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 10 months ago

Quotes

How to create a quote

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

Written by Johann Oberholzer
Updated 10 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 10 months ago

Invoices

How to invoice

How to invoice using nothing more than your phone

Written by Johann Oberholzer
Updated 10 months ago

How to send an invoice

What happens when an invoice is sent

Written by Johann Oberholzer
Updated 10 months ago

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

Manage your cash based transactions easily

Written by Johann Oberholzer
Updated 10 months ago
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Expenses

Expense categories

Expense categories explained

Written by Johann Oberholzer
Updated 10 months ago

Assets

How to add an asset

What to do after I have purchased an asset?

Written by Johann Oberholzer
Updated 10 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 10 months ago

How to edit or remove client/supplier contact details

Updating client/supplier contact details

Written by Johann Oberholzer
Updated 10 months ago

Bank Transactions

What is the Bank Feed?

All things bank feeds

Written by Johann Oberholzer
Updated 7 months ago

Add your bank account to Sole

Linking your bank account to sync your transactions in Sole

Written by Johann Oberholzer
Updated 10 months ago

Manage your bank account

Adding, removing or updating your linked bank accounts

Written by Johann Oberholzer
Updated 10 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 7 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 7 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 7 months ago