开始之前
您需要在正确的工作区中访问发票。
该怎么办
- 打开发票并查看其当前状态。
- 检查记录的付款和交货信息，而不是仅依赖列表标签。
- 阅读可用的历史记录或修订版本以了解以前的更改。
- 当需要授权调整时，使用支持的校正或反转流程。
接下来会发生什么
您可以区分汇票、已签发的单据、已记录的付款和交货结果。
如果出现问题
不要仅仅因为客户说付款已发送而标记付款。 验证实际付款证据并使用允许的会计流程。
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。
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.