Table of contents
- Getting Started
- Bookings
- Clients
- Invoicing
- Creating Invoices
- Modifying Invoices
- Updating Invoice Status
- Adding Internal Invoice Notes
- Viewing Invoice History
- Deleting Invoices
- Cloning Invoices
- Merging Invoices
- Printing Invoices
- Emailing Invoices
- Refunding Invoices
- Printing Receipts
- Emailing Receipts
- Quotations
- Online Payments
- Credit Notes
- Manage Invoice Settings
- Printing
- Searching
- Statistics
- Activity Tracker
- Messages, Notes, Watches, and Reminders
- MIDAS Admin Options
- Manage MIDAS
- Manage Appearance Settings
- Manage Booking Settings
- Manage Fields
- Manage Security Settings
- Manage Email Settings
- Manage Print Settings
- Manage Safety Settings
- Manage Invoice Settings
- Manage Database Settings
- Manage Templates
- Manage Public Settings
- Manage Scheduled Tasks
- Manage Miscellaneous Settings
- Check For Updates
- Manage Addons
- Keyboard Shortcuts
- Other Sources Of Support
- About MIDAS
MIDAS Documentation v4.37
Merging Invoices
The "Merge Invoice" feature of MIDAS allows merging the contents of two unsent invoices for the same client into a single invoice.
MIDAS » Documentation » Merging Invoices To "merge" an invoice into another invoice:
- Select the icon in the main toolbar.
- On the invoicing screen, use the "Jump to Invoice" function to locate the specific unsent invoice you wish to merge into another, or use the "Show Invoices" drop-down to filter invoices held in MIDAS and locate this invoice from the results.
- Click / tap the invoice's corresponding icon. (Note: This icon is only shown on unsent invoices for clients with at least one other unsent invoice)
- You'll then be presented with a list of other unsent invoices for the client, from which you can select a target invoice for the current invoice to be merged into.
- Click "Merge Invoice" to merge the invoice currently being viewed into the selected invoice.
Following a successful merge, items from the original invoice will be appended to the target invoice, and totals updated accordingly. The original invoice will then be removed from the system.