Share Your Ideas
Got a game-changing idea? Share it, vote on what matters, and help shape the future of Solo. Your input drives real improvements!
Delete invoice
I want to delete an invoice but the Ai answer says there should be a delete option when I click on an invoice 3 dots and there is no option presented to me....only to refund payment or in my case of creating an invoice with no payment received I have no option to delete or refund. Seems my only option is to delete the customer altogether which is not what the Solo Ai here is telling me are the answers
Sick of Soli
I am not in Australia, and not using Solo anymore.MYOB SoLo does not allow user to delete account, it doesn't make sense. It is almost impossible to contact MYOB, no customer service to email and close account. My credit card is close but still getting charged as credit on Solo account. This doesn't make sense and I am sick of this Platform. Please delete my account MYOBRelease 7.7 brings two new ways to save time on your invoices
2 MIN READ 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.Vote for Quotes!
Hey Solmates! 😎 We’ve seen a bunch of you asking if you can create quotes in Solo. Right now, that’s a no-go—but that could change! 🚀 If this feature would make your life 100x easier, smash that vote button and drop a comment! 🗳️💬 Tell us how you’d use it, what you’d love to see, and why it matters to you. The more votes it gets, the closer it gets to landing on our roadmap. Let’s bring this to life! ✨Bulk editing in the Action Hub
G'day Solmates! The idea: Add the ability to bulk edit and categorise transactions directly from the Action Hub, making it faster and easier to tidy up multiple entries in one go. You guys bring good ideas on the daily, and we've had two Solmates (thank you Jonagrey and CqC) share very similar suggestions recently about bulk editing and categorising expenses and income. We’re bringing both ideas together here so the whole conversation (and all the votes!) can live in one place. We’ll pop their original suggestions in the comments so they get full credit for the epic idea! If this would help streamline your workflow, add your vote and share any insights you have in the comments! The more we know, the better we can make Solo 🙌Make Switching to Solo Simple and Seamless
It would be amazing to have a tool that lets me quickly transfer invoices, contacts, and expenses from my old accounting system or excel when I start using Solo. This would make onboarding so much smoother and really encourage businesses like mine to switch over.Hot tip: Got a $0 invoice automatically marked as paid?
Don’t accidentally “lock” your invoices 👀 If you’re the type who likes to whip up a placeholder invoice first and fill in the real details later, this bit’s for you. If you save an invoice with $0 owing (for example, with no items added yet), Solo assumes it’s paid and helpfully marks it as such. Which means… you guessed it: You won’t be able to edit it later. Instead of ending up with a bunch of invoices in invoice limbo, use this workaround: When you create your placeholder, add at least one item with a price. Some Solmates like using a saved item called something like “Placeholder – $1”. Later, when you’re ready to add all the real details, just delete that placeholder item, add your actual items and prices, and you’re good to go. Then flick it over to your customer like the organised legend you are, knowing your invoice is both correct and still editable until it’s properly paid.
Save custom email message
It would be super handy if the email message was saved when editing an invoice! Right now, every time I send one, I have to rewrite the message from scratch because it reverts back to the default. For example, I like to add a personal touch or include specific payment instructions, but I have to type it out again every time. It’d be great if Solo remembered the last message or let us set a custom default to save time!
ONLINE PAYMENT OPTIONS FOR CLIENTS
Hi! I think having a BPay payment option adds to the professional aesthetics of the invoices, but when a customer makes the payment, it shows on their bank website as “MYOB Payment services”, which reduces the professional vibes and might also lead to confusion. i want to suggest one of two options: Each “Solmate” can request their own BPay facility arranged through MYOB; provision for “Solmates” to add their own BPAY details. Any feedback would be appreciated!✅ Updates to your Solo billing and My Account
1 MIN READ Hey Solmates! We’re rolling out a few improvements to make bills simpler and managing your Solo account a whole lot easier. Here’s what’s changing and what to expect. What’s changing Payment processing via Stripe. We’re partnering with Stripe to handle automatic recurring payments for your Solo subscription. There’s nothing you need to do — we’ll use the same credit card or bank account to deduct payments automatically. You may receive a confirmation email from Stripe when this is set up. All your account info in one place. We’ve added more functionality to My Account, so it’s the single place to manage your Solo account details — update contacts, manage your subscription, update business details, and handle billing information. A brief maintenance window. As we roll out these improvements, there will be a short overnight downtime during the migration where you won’t be able to access Solo or My Account. You can keep an eye on any scheduled maintenance at status.myob.com. We’ll keep this thread updated We’ll add any important updates and dates here as we go, so feel free to bookmark this post and check back for the latest.
Receipt for credit card surcharge
One of my customers paid an invoice online and I had opted for them to pay the credit card surcharge. However she is unable to reconcile as her invoice doesn’t show the card fee of 1.8%. I have looked at her invoice and it doesn’t show the fee anywhere. Can you please assist?Apportioning percentages
I signed up to Solo for my book keeping business and so that I could use it for myself and recomend to clients as a low cost, fuss free alternative for sole traders. I was a bit disappointed upon signing up to Solo that you cant apportion expenses. Im registered for GST and this means I have to manually calculate the GST on purchases I make where part of it is personal use. I really would have thought, being marketed to sole traders, that this would have been a consideration. It creates extra work because you have to figure out a work around. For me, I have set up an account called 'partial business expenses' and then at the end of my reporting period I've got to go through it and work out the GST and deduction for this. The alternative is to allocate, for example 'telephone' to the telephone expense account and then adjust the personal portion out. For me, its fine, Im a book keeper, I can do it (although I actually find it annoying because then I find myself wondering what is the point of the software, Im not even sure if its saving me any time in comparison to just using a *free* spreadsheet). But for clients this is frustrating because they've got to pay for the time for someone to fix this up each BAS, enter in journals to fix it etc. OR the risk is that the sole trader overclaims GST because they have no idea that they either a) need to take out the personal expenditure or b) dont know how to do this in the software. And if the argument is, its for simple sole traders who have simple businesses, i'm not sure that flies because it is marketed towards sole traders and promises to simplify things. It promises to 'track expenses, invoices and payments all in one place' and yet the expense tracking feature is so unbelievably basic. It promises to 'have GST automatically calculated for you' and 'lodge directly' but how does one do that if you cant apportion expenses? Sole traders are the ones who actually need to be able to apportion expenses because they are not separate to the entity they are trading in. It doesnt make sense and I really think this should be considered as a software upgrade soon.
Cannot sign in
Hi, for two days now I have been unable to sign in to the myob solo app. It does the whole looging in thinking thing and then just rebounds back to the sign in page. The email and pw used are 100% correct. This is NOT a user issue. This has been an ongoing problem for months, however it usually let's me back in after a few attempts, however this time it has gone on for days and it is now negatively impacting my ability to actually run my business. I cannot access my money, take payments, send invoices - nothing. I have even tried fixing it by uninstalling and reinstalling the app - yet it persists. Not acceptable MYOB!!!
