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
Modifying Clients
To modify an existing client's details, you will firstly need to locate the client in the database.
MIDAS » Documentation » Modifying Clients To find the client, use the search function by selecting the icon in the main toolbar. Enter part of the client's name into the search field (ensuring the "Clients" search option is selected so that MIDAS knows what to search for).
Locate the client in the list of search results, and click / tap that entry's corresponding icon.
You can then view and modify all the details on file for that client.
When modifying a client, the following fields are available by default:
| Field | Description |
| Client | The client's name |
| Organization | The organization / company the client belongs to |
| Address | The client or organization's postal/mailing address |
| Phone | The client or organization's telephone number |
| Cell | The client's mobile / cellular phone number |
| The client's email address. Multiple email addresses may be added for a client by entering each address on a separate line Tip: If you wish to be able to send booking confirmations, email invoices, or contact clients via email directly from within MIDAS, a valid email address must be specified for your clients | |
| Email Reminders | The "e-mail Reminders" setting can be used in conjunction with Scheduled Tasks to automatically send the client reminders of their upcoming bookings and / or unpaid invoices |
| Current Credit | This field allows you to maintain a line of "credit" for the client. This amount will then automatically be deducted from subsequent invoices for the client, until the Current Credit reaches zero |
| Invoice To | By default, bookings for this client will also be invoiced to this client. Use the "Invoice To" option if you wish invoices for this client's bookings to instead go to a different client. This is useful in instances where the client whom a booking is for differs from the person/organization to be invoiced for their booking |
| Tax Exempt | This option, if enabled, will exclude tax from being charged on invoices for the client |
| Default Booking Type | When selecting a client on the Add/Modify Bookings screen, you may also separately select a booking type. The "Default Booking Type" setting however allows you to have a certain booking type "preselected" whenever this client is chosen A user may still go on to manually change a selected booking type on their Add/Modify Bookings screen (unless you also hide the Booking Type field from them) |
| Client Notes | An area to record additional information or internal notes relating to this client |
Once you've finished updating the client's details, select the "Modify Client" button to save changes.
Tip: You can control which client fields are available to users, and add your own custom client fields too. See Managing Client Fields