Working with Invoices

Working with Invoices

Invoices in Solido are synced directly from your Xero account. Every time a sync runs, new invoices are imported and existing invoices are updated with the latest payment status. You do not need to manually create or import invoices. Solido handles this automatically so your data is always current.

Viewing Your Invoices

Click Invoices in the left-hand navigation to open the invoices list. This page displays all invoices synced from Xero, giving you a comprehensive view of your accounts receivable. From here you can filter, search, and sort to quickly find the invoices you need.

Filtering and Searching

Use the status filter to narrow the list by invoice status, such as unpaid, overdue, or paid. The search bar lets you find specific invoices by invoice number or customer name. You can also sort the list by date, days overdue, or amount to prioritise your view based on what matters most at the time.

• Filter by status: Show only unpaid, overdue, or paid invoices.
• Search: Look up invoices by number or customer name.
• Sort by date: Order invoices by their issue date or due date.
• Sort by overdue: See the most overdue invoices first.
• Sort by amount: Prioritise by the largest or smallest balances.

Invoice Details

Click on any invoice to open its detail page. Here you will find all the key information about that invoice, pulled directly from Xero:

• Invoice number: The unique identifier from Xero.
• Invoice date: When the invoice was originally issued.
• Status: The current payment status (e.g. unpaid, overdue, paid).
• Total amount: The full invoice value.
• Amount due: The remaining balance still owed.
• Amount paid: How much has been paid against the invoice so far.
• Due date: When payment was or is expected.
• Date paid: When the invoice was fully settled, if applicable.
• Email reminders: A summary of reminder activity for this invoice.

When Invoices Are Paid

When a payment is recorded in Xero, Solido detects the change during the next sync. The invoice status is updated automatically to reflect the payment. If the invoice is fully paid, any pending reminder emails that have not yet been sent are cancelled immediately. No further reminders will be created or sent for a paid invoice. This ensures your customers are never reminded about invoices they have already settled.

Invoice Email History

Each invoice detail page includes a complete email history section. This shows every reminder email that has been sent, scheduled, or cancelled for that invoice. For each email entry you can see the date it was sent, the recipient, the subject line, and the current status. This gives you full visibility into the communication trail for every invoice, making it easy to see what has already been sent and what is coming next.

The email history is especially useful when a customer contacts you about a reminder. You can quickly pull up the invoice, review exactly which emails were sent and when, and respond with confidence.