From contact to invoice
What actually appears and what doesn't 👀
Ever been filling out a contact’s information in Solo and wondered what actually makes it onto your invoice? You're not alone, and knowing the answer can save you a lot of head-scratching, especially if a client has specific information requirements before they'll accept an invoice.
Here's the full breakdown. 👇
Individual contacts
If your customer is set up as an individual, here's what makes the cut:
|
Contact Field |
Appears on invoice? |
|
Given name |
✅ Yes |
|
Family name |
✅ Yes |
|
|
❌ No |
|
Phone |
❌ No |
|
Billing Details |
|
|
Contact person |
❌ No |
|
Cc email |
❌ No |
|
Phone |
❌ No |
|
Website |
❌ No |
|
Country |
✅ Yes |
|
Street address |
✅ Yes |
|
Suburb or town |
✅ Yes |
|
State or territory |
✅ Yes |
|
Postcode |
✅ Yes |
|
Shipping Details |
|
|
Contact person |
❌ No |
|
|
❌ No |
|
Phone |
❌ No |
|
Website |
❌ No |
|
Country |
✅ Yes |
|
Street address |
✅ Yes |
|
Suburb or town |
✅ Yes |
|
Region |
✅ Yes |
|
Postcode |
✅ Yes |
|
ABN |
❌ No |
|
Notes |
❌ No |
Business contacts
Got a business customer? Here's what appears:
|
Contact Field |
Appears on invoice? |
|
Business name |
✅ Yes |
|
|
❌ No |
|
Phone |
❌ No |
|
Billing Details |
|
|
Contact person |
✅ Yes |
|
Cc email |
❌ No |
|
Phone |
❌ No |
|
Website |
❌ No |
|
Country |
✅ Yes |
|
Street address |
✅ Yes |
|
Suburb or town |
✅ Yes |
|
State or territory |
✅ Yes |
|
Postcode |
✅ Yes |
|
Shipping Details |
|
|
Contact person |
✅ Yes |
|
|
❌ No |
|
Phone |
❌ No |
|
Website |
❌ No |
|
Country |
✅ Yes |
|
Street address |
✅ Yes |
|
Suburb or town |
✅ Yes |
|
Region |
✅ Yes |
|
Postcode |
✅ Yes |
|
ABN |
❌ No |
|
Notes |
❌ No |
Need to get extra info onto your invoice? Try these options 💡
Noticed that some fields — like ABN, phone, and email — don't pull through to invoices? If your client needs that information on the invoice before they'll process payment, here's some ideas:
Option 1: combine some information into the fields that do show. This may not fit your record keeping needs; so maybe check with your accountant or bookkeeper before implementing this idea.
Option 2: The Notes to Customer field on the invoice itself is your best friend here. It won't save to the contact itself, but you can manually add any extra details, like your client's ABN, a purchase order number, or specific references, directly onto each invoice.
These ideas can help get the job done while we keep improving Solo. 👌
Hot tip: if including a customer’s ABN on your invoices is important for your business, let our product team know here.