Posts Tagged: invoicing

New Advanced Invoice Generation Filter

If you follow our blog, you’ll already be aware of some of the exciting new features on the horizon with MIDAS v4.16. Our previous post looked at new filter options when it comes to generating printouts of your bookings.

We’re also adding a similar filter when it comes to generating invoices from your bookings:

Advanced Invoice Generation Filter
Advanced Invoice Generation Filter

This provides additional flexibility to allow you to only generate invoices which include bookings that match specific filter criteria.

For example, as per the screenshot above, you can generate invoices only for bookings which have more than ten attendees.

The advanced filter allows you to choose a booking field (including any custom booking fields you’ve set up), select a match type, and enter a match string.

Match types available include:

  • Equals – Will include bookings where the selected booking field’s value exactly matches the string you enter.
  • Does Not Equal – Will include bookings where the selected booking field’s value doesn’t exactly match the string you enter.
  • Contains – Will include bookings where the selected booking field’s value contains an occurrence of the string you enter.
  • Does Not Contain – Will include bookings where the selected booking field’s value contains no occurrences of the string you enter.
  • Begins With – Will include bookings where the selected booking field’s value begins with the string you enter.
  • Ends With – Will include bookings where the selected booking field’s value ends with the string you enter.
  • Is Greater Than – Will include bookings where the selected booking field’s numeric value is higher than the value you enter.
  • Is Less Than – Will include bookings where the selected booking field’s numeric value is higher than the value you enter.

These powerful new filter options for both printout and invoice generation offer a whole new level of flexibility to your MIDAS system, and we’re sure they’ll be put to great use by our customers!

Click here to continue reading about some of the other new & improved features coming in MIDAS v4.16!


New Un-invoiced Bookings Report

Work on the latest feature-rich update to our web based room booking and resource scheduling, MIDAS, is nearing completion, and so we’re excited to reveal some of these exciting new and improved features first here on our blog…

As you may be aware, MIDAS is capable of generating a wealth of printable reports, graphs, and statistics allowing you to gain valuable insight into the state of your bookings, venues, clients, invoices, and more.

The Invoicing section of this reporting allows you to see which clients or organizations have been invoiced over any given period, how much has been paid, and how much remains outstanding.

For MIDAS v4.15 we’re improving this reporting to also include an “Un-invoiced Bookings Report”. This new report shows a breakdown of the number of bookings each client/organization has over a given period which have so far not been invoiced for. This is a great way to quickly check whether you’re forgotten to invoice a particular client/organization.

New Uninvoiced Bookings Report

You can check out some of the other reports MIDAS can generate to help you gain insight into your facilities at https://mid.as/help/statistics


Improved Invoice Auditing

Over the past few months we’ve been busy working on the next update to MIDAS, v4.14, and this upcoming release contains a wealth of new and improved features, which we’re really excited to introduce you to here on our blog

We’ve made a couple of notable improvements around invoice “auditing” in v4.14 to help make it easier for you to keep tabs on your invoices. These new improvements will allow administrators with access to the invoicing capabilities of MIDAS to:


View the complete history log for each invoice

Whilst MIDAS keeps a log of all actions and activity relating to each invoice, in previous versions of MIDAS, only the most recent action on an invoice has been displayed on screen.

However, when viewing an invoice in v4.14, you’ll be able to click the latest invoice status line at the top of an invoice to open the complete history log for that particular invoice:

Store internal notes and comments with each invoice

Store internal notes & comments with each invoice

The ability to add visible “notes” to an invoice, which are then included on the finalized printed or emailed invoice sent to a client have been around in MIDAS for a while now.

However, we’ve also received a number of requests from customers who’d like to have the ability to additionally add “internal notes” to invoices as well (notes which don’t appear on invoices themselves and which are therefore hidden from clients), so that they can better keep tabs on each invoice.

To that end, in v4.14 we’ve added a “Comments” icon to the Invoice toolbar that’s shown whenever you view an invoice. Clicking this icon will allow you to view or edit internal notes/comments for the selected invoice:

Store internal notes and comments with each invoice

As these notes/comments are “internal”, they are only visible to those MIDAS users able to access the invoice. Internal notes/comments are never included on an actual printed/emailed invoice and therefore are not disclosed to the end client an invoice is for.

Continue reading about some of the other exciting improvements coming in v4.14 here!


Invoicing Improvements in MIDAS v4.13

With development on the next update to our room booking and resource scheduling software, MIDAS nearing completion, we’re shedding a little light here on some of the new and improved features coming in v4.13.

v4.13 includes a sprinkling of small improvements to the already extensive invoicing capabilities of MIDAS. These include…

Option to automatically mark invoices totaling zero as paid

MIDAS already provides options to generate invoices only if the invoice total is non-zero, or generate invoices regardless of the invoice total.

In v4.13 we’re adding an additional setting to control what happens in the event that a zero total invoice is generated. When enabled, any invoice generated that has a total of zero will automatically be marked as “Paid in full”.

You’ll find this new setting via MIDAS Admin Options → Manage MIDAS → Invoicing.

Option to generate an invoice when directly approving booking request

Previously, if you wanted to generate an invoice from a booking request you were about to approve, you would either need to firstly approve it and then separately generate an invoice, or modify the booking request and tick the “Create Invoice” box when approving.

We’re making it even easier in v4.13 to generate an invoice at the same time as approving a booking request. At the bottom of your “Pending Booking Requests” screen, there’s now an “Generate Invoices when approving requests” tick box. Selecting this option before you approve booking requests will automatically generate invoices accordingly.

Note: This option will not be available if your user permissions don’t allow access to the invoicing capabilities of MIDAS.

%PAIDON% Receipt template placeholder variable to denote date invoice was paid in full

We’re also introducing a new placeholder variable for the “Invoice: Receipt” template.

The new %PAIDON% variable will be automatically substituted for the date the corresponding invoice was paid in full on.

Templates (including the “Invoice: Receipt” template) can be viewed and modified via MIDAS Admin Options → Manage MIDAS → Templates.