開始之前
使用允許目錄或產品變更的工作區角色。
該怎麼辦
- 在預期工作區中開啟客戶或產品。
- 在建立另一個記錄之前搜尋現有記錄。
- 查看可用的聯絡人、帳單、貨幣和價格欄位（如果適用）。
- 儲存並重新開啟記錄以確認值。
接下來會發生什麼
此記錄可用於支援的工作區操作。
如果出現問題
根據實際業務來源檢查法定名稱、稅務詳細資料和金額。 不要重複客戶來解決缺少權限或過時的表單。
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。
相關指南
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.