Forum Discussion

Bobby88's avatar
Bobby88
Member
8 months ago

My Solo - Invoicing, can i add additional pdf's

Hi,

Ive watched the vids for Lite service. It shows an invoice being generated and below you can drag and drop additional PDFs to the invoice. meaning you can send the invoice with attached pdf also.

 

does the solo app do this aswell? watched videos and couldn't see option.

 

part of our invoicing is sending a pdf report of the service performed.

 

i am after a one stop solution, so unsure if i need solo or lite.

 

with solo can the contactless payment be done on a ipad?

 

with lite, as its cloud based, can contactless payment via phone or ideally ipad be performed through a downloaded app. or is contactless payment via phone only, meaning i require solo

 

thanks :)

9 Replies

  • Bobby88's avatar
    Bobby88
    Member
    4 months ago

    It would honestly be so handy have solo make the invoice and being able to select additional pdf files to add into it.

     

    like I mentioned before when I watched the advert, I seen it could be done. I assumed it was all via solo.

    i didn’t realise invoice and pdf together was lite only

     

    Felt a bit mislead when I bought solo and realised it couldn’t be done as implied via the video 

     

    to clarify the suggested workaround works, it’s just not streamlined for easy of use or efficiency 

     

    to add a lil more into my original message. So I requested pdf to be added to the invoice. But it would be great if you could press the invoice button and iOS or android opens up the add “picture” or “file” option

     

    you could then select the pdf you want included via files

    or take a picture or upload from album/photos and it includes it in the report 

  • elite_assist's avatar
    elite_assist
    Member
    4 months ago

    Hi Hilary-Solo​ ,

    I looked into the clever little work around you mentioned to attach pdf's with an invoice, however, that more work and not very streamlined. I currently use MYOB Business Lite which enables me to attached pdf's and send the invoice together via MYOB which also comes across professional. 

    I love the Solo app for ease of generating invoices away from the PC. Do you think that MYOB developers would consider making this feature of adding pdf attachments direct to the invoice in Solo available at some point?

  • Hey there elite_assist​ - so glad you've reached out 🙌

    We're always on the hunt for new ideas and feedback that'll help us make Solo be the very best it can, so we really appreciate your feedback here (and thank you for giving the workaround ago despite it not being as fluid as you'd like!).

     

    I'd recommend putting an idea up on our Share Your Ideas | MYOB Community board, this'll allow other Solmates to comment and upvote your suggestion. Our developers and designers pay close attention to what's suggested amongst the community, so it'd be great to get it on their radar 💡

  • elite_assist's avatar
    elite_assist
    Member
    4 months ago

    I agree with you Bobby88​. If Solo is meant to be all that its hyped up to be, it would need to incorporate the most useful functionality we require.

  • Hey Bobby88​ and elite_assist​ 🙌 hope your Friday is off to a smashing start!

     

    Thanks again for sharing your feedback earlier this week, we love hearing from our Solmates especially when it concerns making the app as smart and easy to use as it can be!

     

    My teammate Maggie was also really keen on hearing more about how you use Solo and what we can do to help, she's going to reach out via email and see if you're keen on being interviewed! Nothing too formal, just a deeper chat about Solo and your current usecase. 

     

    Keep an eye out for emails soon from her, we're really looking forward to having a deeper chat 💬 Until then, have a great weekend!

  • Hey there Bobby88!

    Thanks for such a thoughtful and detailed question — love that you’re looking for the right fit, and we’re here to help! 🙌

    Let’s break it down:

    📎 Attaching PDFs in Solo:
    While Solo doesn’t currently let you attach PDFs directly to an invoice like Lite does, there’s a clever little workaround! The share sheet is your best friend here. Just tap the share icon when previewing your invoice, then choose to send it via your own email app (instead of sending through the Solo app). This lets you attach extra PDFs (like your service report) before you hit send. Easy!

    💸 Contactless Payments:

    • Solo has Tap to Pay, which works beautifully as an app—but just a heads-up, Solo isn’t optimised for iPads at the moment.
    • Lite, on the other hand, is a web-based platform, not an app—so it doesn’t support Tap to Pay like Solo does. It does have online payments (customers can pay your invoices with a card), but not in-person tap-and-go payments through your device.

    So if in-person contactless payments are a must-have and you're keen to use an iPad, we might not be quite there yet with either product. But if you're using a phone and love the simplicity of in-app invoicing with Tap to Pay, Solo's your one-stop.

    Let me know a bit more about how you’re working day-to-day and what your must-haves are—we’ll help you find the best fit! 😊

  • Jay-Solo's avatar
    Jay-Solo
    MYOB Staff
    4 months ago

    Hey Bobby88​ Love hearing this feedback!

     

    A workaround can only go so far in keeping things moving, but it's definitely worth exploring further to make sure Solo is as streamlined and efficient as you need! We'll make sure that this feedback gets to our teams hard at work building new features and enhancements 🙌

  • Hey elite_assist​ - incredible news! So glad to hear you're loving the app, can't wait to work together to help you love it even more 🙌

    Keep your eyes and ears open for an email from Maggie, and enjoy the rest of your Friday ☺️