Solo’s latest update delivers two big time-savers, along with a little bonus if you’re working with equity records. Update your app to unlock what’s new.
Saved notes for invoices
Save and reuse invoice notes — add your go-to messages, policies or thank-yous in just a tap.
If you regularly include the same thank-you message or terms on your invoices, this one’s for you.
Head to More → Invoice settings → Customer notes and save up to 10 notes you can drop into invoices whenever you need them.
You can now:
- Create and save up to 10 invoice note templates
- Pick from your saved notes when creating or editing an invoice
- And, if the inspiration strikes, add a new saved note on the fly while working on an invoice
Why Saved notes matter
Previously, notes were one-and-done, but now, with Saved notes, you can:
- Save time and get invoices out faster, with one less admin thing to think about
- Deliver consistent, professional messaging every time, whether it’s a repeat client or someone new
Less admin. More momentum.
Copy invoice
Copy invoices in seconds — perfect for repeat or similar jobs. No more starting from scratch.
Doing similar work for the same client again? Find the invoice you want to reuse from Money in » Invoices and tap […] → Copy and we’ll generate a brand new invoice that gives you a head start with the key details pre-filled.
We’ll pre-fill:
- Customer details and address
- Line items including descriptions, quantities, pricing, tax and categories
- Invoice notes
- GST setting, inclusive or exclusive
What gets refreshed
- New invoice ID
- Issue date set to today
- Due date recalculated based on original terms. If the original had a custom due date, we default to today + 7 days
- Payment settings: your new invoice will use your current business payment settings, which means no outdated PayID, direct deposit or Online Payments details hitching a ride from the past
It’s the same structure, just without rebuilding it from scratch.
Equity categories for manual records
Previously, equity categories such as owner contributions or drawings could only be linked to records created through connected accounts.
Now you can link manually created income and expense records to your own equity categories too. Solmates told us they wanted more flexibility here, and we’ve made it happen.
Update to version 7.7 today!
Update your app via the App or Play Store, take it for a spin, and let us know what you think. If anything feels off, jump into More → Chat with us and we’ll sort you out.
Now go forth and invoice like the organised legend you are.
