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 Invoices
Once an invoice has been created, before it has been printed or emailed, you can modify it.
MIDAS » Documentation » Modifying Invoices Warning: Once an invoice has been printed or emailed, MIDAS assumes it has been "finalized" and sent to the client. Therefore, no further editing of the invoice, other than updating its payment status, will be allowed
See Also: Updating Invoice Status
Modifying an invoice:
- First, select the icon in the main toolbar.
- On the invoicing screen, use the "Jump to Invoice No" function to locate your invoice, or;
- Use the "Show Invoices" drop-down to select "Invoices not actioned". When the results are displayed, locate the invoice you wish to modify.
- Finally, select the invoice's corresponding icon.
- The invoice will then be displayed in an editable form, allowing you to make changes.
Tip: Selecting the last blank line of the invoice will add a new line to the invoice, allowing you to add more items
Tip: Clicking / tapping the "Amount" column header will toggle the display of calculated line amounts inclusive or exclusive of tax
Note: Invoices are not automatically sent to clients by default. They can be actioned (printed or emailed) via the Invoicing icon in the main toolbar