Midas
ankara, wateja na ripoti
How do I add, check or remove billing attachments?
The Attachments controls let you select files for a supported draft or delivery. Uploading a file, saving a draft and sending email are separate outcomes.
How do I choose a document layout, visible fields and logo?
Document presentation controls select the layout and visible fields for an eligible billing document. They are separate from the underlying invoice amounts and company information.
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.
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.
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.
How do I review receivables and download a customer statement?
Receivables shows recorded balances as of a selected date. A customer statement presents the selected customer's opening balance, movements and closing balance for a date range.
Je, ninachaguaje nafasi sahihi ya kazi ya Midas?
Midas huhifadhi maelezo ya bili ndani ya nafasi yake ya kazi iliyoidhinishwa.
Je, ninachujaje na kupakua ripoti?
Ripoti hutoa mionekano inayoweza kupakuliwa ya data iliyohifadhiwa ya nafasi ya kazi.
Je, ninatayarisha na kukagua vipi ankara?
Maandalizi ya ankara ni tofauti na kutoa, kuwasilisha na kupokea malipo.
Je, ninatumaje ankara au kikumbusho cha malipo?
Uwasilishaji wa ankara na vikumbusho ni tofauti na kuandaa au kutoa hati.
Je, ninawezaje kurekodi malipo niliyopokea?
Kurekodi malipo husasisha ankara kwa kutumia ushahidi wa malipo unaotoa.
Je, ninawezaje kushughulikia masahihisho ya mikopo au ankara?
Tumia vidhibiti vya kusahihisha ankara vinavyotumika ili hati na historia yake halisi iendelee kupatikana.
Je, ninawezaje kusimamia wateja na bidhaa?
Rekodi za wateja na bidhaa zinasaidia utayarishaji wa ankara na kuripoti.
Je, nitaangaliaje hali ya ankara, malipo na historia?
Tumia rekodi ya ankara na matokeo yake yaliyorekodiwa ili kuelewa kilichotokea.
Je, utafutaji wa ankara, kategoria na usafirishaji wa CSV hufanyaje kazi?
Orodha ya ankara inaweza kupunguzwa kwa kutumia utafutaji, kategoria za hali na kichujio, kupanga na vidhibiti vya usafirishaji.
Mipangilio ipi ni ya Midas badala ya Account?
Mapendeleo ya kibinafsi yaliyoshirikiwa na usanidi wa malipo ya biashara una madhumuni tofauti.
Vifungu vya hati na usafirishaji wa nafasi ya kazi hutofautiana vipi?
Kifungu cha hati ni utoaji uliochaguliwa wa faili; uhamishaji wa nafasi ya kazi kamili una wigo mpana wa data.