01
Download Simply Sole Trading
Simply Sole Trading is available on the App Store for iPhone and iPad. Install it from the App Store, then open the app to begin setting up your clients, jobs, invoices, and expenses.
02
Getting Started
Begin by adding your regular clients. From there, record work as jobs, create invoices for the work you have completed, and enter business expenses as they occur. Keeping each item up to date gives you a simple view of what is happening across your business.
03
Overview
The Overview is your starting point. Use it to check the current state of your business and move quickly into the area you need, whether you are recording a new job, checking an invoice, or adding an expense.
04
Clients
Add a client record for each person or business you work with. Keeping client details together makes it easier to connect the right jobs and invoices to the right customer and find their information again later.
05
Jobs
Create a job when you begin or complete a piece of work. Link it to the relevant client and add the useful details while they are fresh in your mind. This gives you a clear history of the work you have carried out.
06
Invoices
Use the Invoices area to keep track of the money coming into your business. Create an invoice for completed work, connect it to the appropriate client or job, and update its status as it moves through your normal process.
Checking invoice statuses regularly makes it easier to see which payments still need your attention.
07
Expenses
Record business costs as they happen so they do not get forgotten. Add the relevant details for each expense and review the list whenever you need a clearer view of your outgoing costs.
08
Keeping Records Tidy
A few small habits keep your records useful: add jobs promptly, update invoice statuses when payments arrive, and record expenses while receipts are still close at hand. This reduces the amount of admin waiting for you later.
09
Troubleshooting
I cannot find a job or invoice
Check the relevant client record and review the Jobs or Invoices area. Make sure the item was saved after you created or edited it.
Still need help?
Email [email protected] with a short description of the issue and the device you are using.