Owed
See money still to come in.
SoleBooks help guide
Keep your business records clear, one step at a time.
SoleBooks is built for busy tradespeople. Add your customer, make a quote or invoice, scan a receipt and send documents from your phone.
01
Start with your business details
Open SoleBooks for the first time and enter your business name, your name and your address. These details are used on the documents you send to customers.
Quick tip: You can use Scan Business Card to fill in contact details faster. Always check the information before saving.
02
Add the customer first
Every quote and invoice needs a customer. When you create a quote or invoice, choose an existing customer from the list. If they are new, tap New Customer, add their details, then carry on with the document.
1
Tap New Quote or New Invoice.
2
Choose a customer, or tap New Customer.
3
Add the work, price and VAT rate if it applies to your business.
03
Make a clear quote or invoice
Use a quote when you are pricing work. Use an invoice when it is time to ask for payment. Add your line items, check the total and save.
Keep it simple: one customer, clear work description, correct amount, then save. You can edit or delete a saved quote or invoice later if you need to fix it.
Quote
Price the work before you start.
Invoice
Ask for payment when the work is complete.
Share
Send the finished PDF from your phone.
04
Send it by email, WhatsApp or another app
Open a saved quote or invoice and choose Send Quote PDF or Send Invoice PDF. Your iPhone’s Share Sheet opens so you can choose Mail, WhatsApp or another compatible app installed on your phone.
The choices shown depend on the apps you have installed and signed in to.
05
Scan a receipt while it is in your hand
Tap Scan Receipt from the Receipts tab. Hold the receipt inside the frame and tap Scan. The receipt is saved with your business records after you review it.
1
Keep the receipt inside the green frame.
2
Check the supplier and overall total shown after the scan.
3
Use the green pencil to correct either field, then approve and save.
06
Find a receipt later
Your saved receipts sit in the Receipts tab. Use the date buttons and category filter to narrow the list when you need to check a purchase, prepare records or export information.
Need to change something? Open the receipt to edit its details or delete it if it was added by mistake.
07
Use Today to see what needs your attention
The Today screen gives you a quick view of money owed, quotes, invoices and receipts. If your business is VAT registered, it also shows a VAT estimate for the period you choose.
Paid
See invoices marked as paid.
Receipts
Keep an eye on business spending.
VAT
Review the estimate when VAT is turned on.
Still stuck?
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