開始之前
您需要正確的工作空間和權限來準備發票。
該怎麼辦
- 為目標客戶建立或開啟草稿。
- 查看生產線描述、數量、價格、貨幣和稅務處理。
- 檢查客戶和賣家資訊、日期和文件總數。
- 在使用單獨的問題或發送控制項之前儲存並檢查草稿或預覽。
接下來會發生什麼
您有一份已審閱的草稿，其狀態可以檢查。
如果出現問題
預覽或下載的文件並不是交付或付款的證明。 如果儲存或發出操作不確定，請在重複之前檢查其目前狀態。
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。
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.