Add events, invoices, tasks, and expenses within a contact
For effective tracking of tasks, payments, and expenses related to the job, it is recommended that you associate the involved customer. To ease the procedure, Solo enables creation of invoices, expenses, tasks and events right within the contacts. Read on to learn how these can be added within the contacts.
To add events, invoices, tasks, and expenses on iOS:
- Open the contact.
- Click Add at the bottom-left corner of the page.
- Select from the list (Event, Invoice, Task, Expense) and start creating.
To add events, invoices, tasks, and expenses on Android:
- Open the contact.
- Click Add at the bottom-right corner of the page.
- Select from the list (Event, Invoice, Task, Expense) and start creating.
Note: Events, invoices, tasks, and expenses created within a contact will be auto associated with the contact. The associated contact can be edited, except for the event.
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