Before you start
You need permission for the tasks and the relevant Midas workspace.
What to do
- Choose the eligible task action or select eligible tasks for the bulk handoff.
- Review the exact tasks in the Midas handoff preview.
- Choose the customer and either an existing draft or the supported new-invoice option.
- Review the resulting draft before any separate issue or delivery action.
What happens next
The accepted task handoff is represented in an invoice draft.
If something goes wrong
A draft handoff does not mean an invoice was issued, delivered or paid. If an outcome is uncertain, inspect the task and draft before creating another handoff.
