Track invoice status: viewed, paid, or overdue
Best way to keep track of invoices
Saldo Invoice Maker is a great solution where simply sending an invoice to your customer is not enough. The app can spare you part of the tiresome record-keeping that’s typically associated with being self-employed or running a business by offering you a smart approach to organizing invoices.
All the invoices that you create and share using the app can be sorted based on date or status. While organizing invoices chronologically is a convenient generic option, you may want to see if there are any unpaid bills that promise you some income or require action.
This intuitive app combines a bill generator with invoice tracking software that enables you to see if the customer has seen the invoice. Customers can manually report having paid a bill to keep you informed. The latter status requires a quick update from the client. You can also see if an invoice is past the due date before it’s too late to send the customer a friendly reminder to pay.
Manage Invoices With Ease Using Saldo Invoice
As a business expands, even the most organized minds can struggle to keep their bookkeeping neat. At first, using MS Excel spreadsheets or a notebook for invoice tracking might seem like a sensible and money-saving idea. However, as more data accumulates over time, doing things manually becomes overwhelming, inefficient, and prone to expensive mistakes. If you feel like you are getting bogged down in the complexities of your manual billing routine, check out Saldo Invoice’s user-friendly platform with excellent invoice tracking, bill generation, and reporting features.
Best Way to Keep Track of Invoices
It is easy enough to keep tabs on your clients’ payment obligations if you are a freelancer with a small client roster. However, for a medium or large enterprise with thousands of customers and vendors, it can be much more challenging. If mistakes are made, payments can arrive late, disrupting the business’s cash flow and impairing its ability to pay its own bills, meet payroll obligations, or invest in further growth.
With Saldo Invoice’s impressive tracking capabilities, keeping up with all your bills is a breeze. Here are some exciting benefits the users of Saldo software can enjoy:
- Impressive tracking capabilities: With Saldo’s advanced tracking features, managing multiple receipts becomes a smooth and effortless process.
- Efficientsorting by date: Payment requests created and shared with the platform’s help can be easily sorted by invoice due date.
- Easy status tracking: Users can track the current status of invoices and see if these documents have been viewed, paid, or are long overdue and require immediate action.
These are just a few helpful features available to Saldo users. In addition, the software helps generate customized bills that reflect your brand’s identity and create invoice summary reports, providing detailed insights into your financial transactions and invoicing performance.
Auto Sort Invoices on Date or Status
High efficiency and organization are what set successful businesses apart. The Saldo Invoice tracking software makes it easy and quick to find the document you need when you need it. There is no reason to keep in mind or write down every track invoice number – the platform’s intuitive auto-sorting feature lets you arrange your bills by date or status and uncover the information you require within seconds.
The former filtering option comes in handy when you want to see your financial history displayed chronologically by invoice due date, and the latter allows you to prioritize transactions by status: viewed, paid, or overdue. This information lets you manage your cash flow more effectively and make highly informed financial planning decisions.
Bill Generator With Invoice Tracking
Saldo Invoice is a multi-purpose tool that combines the two highly sought-after functionalities for business – a competent bill generator and robust software that keeps track of the progress of sent invoices. While other similar products would typically require you to provide a track invoice number to locate the corresponding financial records, Saldo’s tracking software simplifies the process of uncovering these details by allowing a quick search by date and status.
Handling invoices can be a simple and stress-free process with the right tools, even for a large enterprise. Saldo Invoice offers top-notch bill generation and payment tracking features and provides in-depth payment insights, promoting clear client communication and ensuring efficient financial management.