Customer books
A public booking records the chosen service, duration and customer details.
Booking and invoicing, connected
Booking software with invoicing built in
Keep the customer, service and appointment details you already have connected to the quote or invoice that follows — without rebuilding the job in another system.
Booking-and-invoicing software connects a customer's booking and details with the service or work, so you can prepare the relevant quote or invoice and keep follow-up organised in one workspace.
- 1Booking
- 2Customer details
- 3Service or work
- 4Quote or invoice
- 5Admin follow-up
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The invoicing gap
Why booking-only software can leave more admin behind
When bookings and invoicing live in separate tools, the customer and service details often have to be entered again after the work. Solo connects the operational steps so the quote or invoice can stay related to the appointment.
From booking to invoice
Details stay with the work
Keep the appointment, customer information and relevant notes organised.
The service takes place
Use the appointment as the operational record of the work or service.
Create the right document
Prepare a quote or create an invoice that can relate to the appointment.
Keep follow-up organised
Track the finance document without recreating the customer and service from scratch.
Booking and customer details together
Keep customer contact details and notes alongside the appointment, so the information you need stays connected to the work.
Booking and customer details togetherQuotes and invoices connected to the work
Create professional quotes and invoices, with finance documents able to relate directly to the appointment they cover.
Deposits before the appointment
Eligible businesses can connect Stripe and request a percentage deposit at booking. Arrange collection of any remaining invoice balance separately.
Operational software, not statutory accounting
Solo handles customers, appointments, services, quotes and invoices. Keep specialist accounting software for bookkeeping, tax, MTD and statutory reporting.
Try the whole booking-to-invoice workflow
A feature list only tells you so much. Use one service you actually offer to check how the booking, customer details and paperwork fit together before moving your everyday admin into Solo.
Example: a cleaning appointment
Imagine a customer booking a cleaning service. This example shows the decisions you make as the business owner, from the appointment to the document the work needs.
Start with the service and customer
A public booking records the chosen service, duration and customer details. Keep the relevant notes with the work so you can review what the appointment covers.
Choose a quote or an invoice
If the work needs a quote first, prepare one. When you need an invoice, create the invoice and relate it to the appointment. The document stays connected to the work it covers.
Check the payment step separately
Eligible businesses with Stripe configured can request a percentage deposit at booking. This covers the advance payment. Plan separately how you will collect any remaining balance and which payment methods you will offer.
What to check during your trial
Can you find the customer information and notes you need for this appointment?
Can you prepare the quote or invoice your service needs and relate it to the appointment?
Does the booking-deposit option fit the way you take advance payments, if your business is eligible?
Which bookkeeping and tax tasks will you continue to handle in your accounting software?
Useful for service businesses that invoice after the work
When a specialist system may be better
Businesses needing statutory accounting, complex field-service dispatch, deep inventory or point-of-sale control, or specialist compliance records may still need dedicated software alongside Solo.
Your questions about using Solo
Can booking software keep customer details and notes with each appointment?
Keep the appointment, customer information and relevant notes organised.
Booking and invoicing questions
Can I create an invoice connected to a booking?
Yes. Solo finance documents can be related to an appointment, keeping the invoice connected to the work it covers.
Can Solo create quotes as well as invoices?
Yes. Solo includes quotes and invoices, so you can prepare a quote before work and create the appropriate invoice when needed.
Can I take a deposit when a customer books?
Yes. Eligible businesses can connect Stripe and set a percentage deposit for bookings. The booking deposit is an advance payment; arrange collection of any remaining invoice balance separately.
Does Solo replace accounting software?
No. Solo supports the operational journey from customer and appointment to quote and invoice. Specialist software may still be needed for bookkeeping, tax, MTD and statutory reporting.
Can customers book without downloading an app?
Yes. Customers can use a public booking page in their browser without creating a Solo account or downloading an app.
Is Solo suitable for a one-person service business?
Yes. Solo is designed for sole traders and small service businesses that want their website, bookings, customers, quotes and invoices in one operational workspace.