How to I determine the status of my invoice?

Invoice status in Solo. Sorry, should have been clearer 

Hi Cara4444 thanks for asking this important question! I know it can get confusing sometimes.

First things first, there are 2 ways to send an invoice in Solo and I'll talk you through both of them and how to check if your invoice has sent.

After you’ve created your invoice and hit “Save,” you’ll see a few options pop up. You can save the invoice, share it directly from Solo, or share it like any other file on your phone (just like the memes you send to your friends 😉).

Share Directly Through Solo:

To share via the app, tap on “Email from app.” A screen will pop up where you can edit the email text and make it yours, after that hit “Send,” and off it goes! To double-check, peek into your email inbox, and you should see a copy of the sent invoice there.

🚨 Pro Tip: If you don’t see it, double-check that your reply-to email is set up correctly in your invoice settings. Just tap on “More” (bottom right of the app) → “Invoice Settings” → “Invoice Emails,” and confirm your details.

Share as a File Through Your Email Provider:
If you’d prefer to share the invoice as a file, just go ahead and send it as you would other files from your phone. Then, take a quick look at your “Sent” folder to make sure it’s gone through.

If you’re getting stuck at any point, give us a shout—we’re here to help! 😊

Hi, I have the same question and the reply here does not answer it.  I often start an invoice and save it as a 'draft'.  In Solo, there appears to be no way to distinguish a Saved invoice and one which has been Saved and Sent (by whatever means).  As a system designer/business analyst I feel that this is a fairly fundamental requirement.  It surely is a business requirement to know if invoices have 'NOT' been sent.

Hi EffMass​ 

Thanks for raising this, you're absolutely right, and we really appreciate the feedback.

At this stage, there isn’t a dedicated field or status to show whether an invoice has been sent, and we completely understand how important that visibility is. I 100% agree with you, and I’m already having a chat with our design team about it.

We’ve got a lot of updates in the pipeline, and this would be a great one to get on the list. I’ll make sure your feedback is included in that conversation.

Thanks again for taking the time to share your perspective - it really helps shape where we go next.

Thanks, 
Hannah

Hi! I’m in the same boat. I’ve drafted invoices, and not sent them, and then later I’ve sent one but I can’t tell if the one that I thought I had saved as a draft has actually sent. From my end it looks like I’ve sent the same invoice, but can’t tell. A feature to differentiate would be very helpful. 

This is NOT a solution but an existing feature!!! Users should not have to check another system to see if an invoice has been sent. Paid invoices are flagged as 'Paid' - surely this 'status' can be set to 'Sent' when successfully sent from the system. 

As an ex programmer and business analyst I can tell you that this is a very simple solution. 

I have several other things I would like to see changed such as carrying basic invoice details through from screen to screen when, for example, a payment is recorded,. 

If I can find a different package to use, I'll be changing.  Too many times your system is unavailable.

Hey EffMass​ thanks for taking the time to share your thoughts, we get where you’re coming from.

Just to clear things up, my previous reply was answering the question of “How do I know I’ve sent the invoice?” and I offered the current way to check this in Solo. If you’ve got ideas on how you’d like that experience to work instead (or wanted to share some of your other suggestions) we’d really love to see them added to the Ideas section. Our product team keeps an eye on what Solmates want next, and it also allows others to jump in and upvote your idea.

Solo’s still young - just a little over a year old - and we’re improving it every single month with new releases, fixes and enhancements. Feedback like yours genuinely helps shape what we build, so keep it coming. Thanks again for being part of the Community.