Table of contents

MIDAS Documentation v4.35

Quotations

MIDAS can generate quotations for clients when making tentative bookings for them.

Clients can then accept and pay their quotations online, and MIDAS will convert their "tentative" booking into a confirmed booking.

To Generate a Quotation

  • Enable tentative bookings.
  • Define at least one tentative booking type.
  • When adding a booking, set its booking type to be one of your defined tentative booking types.
  • On the Booking Availability screen, select the "Generate Quotation" tick box.
  • Click "Tentative Book All Available".
  • The tentative booking(s) will be added, and a quotation generated for them.

To Modify a Quotation

Quotations may be modified in the same way as invoices - see Modifying Invoices.

To Delete a Quotation

Quotations may be deleted in the same way as invoices - see Deleting Invoices.

To Email a Quotation

Quotations may be emailed to clients in the same way as invoices - see Emailing Invoices.

To Print a Quotation

Quotations may be printed in the same way as invoices - see Printing Invoices.

Quotation Settings

A customizable quotation template may be modified via MIDAS Admin Options → Manage MIDAS → Templates. For more information, please see: Manage Templates.

Quotation settings may be accessed via MIDAS Admin Options → Manage MIDAS → Invoicing. For more information, please see: Manage Invoice Settings.

MIDAS » Documentation » Quotations