A little help.
A clear next step.
Practical guides for the work in front of you. From your first draft to the final handoff.
Start with a draft.
Know what comes next.
See how to edit invoice services and review a draft before you issue it. Follow the cursor, then use the written steps at your own pace.
Open the invoice guideFind a guide
13 guides
Invoices & payments
Edit drafts, understand fees and check your payment setup.
Edit a draft, then issue it deliberately
Change readable currency amounts and service rows while the document is still a draft. Saving and issuing are separate decisions.
Trace the Solo fee from collection to proceeds
Read the 1% deduction and actual processing cost without adding them to the client’s invoice or confusing a transfer with a bank payout.
Check payment eligibility before offering checkout
Use your plan’s official Stripe connection flow and resolve its requirements before expecting online collection.
Solo vs Studio: team size and payment fees
Compare internal users, payment setup and subscription-plus-platform-fee expenses. Actual processing costs and account eligibility still need review.
Projects & approvals
Read the dashboard, follow approved work, decide scope and keep service periods separate.
Find your next task without losing the agreement
Read dashboard totals, filter the open-work preview and inspect invoice-linked delivery while keeping scope decisions and receivables separate.
Approve added scope without rewriting an invoice
Turn an outcome request into a versioned proposal, then keep its new work and supplementary draft separate from the issued original.
Review payment, scope and delivery separately
Follow the action you are authorized to take without treating a receipt as acceptance of the work.
Review recurring periods before creating new work
Configure dates and separate invoice creation from optional new-period work, then review missed occurrences and retainer usage.
Client access & files
Invite the right people and share only the checked, published work.
Give each client only the authority they need
Set organization, project and explicit grants instead of treating one portal invitation as permission to approve everything.
Upload privately, then share the checked file
Separate upload processing, client publication and delivery acceptance, and handle scan outages without bypassing them.
Outreach & integrations
Follow up safely, preview workflows and connect the API or an AI assistant.
Review a stopped sequence before any further outreach
Read enrollment stops and workspace suppression before considering another send. A reply, including out-of-office, requires human review.
Preview a workflow before activating its version
Build a bounded email or chat response, inspect the dry run and deliberately activate a published version without granting it client authority.
Connect an integration with narrow, repeat-safe access
Read the running API schema, select the smallest required access and preserve request identity across retries without exposing secrets in browser code.
A few useful answers.
Do I need a card for the trial?
No. The 14-day trial includes Solo core functionality without a card or automatic charging. The owner must explicitly choose a paid subscription. Accepting client payments still requires payment-recipient onboarding.
Compare plans and payment routesCan I change plans later?
Yes. Upgrades take effect after a verified billing outcome. Downgrades and cancellation take effect at period end without automatic refunds. A plan change does not erase records or reroute an earlier client payment.
Read the plan-change policyDoes paying an invoice approve the work?
No. Payment settles a document balance. Commercial approval accepts a scope proposal, and delivery approval accepts a published version. Each needs its own permission and decision.
Understand payment and approvalWhy is dashboard completion different from the task counts?
Delivery overview measures completed approved effort across the projects in its preview, while the state chart counts tasks. The workspace summary counts all accessible records, but task and project lists are previews. Payment does not complete work.
Read dashboard totals and work statesDoes Auto-adjust hours change an issued invoice?
No. It applies to editable draft hourly lines after scope is approved. An issued invoice displays a disabled Saved setting; its hours and amount stay fixed. Crossed-out work hours compare matching scope origins with the document, not edits to issued money.
Review draft-hour alignmentWho can accept or reject a scope change?
Only the designated commercial approver with the current grant can decide the published proposal. Accept scope and price and Reject proposal each require their own confirmation and submission. Internal ownership, viewing, requesting and payment do not grant commercial consent.
Review the exact-version decisionCan I invite clients without showing internal work?
Yes. Client access is limited to the chosen organization, project and explicit grants. Clients see published records, not private tasks, costs, notes or staff mailboxes. An invoice payment link does not grant portal or chat access.
Choose client permissionsCan an AI assistant issue invoices or approve for a client?
No. OAuth MCP connections can read permitted workspace records and, if you allow the additional scope, prepare supported drafts. There are no MCP tools for invoice issuance, payments or client consent. Review drafts in Moolamochi before taking the next action.
Read the MCP access guide