Welcome!
Really glad you decided to join Sole! To learn how Sole works and how to best begin using it, make sure you read all articles below. You will be a Sole expert in less than 10 minutes. The best approach is to start at the top and complete all the training sequentially. That will ensure that you build your skills fast while not missing out on any of the important stuff.
Navigating the dashboard
Managing your bank feed
Create a quote
Create an invoice
Manage Expenses
Create an asset
Create a new contact
The reporting suite
Tax Estimator
Branding: Set Your Business Colours
Invoice Reminders: How to Send Reminders to Your Customers
Invoice / Quote References: Customize Your Numbers
Need more help?
Should you require further support you can go to the Sole Support page (you will need to create a new support account). For a more personalised support you can book a meeting below:
