Finance
Track Mileage
What is a Mileage tracker? A mileage tracker helps in analyzing business travel expenses by enabling you to record and calculate the distance traveled. Pre-setting the mileage rates allows you to calculate the travel expenses by simply entering the ...Configure payment gateways
What is a Payment gateway? A Payment gateway facilitates online transactions by acting as a bridge between a website or application and the financial institutions that process payments. It securely authorizes and processes sensitive payment ...Generate and download reports
What are reports? Reports are detailed lists of records across modules that provide useful insights. Zoho Solo offers a list of predefined reports that can be customized, viewed, and shared in different formats. How do I create reports in iOS? The ...Sort, edit, delete, and create invoice for expense
Sort Expense Sort expense with Title, Amount, and Modified Date. To sort expense on iOS: Click the Settings Icon in the bottom-left corner of the homescreen. Go to the Expense module. In the top-right corner, click the three dots ... and click Sort ...Add Expense
What is an expense ? An expense in business refers to the cost incurred or the amount spent in order to acquire goods, services, or assets. How do I add expenses on iOS? The following options are available for adding expenses on iOS: 1. By going to ...Create an Invoice
What is an invoice? An invoice is a receipt, bill, or statement that contains the items that are invoiced and their rate. Invoices are sent to customers after a job is completed. The payment link can also be sent along with the invoice for the ...Share an invoice
An invoice can be shared with a customer through multiple channels in Solo. A payment link will also be shared along with the invoice. Key points to note: When sharing a draft invoice is that the status will change to 'sent' and the option to edit ...Add new tax exemption and tax authority in US and Canada
Adding a New Tax Exemption There may be situations where you are exempt from paying taxes because of the item or the customer to whom you are selling the product. For example, the sale of medicines is exempt from sales tax in New Jersey. To create a ...How to mark an invoice void
An invoice that is invalid can be marked as 'Void' in Solo. Key points to note: You can mark an invoice as void when it is in the Sent or Overdue status. No actions can be performed inside a void invoice. Once an invoice is marked void, the items or ...Set up terms and conditions of business
You can include notes and terms in the invoice you send to the customer. To do this, enter the notes and terms in the Settings. To add Notes and Terms: For iOS: Go to Settings in the top-left corner of the homescreen and click Payments. For Android: ...Change tax rate and disable tax for items when creating invoice
When the tax section in the Customer Details is Non-Taxable, no tax will be applied on the invoice. The items added will reflect Non-Taxable. When the tax section in the Customer Details is Taxable, the items added will reflect the same tax rate as ...Add new taxes and tax groups for US and Canada region
Taxes Enabling Tax helps you to be compliant with local business regulations. Solo makes it easy to stay tax compliant. Adding New Taxes To create or add a new tax: For iOS: Click the Settings icon in the top-left corner of the homescreen and click ...Sort, edit, and delete an invoice
Sort Invoices Invoices can be sorted by Modified Date, Due Date, Invoice Number, and Total Amount. To sort invoices on iOS: Click the icon in the bottom-left corner of the homescreen. Go to the Income module. In the top-right, click the three dots. ...Edit and delete taxes for US and Canada region
Editing Taxes To edit an existing tax: For iOS: Click the Settings icon in the top-left corner of the homescreen and click Payments > Tax > Tax Rates. For Android: Click the three dots in the top-right corner of the homescreen and click Settings > ...Setup, edit, and delete payment gateways
Payment gateways enable smooth transaction of payments. Solo has multiple payment gateways based on country. Once the payment gateways are set up in the settings, you will have options to choose from the list of payment methods while creating an ...Change the tax rate and disable taxes for customers in the US and Canada
To change the tax rate applied for customers on iOS: Click Tax, just below the customer name on the invoice creation page. Click Tax in the Tax Information field. Taxes configured in the settings will be listed here. Choose the preferred tax rate or ...
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