Saldo.link user guide

1. What Saldo.link is

Saldo.link is an online system for mutual settlement reconciliation acts (balance confirmations). You prepare an act with your figures — turnover, balance, guarantees and advances — and the system sends your partner a link. The partner opens the act in a browser, enters their own figures and approves or rejects it. Everything happens electronically: no paper, no post, no signatures.

Why it is convenient:

• Your partner does not need to register — the link in the e-mail is enough.
• You can prepare hundreds of acts at once — from an Excel file or straight from the Horizon accounting system.
• You always see which partner has opened, approved or rejected an act.
• An approved act is valid without a signature and can be downloaded as a PDF.
• E-mails reach your partners in their own language — based on the partner's country.

2. How it works

1. 1 Prepare Create acts by hand, from Excel or from Horizon.
2. 2 Send Your partner receives an e-mail with a link to the act.
3. 3 Partner compares Opens the link and enters their own figures.
4. 4 Answer The partner approves or rejects the act.
5. 5 Result You get a notification, and the act appears under «Nosūtītie akti».

3. Registration and login

1. Click Registration, choose the country and enter your company's registration number. The system takes the name and address from the company register (Latvia, Lithuania, Estonia).
2. Check the company details and enter your name, position, e-mail and phone.
3. A temporary password is sent to your e-mail. Change it after your first login: top right — Profils (Profile).

Forgot your password? Use password recovery on the login page — a new temporary password arrives by e-mail.

4. Contract and price

To prepare and send acts, your company needs an active contract. The price is 36 EUR per user per year, with an unlimited number of acts and all integrations included. For partners who answer your acts, Saldo.link is free.

• The first time you open Sagatavošana (Preparation), a contract form appears. You can sign the contract yourself or send it to your manager for approval — the manager gets an e-mail with a link and approves it in one click.
• The invoice is due within 7 days. If the due date passes and the invoice is unpaid, preparing new acts is paused until payment. Sent and received acts stay available.
• Contracts and their status are under Līgumi (Contracts). The number of users cannot exceed the number in the contract.

5. Dashboard

After login you see Infopanelis (Dashboard) — a short overview of the acts you have sent.

• Visi akti (All acts) — how many acts you have sent and how many still await an answer.
• Apstiprināti (Approved) — how many acts partners have approved, and their share.
• Anulēti vai noraidīti (Cancelled or rejected) — acts you withdrew or partners rejected.
• Vidējais termiņš (Average time) — how many days partners take to answer on average.
• Below: a monthly chart, the status breakdown and the partners you exchange the most acts with.

The bell at the top shows received acts waiting for your answer.

6. Preparing acts

Sagatavošana (Preparation) holds your drafts — acts not sent yet. Each row shows the partner's registration number, name, e-mail and amounts.

What the icons in a row mean:

• Building icon — the partner's status in the company register: green — active; orange — legal protection proceedings; red — insolvency, liquidation or removed from the register; grey — not found; pale — not checked yet. Click the icon for an explanation.
• Paper clip — an attachment (for example, a list of invoices or a contract).
• Pink e-mail cell — the partner has no e-mail address.
• Three dots — Apskatīt (View), Labot (Edit) and Sūtīt (Send) for a single act.

A new act by hand

1. Click Jauns (New) → Pievienot jauno (Add new).
2. Enter the period, the partner's country and registration number, then click Pievienot (Add).
3. The partner's name and address are filled in from the register. Enter the amounts and e-mail and click Saglabat (Save).

• Period. If «Datums no» (Date from) and «Datums līdz» (Date to) are the same, it is an act of the balance on a date. If they differ, it is an act for a period, with turnover.
• Tips (Type) — company or private person. Veids (Kind) — debtor, creditor or both.
• Amounts — turnover, balance, guarantees and advances, each with debit and credit.
• E-mails — several addresses can be separated by commas; the act goes to each of them.
• Accounts — the ledger accounts the figures come from; they are shown in the act under the amounts.

Import from Excel

1. Click Jauns → Ieladēt no excel (Load from Excel) and download the template (template.xlsx). The «Instrukcija» sheet describes every column. One row is one act.
2. Fill in the template, choose the period, drop the file into the window and click Ieladēt (Load).

If the file has no partner name or address, the register fills them in. The partner's e-mail is looked up in your earlier acts.

Import from Horizon

If your company uses Visma Horizon, acts can be created straight from the accounts: Integrācija → Horizon (Virsgrāmata) (general ledger), Horizon (Realizācija) (sales) or Horizon (Apgāde) (purchases). The connection is set up once: Iestatījumi (Settings) → Integrācijas.

The import window offers extra steps: skip rows with zero amounts, find the partner's e-mail, apply the best e-mail, check the partner's status and details. More on the Horizon page.

The partner's e-mail

The system remembers which addresses partners used to approve acts before and puts the most frequent one into an empty field. Next to the e-mail there is a list of addresses with their counts — click an address to choose it. For several acts at once, tick them and choose Darbības (Actions) →

• Piemeklēt partnera e-pasts (Find partner e-mail) — fills in empty fields only;
• Piemērot vislabāko e-pastu (Apply the best e-mail) — replaces the address with the most often approved one.

Checking the partner in the register

Darbības → Parbaudīt partnera statusu (Check partner status) colours the building icon by the register — so you see at once if a partner is insolvent or being liquidated. Parbaudīt partnera rekvizīti (Check partner details) updates the name and address from the register (it never replaces a filled-in field with a blank).

Attachments

With the paper clip you can attach one file to an act — .pdf, .doc, .docx, .xls, .xlsx, .edoc or .asice, up to 12 MB. Your partner can download it from the act page.

Sending

Tick the acts and click Nosūtīt (Send) — for a single act use Sūtīt in the row menu. The act gets a number, for example 2026/0048, and the partner receives an e-mail. Delete drafts you don't need with Dzēst (Delete).

Eksportēt uz MySaldo creates an XML file with the ticked acts.

7. What your partner sees

Your partner receives an e-mail in their language (based on the partner's country) with a link to the act. No registration or password is needed. The page works on phones too.

1. The partner enters their figures in the yellow fields.
2. Adds their name, position, phone and e-mail; may add a comment and a file.
3. Clicks Apstiprināt (Approve) if the figures match, or Noraidīt (Reject) if they differ (the reason can go into the comment).

As soon as the partner answers, you get an e-mail (a copy also goes to your company's additional e-mail, if set), and the act's status changes.

8. Act statuses

In the cabinet the statuses are shown in Latvian: Sagatavots, Nosūtīts, Apskatīts, Apstiprināts, Noraidīts, Vēstule, Anulēts.

9. Sent acts

Nosūtītie akti (Sent acts) lists every act you have sent, with its number, status, dates and amounts. Filters narrows the list by status, period, kind (debtors / creditors) and partner.

• Row menu: Apskatīt (View), Labot (Edit), Sūtīt (send again — for example as a reminder), Anulēt (Cancel) and PDF.
• Approved and cancelled acts cannot be edited or sent. An approved act can still be cancelled.
• Nosūtīt resends all ticked acts. Darbības exports to Excel or PDF.
• Paper clip — view or replace your attachment and download the file your partner added.

10. Received acts

Saņemtie akti (Received acts) are acts other Saldo.link users have sent to you. The bell at the top shows how many await your answer.

• Labot opens the act's answer page with your details already filled in — enter your amounts and approve or reject.
• Apskatīt and PDF — the act for printing. In the Excel export your figures are on your side.

11. The act, PDF and QR code

Every act can be opened for printing or downloaded as a PDF. An approved act is valid without a signature — the act itself says so.

• The QR code leads to the act page: scan it with a phone to open the original and confirm the act is genuine.
• Sākuma atlikums (Opening balance, for period acts) — the balance at the start of the period. It is calculated from the closing balance and the turnover: closing balance minus (debit turnover − credit turnover).
• The accounts the figures come from are shown under the amounts.

12. Settings

Uzņēmums (Company)

Act numbering (the next number), an additional e-mail that receives copies of notifications, and a text added to the e-mail to your partner.

Integrācijas (Integrations)

The connection to Visma Horizon, with a connection test.

E-pasts (E-mail)

Acts can be sent from your company's own mail server instead of info@saldo.link — your partner will see your address.

• Enter the server address, encryption, port, user name and password. Usually: STARTTLS — port 587, or SSL/TLS — port 465.
• Pārbaudīt (Test) sends a test message to your address without saving anything. The password is stored encrypted.
• If your server is unavailable, messages can go through Saldo.link — if you allow it with the tick box.
• To keep messages out of spam, your domain's SPF and DKIM records must allow sending from this server.

Profile and users

Top right — Profils (name, position, phone, password) and Lietotāji (Users): add colleagues, up to the number in your contract. Questions? Use Atbalsts (Support) or the Contacts page.

13. Security and privacy

• Every act has a unique link that cannot be guessed. Only you and your partner know it — do not forward it to others.
• The connection to the system is always encrypted (HTTPS).
• The mail server password is stored encrypted.
• Cookies are used only to make the system work — see the cookie policy.