Midas
發票、客戶和報告
How do I add, check or remove billing attachments?
The Attachments controls let you select files for a supported draft or delivery. Uploading a file, saving a draft and sending email are separate outcomes.
How do I choose a document layout, visible fields and logo?
Document presentation controls select the layout and visible fields for an eligible billing document. They are separate from the underlying invoice amounts and company information.
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.
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.
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.
How do I review receivables and download a customer statement?
Receivables shows recorded balances as of a selected date. A customer statement presents the selected customer's opening balance, movements and closing balance for a date range.
哪些設定屬於Midas而不是Account？
共享個人偏好和業務計費配置有不同的目的。
如何檢查發票狀態、付款和記錄？
使用發票記錄及其記錄的結果來了解發生的情況。
如何準備和審核發票？
發票準備與開立、交付和接收付款是分開的。
如何發送發票或付款提醒？
發票交付和提醒與準備或簽發文件是分開的。
如何管理客戶和產品？
客戶和產品記錄支援發票準備和報告。
如何處理信用證或發票更正？
使用發票支援的更正控制，使其原始文件和歷史記錄保持可追溯。
如何記錄收到的付款？
記錄付款會使用您提供的付款證據更新發票。
如何過濾和下載報告？
報表提供保留的工作區資料的可下載視圖。
如何選擇正確的Midas工作空間？
Midas 將帳單資訊保留在其授權工作空間內。
文件包和工作區匯出有何不同？
文件包是選定的文件交付；完整工作空間匯出具有更廣泛的資料範圍。
發票搜尋、類別和 CSV 匯出如何運作？
可以使用搜尋、狀態類別以及篩選器、排序和匯出控制項來縮小發票清單的範圍。