Invoicing
I created my first invoice and had some issues with the app freezing up (which I already reported via email) - but it worked well on the second attempt after crashing the app. I tried to set up auto-reminders for clients to pay late invoices, but I couldn't see where to do this. Otherwise no issues for me, but I agree with the others about customising the invoice and frequency of sign in - I switched between apps to find the info I needed to create the invoice and had to sign back in
Add Other Documents To SOLO Invoices š
I have noticed that when emailing invoices from the app, the invoice attaches to the bottom of the email. I was wondering if we could attach other documents as well. For instance, I have a Terms and Conditions document that I also need to send at time of invoice, and it would be lovely to attach it to the SOLO invoice email. Thank you.Biz Name & invoice notes
Hi Iāve set up my first client for today and prepped the invoice for payment (same day) My PDF is showing my personal name not my Business Name? When setting up the app yesterday using the ABN look up itās not pulled the biz name but my personal name - so I need to update that? Also agree with other comments around customising the invoice, I tried to put extra notes (copied in) but completing notes was tricky as it doesnāt allow paste and you canāt view as you type as the keyboard is covering the notes fieldā¦ -the cancel and save tabs at the top of the app look skewed Other than that its a quick and easy process / will try and join Q&A today
Showing a discount/credit on an invoice
Hi, I have a customer that paid for a service that they didnāt end up using yet, so i want to show that I have discounted their next invoice by the previously paid amount. How can I do this please? i.e. in June they paid $100 but only used services to the value of $50, leaving them with $50 in credit. In July they have another service for $100 booked. I want to show on their invoice that the service is worth $100, but they only need to pay $50 as Iām applying the previous credit. Thanks!
š” Idea: Add clear invoice status (Draft vs. Sent) + SMTP email settings
Currently, after creating an invoice in Solo, itās difficult to tell whether it was just saved as a draft or actually sent to the client. The invoice list doesnāt display any status indicators (e.g., āDraftā, āSentā, āViewedā), which makes it hard to track invoice progress at a glance. Suggestions: Invoice status indicator: Add a visible label next to each invoice: ā Sent š Draft š Viewed (optional, if the client has opened the invoice email) Or allow filtering/sorting by status in the invoice list. Custom SMTP settings: Allow users to connect their own email provider (via SMTP) so that invoices are sent from their own business email address rather than from a generic Solo email. Why this matters: Helps users clearly track which invoices have been sent and which are still drafts. Reduces the risk of forgotten or duplicate invoices. Sending invoices from a custom business email increases trust, improves deliverability, and maintains consistent branding. Both features are especially valuable for freelancers and small business owners managing many clients. This would be a powerful quality-of-life improvement for all Solo users. Thank you!
