Han-Solo
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Joined 11 years ago
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Release 7.7 brings two new ways to save time on your invoices
Solo’s latest update delivers two big time-savers, along with a little bonus if you’re working with equity records. Update your app to unlock what’s new. Saved notes for invoices Save and reuse invoice notes — add your go-to messages, policies or thank-yous in just a tap. If you regularly include the same thank-you message or terms on your invoices, this one’s for you. Head to More → Invoice settings → Customer notes and save up to 10 notes you can drop into invoices whenever you need them. You can now: Create and save up to 10 invoice note templates Pick from your saved notes when creating or editing an invoice And, if the inspiration strikes, add a new saved note on the fly while working on an invoice Why Saved notes matter Previously, notes were one-and-done, but now, with Saved notes, you can: Save time and get invoices out faster, with one less admin thing to think about Deliver consistent, professional messaging every time, whether it’s a repeat client or someone new Less admin. More momentum. Copy invoice Copy invoices in seconds — perfect for repeat or similar jobs. No more starting from scratch. Doing similar work for the same client again? Find the invoice you want to reuse from Money in » Invoices and tap […] → Copy and we’ll generate a brand new invoice that gives you a head start with the key details pre-filled. We’ll pre-fill: Customer details and address Line items including descriptions, quantities, pricing, tax and categories Invoice notes GST setting, inclusive or exclusive What gets refreshed New invoice ID Issue date set to today Due date recalculated based on original terms. If the original had a custom due date, we default to today + 7 days Payment settings: your new invoice will use your current business payment settings, which means no outdated PayID, direct deposit or Online Payments details hitching a ride from the past It’s the same structure, just without rebuilding it from scratch. Equity categories for manual records Previously, equity categories such as owner contributions or drawings could only be linked to records created through connected accounts. Now you can link manually created income and expense records to your own equity categories too. Solmates told us they wanted more flexibility here, and we’ve made it happen. Update to version 7.7 today! Update your app via the App or Play Store, take it for a spin, and let us know what you think. If anything feels off, jump into More → Chat with us and we’ll sort you out. Now go forth and invoice like the organised legend you are.Hot tip: Got a $0 invoice automatically marked as paid?
Don’t accidentally “lock” your invoices 👀 If you’re the type who likes to whip up a placeholder invoice first and fill in the real details later, this bit’s for you. If you save an invoice with $0 owing (for example, with no items added yet), Solo assumes it’s paid and helpfully marks it as such. Which means… you guessed it: You won’t be able to edit it later. Instead of ending up with a bunch of invoices in invoice limbo, use this workaround: When you create your placeholder, add at least one item with a price. Some Solmates like using a saved item called something like “Placeholder – $1”. Later, when you’re ready to add all the real details, just delete that placeholder item, add your actual items and prices, and you’re good to go. Then flick it over to your customer like the organised legend you are, knowing your invoice is both correct and still editable until it’s properly paid.Re: Apportioning percentages
Hey idlehands, Thank you so much for taking the time to share such detailed feedback, especially from the perspective of a bookkeeper supporting clients. We really appreciate the thought you’ve put into explaining the practical challenges around GST and mixed-use expenses. You’re absolutely right that apportioning expenses is an important part of sole trader bookkeeping, and we understand how extra manual work can reduce the time-saving benefit software is meant to provide. I just wanted to mention (in case it helps) that Solo does allow you to split an Income or expense at the time you record it. When entering an income or expense, select Income Type > Split this option allows you to divide the transaction between categories ,for example, allocating the business portion to an expense account and leaving the personal portion out of your business reporting. This can help ensure GST is only calculated on the business component. Let us know if you have any questions :) Thanks, HannahRe: Cannot sign in
Hi rary19 , I’m really sorry you’re dealing with this, especially with how much it’s affecting your ability to run your business. I completely understand how frustrating and stressful that must be. There are a few things that can help with login loops like the one you’re describing. Some devices are quite aggressive with battery and background app restrictions, which can interrupt the sign-in process. Could you please try the following: Turn off battery optimisation for the Solo app Go to Settings → Apps → Solo → Battery and select Unrestricted or Don’t restrict Make sure Low Power Mode / Battery Saver is turned OFF Close all other apps running in the background, then open Solo and try logging in again These steps can prevent your device from cutting the app off while it’s trying to sign you in. If you’re still having trouble after trying this, please reach out to us directly so we can investigate this urgently for you. Open the Solo app and, before signing in, select “Help signing in.” There’s a chat option on that page in the bottom right corner where our team can assist you further. Thanks, HannahRe: I need business percentages clarity in SOLO.
Hi Bloke297, Thanks for getting in touch! While we’re not able to provide accounting advice, I’m happy to walk you through how expenses work in the Solo app and the options currently available. At the moment, Solo doesn’t offer a percentage-based or automatic business-use setting for expenses that come through via connected accounts. This means expenses won’t automatically be adjusted by a business-use percentage. If you need to record an expense manually or split an expense, you can do so by heading to: Money Out → + (top right) → Record expense → Manually record > Expese type >> Split Expense There isn’t a built-in option to split an expense by percentage. However, you can split a transaction across different expense categories, which can be helpful when you’re dealing with mixed-use expenses. If you have any questions about using the app or recording expenses, feel free to reach out, we’re always happy to help with how Solo works. Kind regards, HannahRe: Financial year
Hey Helen888, I just want to check first, is this for Solo by MYOB, and are you seeing this from within the app? The Solo app itself doesn’t have any settings that allow the financial year to be manually changed. If this change has occurred in another MYOB product, we’re generally unable to change the financial year back, however we would need to look into this a bit further to confirm what’s happened. If you’re not using the Solo app, please let me know which MYOB product you’re working with and I get can this with the correct team. If this is occurring in Solo, please log into the app and go to More > Chat with us, then raise a ticket with the team so we can investigate this further for you. Thanks, HannahRelease 7.6 has landed! 🚀
We are pretty excited about this one. You shared loads of feedback, and we’ve been busy turning your ideas into improvements that make SOLO even smoother and easier to use. Here’s what’s new: Item discounts on invoices 💸 One of our most requested features is now live, made possible thanks to the votes and feedback shared on our Community forum. Your voices really do shape SOLO! You can now add discounts at an item level on your invoices, giving you more control and flexibility when billing customers. To apply a discount, add your item as usual, tap the three dots, choose Add discount, and enter the discount percentage. Perfect for promotions, special deals, or giving a little extra to your best customers, all without touching the rest of the invoice. Simple, clear, and built with your feedback in mind. Message notifications 🔔 You’ll now see a red dot whenever there are unread messages from our support team. No more scrolling through conversations or wondering if you’ve missed something, the red dot appears only on support messages, making it easy to spot new replies or important information from us. It’s a small change that makes staying connected with the Solo team feel seamless and hassle-free, so you can focus on running your business instead of hunting for updates. Multi-page receipt capture 📄 You can now select multiple images when capturing or uploading expenses. Solo will automatically bundle all images into a single PDF, making it easier to capture multi-page receipts or expense documents in one go. This helps keep your expense records organized and complete, so nothing gets missed and everything is ready for tracking Refer a friend 👥 We’re making it easier to share the love, you can now refer friends directly from Solo. It’s a simple, seamless way to invite them to automate their admin, just like you have. They’ll enjoy benefits like: • Secure Tap to Pay payments • No-fuss invoicing • Snap and track expenses • Banking and accounting in your pocket Head to More → Refer a friend to get started Loving the solo app? If you’re liking what we’re doing and want the love and improvements to keep rolling, dropping a review on the Google Play or App Store means the world to us. It makes a big difference to the humans (especially the developers) building SOLO behind the scenes. 🙌✨ As always, we’re here if you need a hand. Otherwise, enjoy the upgrade. Thanks Solo TeamRe: Automatic recurring invoices
Hi Livfast26 , Welcome to SOLO 👋 Love the excitement (and yep, totally hear the frustration). Right now, invoice templates with locked-in defaults (like always “due on the day” or auto-saved payment instructions) aren’t available just yet. So you’re not missing anything, you’ve bumped into a current limitation, not a hidden setting. The good news: this exact stuff is already on our roadmap and actively being worked on. What’s coming 👀 Saved invoice notes – things like payment terms, bank transfer instructions, disclaimers, project blurbs. Save them once, reuse them with a tap. No more retyping the same spiel every invoice. Copy invoice – duplicate an existing invoice, tweak what’s changed, send it off. Fast, tidy, no rebuilding from scratch. You can see a sneak peek of what’s coming for 2026 here. Let us know if you have any questions, Thanks, HannahRe: Can I match multiple bank transactions to one invoice?
Hey CookieCrystal, Thanks for your post. At the moment Solo can only match one bank transaction to one expense, so the simplest workaround is to split the expense into smaller amounts that match each payment. Once that’s done, each part will line up with the transactions in your bank feed and you’ll be able to match them without any trouble. Just a heads up that the team is actively looking into this, as we know splitting an expense isn’t the quickest option and we want to make this smoother in the future. 😊 Thanks, HannahRe: Me bank go - bank feeds
Hey Kaydoooooo, Thanks for reaching out! Can I confirm if there’s still a category (account) linked to your bank feed? When your account is connected and your first transactions have come through, you’ll need to link the account to a category. This makes sure those transactions are dropped into the right spot on the accounting side of your app. To choose the category, go to the Home screen and tap Finish set up, or go to More > Connected accounts. Here’s the correct article that walks through connecting your bank: 👉 Connect your bank for Solo by MYOB Let us know how you get on, Thanks, Hannah
