开始之前
使用允许目录或产品更改的工作区角色。
该怎么办
- 在预期工作区中打开客户或产品。
- 在创建另一个记录之前搜索现有记录。
- 查看可用的联系人、账单、货币和价格字段（如果适用）。
- 保存并重新打开记录以确认值。
接下来会发生什么
该记录可用于支持的工作区操作。
如果出现问题
根据实际业务来源检查法定名称、税务详细信息和金额。 不要重复客户来解决缺少权限或过时的表单。
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。
相关指南
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.