How it Works
Short paragraph about Solido how it works goes here.
How to get started with Solido
Setup takes about 10 minutes. Here's what's involved.
Step 1: Connect Xero
Start by linking your Xero account. This uses a secure OAuth connection — you log in through Xero, and Solido gets access to your invoice and contact data. No passwords are stored.
What happens:
- Your invoices sync automatically, including historical data
- Contacts come across with their email addresses and company details
- Payment status updates flow through in real time
Time: About 2 minutes
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Step 2: Connect your mailbox
Next, connect your Microsoft 365 or Google Workspace account. This is the email address Solido will send reminders from. Clients will see your name and can reply directly to you.
What happens:
- You authenticate through Microsoft or Google
- You set your display name and email signature
- You can invite team members to connect their mailboxes too
Time: About 2 minutes
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Step 3: Set up your reminder schedule
This is where you tell Solido when and how to send reminders. You might set up a reminder 7 days before the due date, and then follow-ups at 7, 14, and 30 days overdue. Or something completely different — it's up to you.
What you'll configure:
- How many days before or after the due date to send
- What time of day
- Which days of the week
- Which mailbox to send from
Time: About 2 minutes
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Step 4: Set up your email templates
Solido comes with default templates you can use straight away, or you can customize them to match your tone. Templates support variables that automatically pull in invoice details.
What you can do:
- Edit subject lines and body text
- Insert variables like {{invoice_number}}, {{amount_due}}, {{due_date}}
- Create different templates for different reminder stages
- Add your email signature
Time: About 3 minutes (or skip this step and use the defaults)
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Step 5: Monitor and adjust
Once you've set things up, Solido runs in the background. Reminders go out on schedule, and payment statuses update automatically. You can check in whenever you like from the dashboard.
What you'll see:
- Unpaid totals and DSO on the dashboard
- Upcoming emails for the next 30 days
- Recent email activity
- Invoice payment status in real time
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You can adjust things anytime
Automation doesn't mean you lose control. You can pause reminders for specific contacts, send manual emails when needed, or change your rules as your process evolves.
Things you can do at any time:
- Toggle contacts active or inactive
- Cancel or reschedule pending emails
- Edit emails before they're sent
- Send one-off manual emails
- Update your reminder rules
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