Using Your Sole Account
The ins and outs of using SoleThe Dashboard
How to use the Dashboard
An overview of the Dashboard and its features
Quotes
How to create a quote
How to use Sole to create a quote for future work.
How to convert quotes to invoices
Step by step on how to convert a quote to an invoice
Invoices
How to invoice
How to invoice using nothing more than your phone
How to send an invoice
What happens when an invoice is sent
How to mark an invoice or expense as 'paid by cash'
Manage your cash based transactions easily
Expenses
Expense categories
Expense categories explained
Assets
How to add an asset
What to do after I have purchased an asset?
Contacts
How to upload contact details from your phone contacts
Creating a new contact straight from your phone contact list
How to edit or remove client/supplier contact details
Updating client/supplier contact details
Bank Transactions
What is the Bank Feed?
All things bank feeds
Add your bank account to Sole
Linking your bank account to sync your transactions in Sole
Manage your bank account
Adding, removing or updating your linked bank accounts
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