Documentation

MIDAS Documentation v4.20

Emailing Invoices

An invoice may be emailed to a client at any time, by selecting the icon in the main toolbar.
  • On the resulting invoicing screen, use the "Jump to Invoice" function to locate a specific invoice, or use the "Show Invoices" drop down to filter invoices held in MIDAS and locate an invoice from the results.
  • Click/tap the invoice's corresponding icon to send the invoice to the client via email.

Note: Once an invoice has been emailed, MIDAS assumes it has been "finalized" and the invoice becomes "locked". Therefore, no further editing of the invoice, other than updating its payment status, will be allowed