MIDAS Documentation v4.21
Invoices can be created in a number of ways:
Generate an invoice at time of bookingDepending upon how your MIDAS administrator has configured MIDAS, invoices may be automatically created for every booking made, with no user interaction required on your part.
Alternatively, when adding a new booking you may be presented with a "Create Invoice" option on the "Booking Availability" screen. Make sure this box is ticked before selecting "Book All Available" to automatically create an invoice for your booking. This invoice will include all the bookings shown on the Booking Availability screen that are "Available", and any "Available" resources that have been assigned to the booking as well.
Generate an invoice for an existing bookingWhen clicking/tapping a booking in the Booking Grid, the following icon may be offered to you:
Selecting this icon will automatically generate an invoice for this booking, including any resources that have been assigned to it.
This icon will only be available if you have sufficient user privileges and no invoice has previously been created for the selected booking.
Generate an invoice for a client's bookings over a date rangeYou can generate a single invoice for all client's bookings over a specific date range as follows:
Only bookings for which no invoice has been previously generated will be included when generating invoices in this way
Manually create an invoiceYou can create your own invoices to your clients via the icon in the main toolbar.
Tip: If the "Calculate Totals?" tick box is selected, line totals, subtotal, and total values will be automatically updated as you modify rates/quantities
Tip: Selecting the last blank line of the invoice will add a new line to the invoice, allowing you to add more items
Note: Invoices, however created, are not automatically sent to clients. They must be actioned (printed or emailed) via the Invoicing icon in the main toolbar