开始之前
您需要正确的工作空间和权限来准备发票。
该怎么办
- 为目标客户创建或打开草稿。
- 查看生产线描述、数量、价格、货币和税务处理。
- 检查客户和卖家信息、日期和文件总数。
- 在使用单独的问题或发送控件之前保存并检查草稿或预览。
接下来会发生什么
您有一份已审阅的草稿，其状态可以检查。
如果出现问题
预览或下载的文档并不是交付或付款的证明。 如果保存或发出操作不确定，请在重复之前检查其当前状态。
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。
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.