Create an invoice and send it by email: pick the customer, add line items, send. PDF with QR bill and an online link for your customer, step by step with video.
Posts tagged #invoice
All posts tagged #invoice.
Creating a QR-bill in Switzerland: what goes on the payment part, QR-IBAN or IBAN, which reference to use and how payments are matched automatically.
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.
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.
