開始之前
您需要獲得發票許可以及實際收到金額、幣種和日期的證據。
該怎麼辦
- 打開發票並檢查其當前餘額和付款記錄。
- 當操作可用時選擇記錄付款。
- 輸入表格所要求的實際付款資訊。
- 確認接受結果並查看剩餘餘額或已付款狀態。
接下來會發生什麼
發票反映了實際記錄的付款。
如果出現問題
承諾的付款、銀行預訂或下載的收據與已驗證收到的資金不同。 在記錄另一筆付款之前檢查不確定的先前保存。
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。
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.