User Guide: Getting Started

Follow these steps to set up your Solido dashboard so you can start sending reminders and managing receivables. Start by setting up your subscription and company details, then configuring email reminders, team access, integrations, and your profile. You can return to any of these areas at any time to make updates or changes.

‍

Setting Up and Managing Your Subscription

‍

Setting up Your Subscription

To start sending out email reminders, you will need to have an active subscription.  To do this:

1. Open the User Menu and select Manage Billing.
2. Click Subscribe and choose a Subscription Plan.
3. Select Manage Billing & Subscription and enter your payment method.

Your subscription will renew monthly using the payment method provided.

‍

Updating Your Subscription
You can update your plan or billing information at any time by returning to Manage Billing in the User Menu and selecting Manage Billing & Subscription. From there, you can:

1. Update the billing information provided; or
2. click Update Subscription to change your plan.

Cancelling Your Subscription

You can cancel your subscription at any time by returning to Manage Billing in the User Menu and selecting Manage Billing & Subscription. From there, select Cancel Subscription and follow the prompts to confirm the cancellation request.

‍

Once you have cancelled your subscription, you will continue having access to Solido until the end of the billing period.  You can also undo your cancellation request at any time during this period by returning to Manage Billing in the User Menu, selecting Manage Billing & Subscription, and selecting Don't Cancel Subscription.

‍

Setting Up Company Settings

Company Settings let you tailor Solido to your organisation’s needs. The page can be accessed from the User Menu, and will enable you to:

• enter your Workspace Name, which is usually the name of the organisation;
• add your Business Address; and
• select the Default Currency you use for reporting purposes (Note: reminders will always reflect the currency of the applicable invoice).

Configure Email Settings

Email Settings lets you configure how and when reminders are sent, including their tone, timing, and language.

‍

You can access the Email Settings page from the User Menu or via the Email Settings button in Company Settings. From there, you can:

• select the Language for your reminders;
• set your Email Reminder Schedule based on days overdue and the number of reminders you want to send; and
• nominate a default sender for each reminder.

Manage Your Team

You can invite colleagues to access Solido and manage their access rights from the Manage Team page.  

‍

Inviting Colleagues

To invite colleagues to collaborate in your workspace:

1. select Manage Team from the User Menu;
2. click Manage Team in the top-right corner;
3. enter the email address of the person you want to invite and click Send Invitation.

Your team member should then receive an email with a link to accept the invitation, and be prompted to sign in with their microsoft account.

‍

Managing Team Members

You will be able to cancel invitations sent to team members or to remove them from your workspace from the Manage Team page.

‍

Manage Your Integrations

Integrations allow Solido to connect with your Xero and Microsoft account and start preparing and sending invoice reminders on your organisation's behalf.

‍

To manage your integrations, go to the User Menu and select Integrations.  From there:

• connect your Xero account and Microsoft account by clicking Connect next to each one and following the prompts;
• disconnect your Xero by selecting hovering over where it says Connected, and select Disconnect Xero.

‍

Set Your Profile Settings

Finally, personalise your own profile. You can do this by going to the User Menu and selecting Profile Settings.

‍

From there, you can update your name, contact details, and any preferences for how you appear as a sender.