Forum Discussion

Cara4444's avatar
7 months ago

How to I determine the status of my invoice?

 At the moment I don't know if my invoices have been sent or not, unless I'm doing something wrong.

4 Replies

  • 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.

  • Han-Solo's avatar
    Han-Solo
    MYOB Moderator
    2 months ago

    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