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MIDAS Documentation v4.25

Merging Invoices

The "Merge Invoice" feature of MIDAS allows merging the contents of two unsent invoices for the same client into a single invoice.

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.

MIDAS » Documentation » Merging Invoices