Share files to Solo (not just attach within app)
When we receive an invoice via e-mail, or whenever an invoice is in another app, it'd be great if we could share that invoice from the app it's in to Solo, rather than pulling it into Solo from file storage via the "Add receipt > Add PDF" within the expense generation screen. So tap and hold on the file or click the Share icon in the UI: To get to the Share sheet: Then be able to tap on the Solo app in the list (row) of available apps, Solo would open and offer to create a new expense (or, perhaps, attach the file to an existing expense). I just find navigating to files quicker in some file storage apps than navigating in the "Add PDF" screen which usually relies on the Files app's access to file stored in other apps/services. This is especially the case where I'm receiving files in, say Mail and not generally downloading them, or adding them to my preferred file management software (DEVONThink Pro, in my case, but it might be iCloud, or Google Drive, or OneDrive/Sharepoint) in my day-to-day use on my desktop, then want to add them to expenses in Solo later. They're available in the native Files app, but navigating can be slow or convoluted. Anyway, just a thought, hope it's clear what I mean. Thanks, SeanInvoice PDF for MYOB Solo subscription fails to add to Solo expense
Hi there, Playing around with adding receipts to expenses, and I couldn’t get the PDF I downloaded from my MYOB account to successfully add: The two pages were able to be previewed in the app, so it’s not an outright inability to recognise the content. I opened the PDF on my Mac, did a Print to PDF from the Preview app, and I was able to add that one. Very odd – must be some sort of metadata or other internal content issue. If MYOB uses a PDF-generation library they didn’t create, maybe generated PDFs from other sites using the same library will fail. If they did create their own PDF-generation library, maybe they can figure out what the incompatibility is for us completists :) Sean
Showing a discount/credit on an invoice
Hi, I have a customer that paid for a service that they didn’t 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 I’m applying the previous credit. Thanks!
Add Other Documents To SOLO Invoices 📄
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.
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 inBiz Name & invoice notes
Hi I’ve 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 it’s 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 doesn’t allow paste and you can’t view as you type as the keyboard is covering the notes field… -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
💡 Idea: Add clear invoice status (Draft vs. Sent) + SMTP email settings
Currently, after creating an invoice in Solo, it’s difficult to tell whether it was just saved as a draft or actually sent to the client. The invoice list doesn’t display any status indicators (e.g., “Draft”, “Sent”, “Viewed”), which makes it hard to track invoice progress at a glance. Suggestions: Invoice status indicator: Add a visible label next to each invoice: ✅ Sent 📝 Draft 👁 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!
