Ruka hadi yaliyomo
Yasa
Msaada wa Yasa

Je, ninawezaje kushughulikia masahihisho ya mikopo au ankara?

Tumia vidhibiti vya kusahihisha ankara vinavyotumika ili hati na historia yake halisi iendelee kupatikana.

Kabla ya kuanza

Unahitaji ruhusa inayofaa ya bili na sababu iliyothibitishwa ya marekebisho.

Nini cha kufanya

  1. Fungua ankara asili na uangalie hali yake, malipo na hati zinazohusiana zilizopo.
  2. Chagua hatua inayotumika ya mkopo, kughairi au kusahihisha inayotolewa katika jimbo hilo.
  3. Kagua kiasi kilichoathiriwa, sarafu, matibabu ya kodi na uhusiano wa hati.
  4. Thibitisha matokeo yaliyohifadhiwa na utumie mchakato tofauti wa uwasilishaji au kurejesha pesa inapohitajika tu.

Nini kitatokea baadaye

Rekodi asili na marekebisho yanayokubaliwa yanaendelea kutofautishwa katika historia ya ankara.

Ikiwa kitu kitaenda vibaya

Noti ya mkopo yenyewe sio uthibitisho kwamba pesa zilirejeshwa. Usifute au kuandika upya hati iliyotolewa ili kuficha muamala asili.

Miongozo inayohusiana

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.