Before creating sales invoices, quotes, or credit notes in Dext Solo, you need to complete a one-time setup. This adds the business details, payment information, and document numbering that appear on all documents you create.

You can start the setup from Business settings > Sales invoices > Complete set up, or you'll be prompted to complete it the first time you try to create any sales document.

The setup runs through four steps. You can select Skip setup at any point to complete it later, but the setup must be finished before any document can be finalised.

Enter the business name. This appears on all invoices, quotes, and credit notes issued to customers.

Enter the business address. This is required on customer-facing documents.

Enter the bank details and payment terms that will appear on invoices:

Select Continue when ready.

Set the prefix and starting number for invoices, quotes, and credit notes. Dext previews the first document number for each type as you type.

Select Save to complete the setup.

The setup is also available in the Dext mobile app. You'll be prompted to complete it the first time you select Create a sales invoice from the camera menu, or go to Quotes in the bottom navigation bar and select Create.

The mobile setup follows the same four steps - Business details, Business address, Payment details, and Invoice numbering. Select Complete on the final step to finish setup.

You can update the business logo at any time from the More tab in the bottom navigation bar. Logos must be JPEG or PNG format, maximum 1 MB, and at least 480 x 240 pixels. The logo size on documents can't be adjusted after upload.

Once setup is complete in the web or mobile app, all settings are editable from Business settings > Sales invoices in the Dext web app.

The page is divided into sections:

Sales invoice details - edit the business name, registered address, and logo. The logo is managed via Business profile. See How to add your company logo in Dext for instructions.

Payment details - edit bank name, account number, sort code, default due date, and payment terms.

Document numbering - view current sequences for invoices, credit notes, and quotes, showing the next number and last issued number for each. Select Create sequence to start a new numbering sequence, or View previous sequences to see earlier ones.

Document defaults - set a default category to apply to all new sales invoices.

Customization - three options:

Lock invoice date - toggle Limit new invoices to current date to lock the invoice date to the date of finalisation, making it uneditable after that point.

Customer billing details are required to finalise a sales invoice. You can manage customers from Sales > Customers.

To add a new customer, select Add new customer. To edit an existing customer's details, select their name from the list and go to the Invoicing details tab, then select Change.

Enter the customer's company name, email address, payment terms, notes, billing address, and shipping address. The billing address is required.

If the client sells recurring products or services, adding them to the products and services list lets them be selected quickly when creating invoices and quotes, rather than being entered manually each time.

To manage products and services, go to Sales > Products and services.

To add a single product or service, select Add product/service and fill in the SKU, name, type, description, unit price, and sales account, then select Add.

To add multiple products or services at once, select Import from CSV. Your CSV must include a header row with the column names. The required format is Name, SKU, Description, Unit price (excl. VAT), and Type. After uploading, map your CSV columns to the correct fields and select Submit.

The Visible toggle on each item controls whether it appears as an option when adding line items to a document. Toggle it off to hide items you no longer use without deleting them.