Midas
发票、客户和报告
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.
发票搜索、类别和 CSV 导出如何工作？
可以使用搜索、状态类别以及过滤器、排序和导出控件来缩小发票列表的范围。
哪些设置属于Midas而不是Account？
共享个人偏好和业务计费配置具有不同的目的。
如何准备和审核发票？
发票准备与开具、交付和接收付款是分开的。
如何发送发票或付款提醒？
发票交付和提醒与准备或签发文件是分开的。
如何处理信用证或发票更正？
使用发票支持的更正控制，使其原始文档和历史记录保持可追溯。
如何检查发票状态、付款和历史记录？
使用发票记录及其记录的结果来了解发生的情况。
如何管理客户和产品？
客户和产品记录支持发票准备和报告。
如何记录收到的付款？
记录付款会使用您提供的付款证据更新发票。
如何过滤和下载报告？
报告提供保留的工作区数据的可下载视图。
如何选择正确的Midas工作空间？
Midas 将账单信息保留在其授权工作空间内。
文档包和工作区导出有何不同？
文档包是选定的文件交付； 完整工作空间导出具有更广泛的数据范围。