Forum Discussion

Member

1 year 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...

Hilary-Solo

Trusted User

1 year ago

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! 😊

elite_assist
Member
10 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?
- Bobby88
  Member
  10 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
    Member
    10 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.