开始之前
您需要获得发票许可以及实际收到金额、币种和日期的证据。
该怎么办
- 打开发票并检查其当前余额和付款历史记录。
- 当操作可用时选择记录付款。
- 输入表格所要求的实际付款信息。
- 确认接受结果并查看剩余余额或已付款状态。
接下来会发生什么
发票反映了实际记录的付款。
如果出现问题
承诺的付款、银行预订或下载的收据与已验证收到的资金不同。 在记录另一笔付款之前检查不确定的先前保存。
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。
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.