More ways to share your invoices!
Good news, Solmates! We heard you needed more options when sharing your invoices, so we made it happen! Now, when you share an invoice, you’ll see two new choices: Share link – Sends a short text with a shareable link to the invoice. Perfect for text messages, especially between iOS and Android. Share PDF – Creates a PDF straight away. Great if you want to download a copy or prefer sending the PDF itself. Best of both worlds 🙌 Just make sure you are on the latest version of the app! 😉 Earlier this year, we heard from our Solmates that sending a PDF via text using the “Share invoice” option wasn’t always working. Our dev wizards landed on a solution: instead of attaching a PDF, let’s send a short text with a link to the invoice. Easy peasy — no more failed texts, problem solved (or so we thought). We rolled out that solution and quickly learned that many of you really needed the PDF sharing option. As soon as we saw the impact, our product team sprang to action and, in record time, designed and released a solution that gives you both options. One extra callout worth sharing: emailing an invoice directly from the app using “Email invoice” hasn’t changed at all. That option still works the same way it always has and includes both the web view version and the PDF version of the invoice. At Solo, we always aim to get things right the first time — but sometimes it takes a second go. As luck would have it, our Solmates are absolute legends, and thanks to you, we were able to ship this update within three weeks… which, in dev time, is pretty speedy. As always, thanks for the feedback and ideas — we’re always listening 💜78Views1like0CommentsIs it ok to manually import past transactions if I just started using Solo with a new bank account and they won't match?
Hi team, just downloaded Solo and wondering about collecting the full financial year in it. I have expenses in July, but just opened a new bank account this week for use with Solo and finally split personal and business accounting. I am wondering if there's a "proper" way to bring these expenses in as they won't match the bank account transactions (this account did not exist then). For context, I come at this question from being a YNAB user where everything needs to match, so wondering if the same principle applies here or if expenses and bank accounts are generally two separate things in Solo and therefore it's fine to bring past expenses in that are not reflected in the linked account. Thanks for any pointers! Cheers, DanSolved142Views1like2CommentsDeposit upon booking
Newbie here. I haven't used invoice software before. I usually just manage the info and payment process on email or socials. I make custom cakes. When I quote a customer and they accept, I ask them to pay a 50% deposit to secure the booking and then final payment in the week of cake collection. Can I manage this in one invoice? If so, how do I break it down? Example Cake costs $220 Deposit to secure booking $110 Final amount due 5 days before cake collection $110 Thank youSolved112Views1like1Comment