Invoicing for service based businesses
I work as a sole contractor consultant, and have a few suggestions that would save a lot of time and effort when invoicing through MYOB Solo for me & others with similar businesses: Hours not units: Since I'm a service based business charging for my time rather than selling products, it would be great to be able to change 'qty/units' to 'hours' and add in a field for the date of service / date range. Even better if this could be combined with being able to save or pre-fill my standard hourly/daily rate as some sort of 'frequently used item', rather than having to type it out each time. Thank you!57Views1like4CommentsNotes to the customer
I recently switched my wife over to Solo, and the one thing she’s really missing is the ability to select from a range of pre-saved customer notes when creating an invoice, or at least have a default note pre-filled, rather than copying and pasting from her iPhone Notes app. Is this something that’s already on the roadmap?28Views0likes1CommentProducts and Services Title and Description Boxes
Currently there's only a field to enter a description of the product of service and the field is limited to 255 characters. It would be ideal if you could have a separate "title" and "description" box with a higher character limit. This would allow a more in depth description of the service that was provided. I've had to shorten the description of one of my services to fit within the character limit. See attached examples.7Views0likes1CommentCustomer Reference Number on Invoices
It would be great to have a customer reference number section in customer details that can display on the invoices. Perhaps even a "my reference number" and "your reference number" option. This would help my client's billing team find the right account to pay invoices.13Views0likes1CommentAdd a drop down box of known emails when sending an email through the app with an invoice.
When sending an email through the app with a new invoice for a known customer I have to type the email address I want to send it to each time. It would be much faster, and reduce potential error, if a drop down box was added that provides all emails associated with that customer. For context; I send invoices regarding the same client but to multiple people (2) depending on the item purchased. All emails are add under the clients profile in app.31Views0likes3Comments