did the email arrive, was the document opened? Email history, email log and the access log of online links in Saldio.

Create addresses, add contact persons and delivery addresses, import contacts from CSV, vCard or JSON: how Saldio manages customers and suppliers.

A customer's revenue, paid and open amounts and sending history on one page: how Saldio builds the digital customer file – straight from the documents.

Build a quote, send it, revise it, get it accepted: how Saldio keeps every revision as a version and lets customers accept bindingly via an online link.