Posts tagged #feature

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.

Find overdue invoices, create reminders in bulk and send them: how dunning works in Saldio – with three stages, reminder fees and an ageing report.

Create, issue, send, match the payment: how an invoice becomes a posted receivable in Saldio – with QR-bill, e-invoice and reversal instead of deletion.

An operating company, a property company, an association — or twelve client mandates: how Saldio keeps companies separate and switches with one login.

What customers still owe, even before the due date: how Saldio tracks open items, offsets partial payments and rounds cash payments to 5 centimes.

Quote, hours, supplier invoices and documents in one place, plus project costing with a traffic light: how Saldio shows whether a project is making money.

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.

Four roles, 16 module permissions, an audit log: how to invite users in Saldio, who may see what and why the fiduciary cannot change bookings later.