Posts tagged #documents

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.

Documents, attachments, archived invoice PDFs and receipts: how Saldio stores files – visibly linked, with issued documents unchangeable.

One search field for customers, documents, bookings and files (⌘K or Ctrl K) plus column filters in every list: how to find invoices in Saldio again.