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How do I manage customers and products?

Customer and product records support invoice preparation and reporting.

Before you start

Use a workspace role that permits directory or product changes.

What to do

  1. Open Customers or Products in the intended workspace.
  2. Search for an existing record before creating another.
  3. Review the available contact, billing, currency and price fields as applicable.
  4. Save and reopen the record to confirm the values.

What happens next

The record is available for supported workspace operations.

If something goes wrong

Check legal names, tax details and amounts against the actual business source. Do not duplicate a customer to work around missing permission or a stale form.

Related guides

Midas

How do I prepare an estimate or delivery note and turn it into an invoice?

Estimates and delivery notes are separate documents. Creating an invoice from one produces an editable draft that must be approved and sent separately.

Midas

How do I create, review or pause recurring invoices?

A recurring schedule uses a saved, eligible invoice as its template. New schedules create drafts for review by default; automatic approval and email are separate choices.

Midas

How do I import a bank statement and match a received payment?

Bank matching imports a CSV statement and records explicitly confirmed incoming payments against eligible invoices. It does not transfer money or create a live bank connection.