开始之前
您需要在正确的工作区中获得交付许可和合格的发票。
该怎么办
- 打开发票并查看当前余额、状态和交货历史记录。
- 选择可用的发送或提醒操作。
- 提交前请检查发送渠道、收件人、主题、消息和附件。
- 确认后查看保存的发货结果。
接下来会发生什么
该记录区分排队、接受、失败或不确定的交付结果。
如果出现问题
邮件服务器接受并不能证明收件人已阅读该邮件。 在重试之前协调不确定的发送，以便收件人不会收到重复的提醒。
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。
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.