invoicing Archives - MIDAS - Room Booking System

Posts Tagged: invoicing

Change the order items appear on invoices

3 minute read time · Updated April 10, 2025 · First published April 10, 2025

MIDAS booking software includes powerful invoicing features. These extensive capabilities mean that you won’t need a separate accounting package to handle the finances in relation to the hire and use of your facilities. (Of course, we do also support exporting invoices from MIDAS into 3rd party accounting packages too!)

With just a couple of clicks, MIDAS can generate an invoice for a booking, or indeed a series of bookings. You can also manually create new invoices at any time.

Once an invoice has been generated or created it can then be printed or emailed to your customer from within the system.

Before an invoice is finalized (before it is printed or emailed), its contents may be freely edited.

This allows you to add or remove items on the invoice or update quantities or charges.

However, until now, there’s not been an easy way to ‘move’ items up or down on invoices to change the order in which they appear.

Why might you want to reorder items on an invoice?

If you’re retrospectively generating an invoice for all a customer’s bookings over a period of time, MIDAS will include these bookings on the invoice in chronological order.

If the client has booked multiple rooms on a number of different dates, you may prefer bookings for the same room to appear consecutively together on the invoice.

Alternatively, if you use the “Merge Invoice” tool in MIDAS to combine two or more invoices for the same client, MIDAS will simply append each invoice’s items onto the end of the first invoice. This may result in items listed on the invoice not being in a logical order.

Introducing the ability to change the order of items on invoices

Starting with MIDAS v4.39, we’ve introduced the ability for you to move items up or down on invoices prior to them being finalized.

On the create/modify invoice screen, to the left of each invoice item you’ll now see both a small up and down arrow.

Clicking the up arrow alongside an invoice item will move that item above the previous invoice item.

Likewise, clicking the down arrow will move that invoice item below the following item.

Clicking the “Save Invoice” button will then save the changes you’ve made to the order of invoice items, along with any other changes you’ve made to the invoice.

Tags: invoice, invoicing, v4.39

A couple of invoicing improvements for v4.37

2 minute read time · Updated August 8, 2024 · First published August 8, 2024

We often make improvements to the already extensive invoicing capabilities of our room booking software. This is to accommodate a diverse range of invoicing scenarios and usage cases that our customers tell us about.

For MIDAS v4.37, we’ve made a couple of improvements based on customer feedback.

Manual quotation payments for tentative bookings can now update the booking’s type

“Tentative” bookings were first introduced in MIDAS v4.14 in 2016. Bookings of this type are automatically removed from the system if they’ve not ‘confirmed’ within a specified time frame or by a certain date/time.

In 2023, we also introduced a “quotation” feature. Used in conjunction with tentative bookings, you could generate quotations for clients when making tentative bookings for them.

If the client accepts and pays their quotation online, their ‘tentative’ bookings automatically convert to regular ‘confirmed’ bookings.

Of course, there may be instances when a client wishes to accept a quotation but pays ‘offline’ – perhaps over the phone or in person.

MIDAS can deal with ‘offline’ payments by allowing administrators to manually update quotations or invoices to reflect that a payment has been made against them.

Starting with MIDAS v4.37, if ‘manual’ payment is made for a quotation for a tentative booking, this can now update the associated bookings and make them ‘confirmed’.

Previously, this functionality was only available when an ‘online’ payment was made for a quotation.

Updating an invoice’s internal notes is now recorded in the Recent Activity Log

We appreciate that keeping an accurate audit trail is essential. The ‘Recent Activity Log’ in our software logs all user actions with date and time stamps. This useful log (which can also be downloaded) allows administrators to monitor how their booking system is being used.

Whenever an invoice’s status is updated, these actions are recorded to the audit log.

Each invoice can also have ‘internal notes‘ added to them. These notes are not visible to the recipient of the invoice, but are visible to administrators when viewing an invoice.

Until now, the action of updating internal notes for an invoice was not recorded to the ‘Recent Activity Log’ itself.

We’ve addressed this for v4.37. Whenever an administrator makes or updates the internal notes for an invoice, quotation, or credit note, this activity is noted in the recent activity log.

Tags: activity tracking, invoice, invoicing, payment, quotations, v4.37

How To Generate Quotations For Prospective Bookings

3 minute read time · Updated February 10, 2025 · First published December 5, 2023

MIDAS v4.35 introduces support for generating “Quotations” for prospective bookings.

Generate quotations when making tentative bookings

Used in conjunction with the “Tentative Bookings” feature, you can generate quotations for clients when making tentative bookings for them.

Should the client accept and pay the quotation online, their “tentative” booking(s) automatically convert to regular “confirmed” bookings.

A number of configurable options are available with the new Quotations feature, including:

Automatically Update Booking Type

When a quotation is accepted and paid online, MIDAS can automatically update the corresponding booking’s “type” to be any confirmed booking type you’ve already defined.

Should bookings become confirmed if their quotations are partially or fully paid?

You can control when a “tentative” booking automatically converts to a “confirmed” booking based on how its associated quotation is paid.

Automatically change a booking's type when a quotation payments are received — Automatically change a booking’s type when a quotation payments are received

MIDAS can either “confirm” a tentative booking on just a partially paid quotation, or only confirm the booking once its quotation has been paid in full.

New Quotation Template

“Templates” in MIDAS allow an administrator to customize a range emails, invoices, and more.

There’s already separate templates available for regular, deposit, and cancellation invoices, as well as receipts and credit notes.

v4.35 adds a further template now for your Quotations.

The default quotation template is very similar to the default regular invoice template, but introduces some new “placeholder” template variables too.

An example of a new placeholder variable available for the quotation template is “%QUOTEEXPIRES%”.

This special variable is substituted (at time the quotation is printed or emailed) with the date and time that the quotation expires.

By default, a quotation expires when its corresponding tentative booking(s) would expire in MIDAS.

However, there’s a further option available….

Can I set flexible quotation terms?

As mentioned above, quotations by default are only valid up until the expiration time of their corresponding tentative booking(s).

So as an example, let’s say a tentative booking is made to commence at 9am on a Monday. The tentative booking settings are set to expire the booking if it’s not confirmed at least 2 hours before it is due to commence.

If the tentative booking hasn’t been confirmed by 7am on the Monday, the booking will automatically expire and be removed from the system.

In essence, a quotation generated for the above booking would remain valid until 7am on the day of the booking.

After this time, the quotation (and tentative booking) will have expired.

Now one of the new quotation options allows MIDAS to convert a tentative booking to a confirmed booking is only a partial payment has been made against the quotation.

In such instances, we’ve included an option to allow you to update the quotation’s terms to be the same as your standard invoice terms (i.e. for example 30 days).

Change a quotation's terms upon partial payment — Change a quotation’s terms upon partial payment

This means that as long as a client pays something towards the quotation, they will then have longer to pay the remaining balance, just as if they were paying a regular invoice.

Tags: booking type, invoicing, quotations, tentative bookings, v4.35

Other invoicing improvements in MIDAS v4.32

3 minute read time · Updated May 8, 2023 · First published December 7, 2022

In our previous post we announced that you can now generate and send PDF versions of invoices to clients from MIDAS.

That’s not the only invoicing improvement that we’re introducing with our v4.32 update. Here’s what else we’ve added…

New Bulk “Remove Unsent Invoices” tool

By default, when new invoices are created or automatically generated in MIDAS, they initially remain “unsent”. This allows you to make any changes until you’re ready to send them to your clients.

That said, you can of course configure MIDAS to automatically send unsent invoices each day.

Now, MIDAS naturally retains invoices indefinitely in the system. Most organizations won’t need to keep old invoices for more than a handful of years.

So earlier this year, we introduced a new “Remove Obsolete Invoices” housekeeping tool in MIDAS. This allowed an administrator to remove old invoices in bulk.

As the “Remove Obsolete Invoices” tool only affects paid invoices, we’ve added a further tool to MIDAS v4.32. The new “Remove Unsent Invoices” tool allows an administrator to quickly remove all “draft” (unsent) invoices with just a couple of clicks.

Retain references to removed obsolete invoices with bookings

As we’ve mentioned, MIDAS already includes an administrative tool to remove obsolete invoices from the system. When this happens, any bookings that were originally used to generate a now obsolete invoice will no longer indicate that they are associated with that invoice.

For v4.32 we’ve included the option to leave references to removed invoices with booking when obsolete invoices are removed.

Retain clients with invoices when removing obsolete clients

Whilst we’re on the subject of “house keeping”, another database tool included with MIDAS is the “Remove Obsolete Clients” tool. This allows an administrator to remove clients from the database who haven’t had any bookings in a long time.

For such clients who may still have invoices in the system, this meant that those invoices became clientless when the client was removed.

We’ve now included the option to “Retain clients with invoices” when removing obsolete clients.

For any obsolete clients who still have invoices in the system won’t be removed – both the client and their invoice will be retained.

Options to include more information with resources on invoices

When MIDAS generates invoices for your room hires, the description of each room on the invoice includes the room’s name, as well as the date and times of hire.

However, for resource items, the invoice description for each item only includes the invoice name.

So for v4.32, we’ve provided options to control how resource items appear on generated invoices.

You can choose to have the resource’s name only, or the resource’s name and the venue (room) it’s been assigned to, or the resource’s name with the dates/time it has been book for – or a combination of the above.

Set default email subject when sending invoices, credit notes, and receipts

The “Templates” feature allows you to customize a range of template within your MIDAS system. For instance, you can customize how your printouts look, or how emails look, and so forth.

For v4.32, we’ve allowed the setting of a “default” email subject line for when invoices, credit notes, and receipts are emailed via MIDAS.

This means that when a user composes an email to a client in MIDAS when sending an invoice, credit note, or receipt, the subject line can be pre populated (rather than empty).

The user will still be able to change the subject line on a per email basis, but these new “default” subject line settings will mean that you can set an initial subject line for such emails.

Tags: invoicing, v4.32