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