Hot Tip: Using Units Like a Pro
Do you charge by the hour? Sell multiple units of the same item? Heads up: you don’t need a new saved item for every scenario. If you tried to cover 1 hour, 2 hours, 2.5 hours, 3 hours… that items list could get real long, real fast Here's how you do it: Step 1 Save your item with a single unit price and tell Solo how it’s measured - hours, sessions, pieces, boxes, vibes (okay, maybe not vibes, but you get the idea!). It's completely customisable to your business, so the options are endless! Step 2 Add it to your invoice, tap the box with the number of units, adjust as needed, and boom! Solo does the math for you. Need to go granular? Units aren't always nice and round, maybe you worked 1.25 hours, or sold 8.47 meters of fabric. No problem! Solo's got you covered, so decimals are fine and dandy! Less clutter. Less effort. More getting paidNDIS optimisations for invoices
If you’re invoicing NDIS participants through Solo, you’ve probably bumped into the reality that: Plan managers and portals can be very picky about how info is laid out and what info must be included. But you might have also noticed that Solo’s got the right mix of flexibility and features to meet these precise expectations. This post breaks down what you can customise, why you’d want to do that, and gives some practical tips to make NDIS invoicing smoother (including Saved notes and Copy invoice from release 7.7). Small tweaks, big impact Keeping your information on invoices up-to-date and complete is a must for NDIS compliance. When you need to update things, head to: More → Invoice settings Payment details (bank account & PayID) Control whether direct deposit (BSB/Account) and PayID appear on your invoices and edit them as needed. Clear, correct EFT details are critical for plan managers to pay you on time. Invoice template → Contact details Keep your legal/trading name, ABN, address and contact email aligned with what NDIS plan managers and portals have on file. This reduces “who are you?” friction when claims are reviewed. You might also like to add your NDIS Provider number next to your business name. Invoice email settings → Reply‑to email address Choose which inbox gets replies to invoice emails. Routing this to a monitored admin/support address means approval questions and re-issues don’t disappear into a personal inbox. From name on invoice emails Set the name that invoice emails are “sent from” – e.g. your business name instead of just your personal name – so plan managers and support coordinators recognise you straight away. For a full walkthrough of where these settings live and how to change them, see: Invoice settings – Solo Help Centre Pro tips Use a consistent pattern for your services/products For service items on each invoice, include (in the same order every time): e.g. Participant name and recipient number (if invoicing for multiple recipients on the one invoice) → Support item code → Service date(s). This makes it much easier for plan managers and portals to scan and approve. Use the Saved notes feature for standard NDIS wording Turn your common phrases into reusable notes – for example: Travel (incl. km and time) Non‑face‑to‑face time Report writing Cancellation wording Then insert these Saved notes into invoices instead of re‑typing or copy‑pasting, so your NDIS wording stays consistent and compliant. Use the Copy invoice feature for recurring NDIS work When you invoice the same participant/plan manager regularly, copy the last “good” invoice and just update: Service dates Units/quantities Any session‑specific notes This cuts admin time and avoids accidentally changing a format that a plan manager already understands and accepts. GST: getting your settings locked in Most NDIS supports are GST‑free, but many Solo users also bill non‑NDIS work where GST does apply. Solo lets you choose how GST behaves on invoices via Invoice settings → Tax display: Include GST – the price you enter already includes GST. Add GST – Solo adds GST on top of the price you enter. If you’re registered for GST, it’s worth taking a few minutes to line up: Your global GST settings (categories) Your invoice‑level Tax display Your item‑level tax codes Did you know? Solo let's GST-registered businesses create and save items with the tax-code N-T (not-taxable), and these can be used for NDIS work. For a deeper dive (with scenarios and screenshots), check out: GST your way – learn about your new pricing superpower With the right settings, a consistent pattern in your notes, and the new Saved notes + Copy invoice tools, you can get much closer to what plan managers and portals expect while keeping your admin time in check.Payment options - Direct Debit
Hey Solmates! Posting this on behalf of a few of you who've asked for the same thing, and we want to hear from the whole crew. Direct debit We've heard from our Solmates that offer subscriptions or ongoing services where you bill the same amount regularly (think weekly, fortnightly, or monthly), that having direct debit would slash your admin, smooth out your cash flow, and cut down on missed or late payments. This would be a game-changer if you: Run subscription-style gigs or ongoing retainers Invoice the same customers the same amount on a regular schedule Want to ditch chasing invoices and manual payments We want your two cents: Would you use direct debit in Solo for your customers? How often do you charge the same amount (weekly, fortnightly, monthly)? Does the amount always stay the same, or should it sometimes change? Any must-have features? (Customer authorisation, notifications, pause/skip payments, etc.) Cast your vote and drop your thoughts below, the more we know, the better we can shape Solo for you!
