開始之前
您需要在正確的工作區中存取發票。
該怎麼辦
- 打開發票並查看其當前狀態。
- 檢查記錄的付款和交貨信息，而不是僅依賴清單標籤。
- 閱讀可用的歷史記錄或修訂版本以了解先前的變更。
- 當需要授權調整時，使用支援的校正或反轉流程。
接下來會發生什麼
您可以區分匯票、已簽發的單據、已記錄的付款和交貨結果。
如果出現問題
不要僅僅因為客戶說付款已發送而標記付款。 驗證實際付款證據並使用允許的會計流程。
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。
相關指南
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.
Midas
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.