Xero
Export finalised SoloDocket invoices with the contact, line items, tax treatment and invoice number ready for Xero.
Invoice exportIntegrations
Send the invoice to the right place.
Move invoice details into your accounting software, email a plan manager with the support log attached, or download all your records.
Request another connection →Accounting and billing
Move the invoice without entering it twice.
Each export carries the participant, service date, support item, quantity, rate, total and invoice number from the reviewed SoloDocket record.
MYOB
Move finalised invoice data into MYOB without re-entering the participant, service date, quantity or rate.
Invoice exportQuickBooks
Export SoloDocket invoices in a QuickBooks-ready format while keeping the source support record linked in SoloDocket.
Invoice exportCSV export
Download invoice, participant and record data for a spreadsheet or accounting software.
IncludedPDF sharing
Send an invoice and its support log by email or through your phone’s share menu.
IncludedPlan managers
Email the tax invoice with the signed support log attached, directly from the reviewed record.
Email and PDFYour records stay available
You can still open and download SoloDocket records when an accounting service is unavailable.
Use a connection when it saves time. Keep control of the original record.
Need another connection?
Tell us where you need to send the record.
Send the name of the software, portal or person, plus the information they need.