Midas
Invoices, customers and reports
How do document bundles and workspace exports differ?
A document bundle is a selected delivery of files; a full-workspace export has a broader data scope.
How do I check invoice status, payments and history?
Use the invoice record and its recorded outcomes to understand what happened.
How do I choose the correct Midas workspace?
Midas keeps billing information within its authorised workspace.
How do I filter and download reports?
Reports provide downloadable views of retained workspace data.
How do I handle a credit or an invoice correction?
Use the invoice's supported correction controls so its original document and history remain traceable.
How do I manage customers and products?
Customer and product records support invoice preparation and reporting.
How do I prepare and review an invoice?
Invoice preparation is separate from issuing, delivering and receiving payment.
How do I record a received payment?
Recording a payment updates the invoice using the payment evidence you provide.
How do I send an invoice or payment reminder?
Invoice delivery and reminders are separate from preparing or issuing the document.
How do invoice search, categories and CSV export work?
The invoice list can be narrowed using search, status categories and the filter, sort and export controls.
Which settings belong to Midas rather than Account?
Shared personal preferences and business billing configuration have different purposes.