Welcome to the Sole Help Centre 👋

The Dashboard

How to use the Dashboard

An overview of the Dashboard and its features

Written by Johann Oberholzer
Updated 7 months ago

Quotes

How to create a quote

How to use Sole to create a quote for future work.

Written by Johann Oberholzer
Updated 7 months ago

How to convert quotes to invoices

Step by step on how to convert a quote to an invoice

Written by Johann Oberholzer
Updated 7 months ago

Invoices

How to invoice

How to invoice using nothing more than your phone

Written by Johann Oberholzer
Updated 7 months ago

How to send an invoice

What happens when an invoice is sent

Written by Johann Oberholzer
Updated 7 months ago

How to mark an invoice or expense as 'paid by cash'

Manage your cash based transactions easily

Written by Johann Oberholzer
Updated 7 months ago
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Expenses

Expense categories

Expense categories explained

Written by Johann Oberholzer
Updated 7 months ago

Assets

How to add an asset

What to do after I have purchased an asset?

Written by Johann Oberholzer
Updated 7 months ago

Contacts

How to upload contact details from your phone contacts

Creating a new contact straight from your phone contact list

Written by Johann Oberholzer
Updated 7 months ago

How to edit or remove client/supplier contact details

Updating client/supplier contact details

Written by Johann Oberholzer
Updated 7 months ago

Bank Transactions

What is the Bank Feed?

All things bank feeds

Written by Johann Oberholzer
Updated 4 months ago

Add your bank account to Sole

Linking your bank account to sync your transactions in Sole

Written by Johann Oberholzer
Updated 7 months ago

Manage your bank account

Adding, removing or updating your linked bank accounts

Written by Johann Oberholzer
Updated 7 months ago
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Reporting Suite

How to use the reporting suite

Learn how to use Sole's reporting capabilities

Written by Johann Oberholzer
Updated 4 months ago

Tax Estimator

How to use the Tax Estimator

Learn how to get the most out of Sole's tax estimator

Written by Johann Oberholzer
Updated 4 months ago

Settings

How to set up or update your pin or touch/face ID

What to do if you want to set up or change your pin or touch/face ID

Written by Johann Oberholzer
Updated 4 months ago