開始之前
您需要在正確的工作區中獲得交付許可和合格的發票。
該怎麼辦
- 打開發票並查看當前餘額、狀態和交貨記錄。
- 選擇可用的傳送或提醒操作。
- 提交前請檢查發送管道、收件人、主題、訊息和附件。
- 確認後查看已儲存的出貨結果。
接下來會發生什麼
此記錄區分排隊、接受、失敗或不確定的交付結果。
如果出現問題
郵件伺服器接受並不能證明收件者已閱讀該郵件。 在重試之前協調不確定的發送，以便收件人不會收到重複的提醒。
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。
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.