Send invoices as PDF attachments

We first introduced invoicing capabilities to our MIDAS room booking software way back in 2009.

Since then, it’s fair to say that invoicing has been the area that we receive the most suggestions from our customers for new features and capabilities.

That’s why over the years we’ve been constantly expanding and improving the invoicing capabilities in MIDAS.

In the past 12 months alone, we’ve allowed customers to set even more flexible venue rates, added Zoho Invoice to the growing list of 3rd party platforms you can export MIDAS invoices to, and added a couple of handy invoice tools too.

Now, the ability to be able to directly email an invoice to a client from within MIDAS is something that’s been available in our software ever since invoicing was first introduced.

This feature allowed a user to send an email to a client, with a copy of their invoice included in the body of the email.

For many of our customers this has worked well for many years, and continues to do so.

However, as the web continues to evolve, sadly many email clients haven’t kept up with more modern formatting and layout standards. This prompted us to recently introduce an new “Email Compatibility” setting to ensure that invoices sent to your customers via email display correctly in the body of the email when they come to view it.

Whilst this ensures that everyone can view a correctly formatted invoice contained within an email sent from a MIDAS system, we know that some customers would still prefer to send an invoice as a PDF file to their clients.

Until now, in order to send an invoice from a MIDAS system to a client in PDF format, a user would need to “save” the invoice to a PDF file and then attach and send it via their external email program.

Let’s be honest, this isn’t ideal, and it would be far better if you could send PDF versions of invoices to clients directly from within MIDAS.

That’s why starting from MIDAS v4.32, you’ll now have the option to be able to send invoices to your clients as PDF attachments, rather than “inline”.

Send PDF versions of invoices as email attachments
Send PDF versions of invoices as email attachments

To enable this option, cloud hosted customers can go to MIDAS Admin Options → Manage MIDAS → Email → Advanced, and tick the “Send invoices as PDF attachments” option.

For self-hosted customers running MIDAS v4.32, in order to enable this functionality, there are a couple of additional prerequisets you’ll need to install on your server first.

We’re also providing you with controls over the page size and orientation of generated PDFs and you can also control page margins too.


As you may know, our MIDAS room booking software includes integrated invoicing, allowing you to generate invoices for your client’s use of your venue.

What initially started off as quite basic functionality for setting your room rates, over the years as we’ve heard more from our customer’s specific pricing and charging scenarios – some of which have been quite complex!

As a result, over the years, we’ve constantly been developing more flexibility into how you can have MIDAS automatically calculate how much to charge your clients.

We’re now excited to announce that we’re adding even more options to venue rates, which we know will benefit a number of our customers!

More about that later, but first, let’s take a look back at some of the notable improvements we’ve made to MIDAS over the years to deal with a whole host of different pricing and charging structures.

September 2009

We first introduced invoicing capabilities with MIDAS v2.00 way back in September 2009.

From the outset, the initial invoicing features allowed administrators to define either “per booking”, “per day”, or “per hour” rates for each of their venues.

A different rate could also be set for each day of the week.

January 2011

Whilst the initial offerings of “per booking”, “per day”, or “per hour” charging rates worked well for many customers, since the introduction of invoicing in MIDAS, we’d heard from a number of customers who needed more flexibility.

Specifically, we have customers who charged different rates depending upon the “type” of booking taking place.

For example, internal users may be offered room hire at a discounted rate to that of external users.

We facilitated this scenario by introducing a new “Booking Type Discounts” feature from MIDAS v3.11.

This allowed for venue rates to be discounted by a specific percentage depending upon which Booking Type was assigned to the booking.

May 2014

The Booking Type Discounts feature certainly offered a lot more flexibility to venue charging in MIDAS.

But since its introduction, we’d also heard from customers who wanted to be able to charge different rates depending upon the length (duration) of bookings.

For instance, if a client wanted to book a space for a single hour, it would be charged at one hourly rate, whereas if they wanted to book the space for a longer period, it would instead be charged at a reduced hourly rate.

Eager to support as many different charging scenarios as practically possible, for MIDAS v4.06 we allowed setting different venue rates for different lengths of bookings.

September 2015

We made a small improvement to Booking Type Discounts for MIDAS v4.10.

Previously, Booking Type Discounts were just that – they “discounted” the standard venue rate.

For v4.10 we also allowed Booking Type Discounts to be set negative, effectively allowing venue rates to be increased from their standard rate for certain booking types.

April 2017

Further improvements came to Booking Type Discounts for MIDAS v4.15.

Discounts could now be set to take off a fixed (absolute) amount – rather than a percentage – of the standard rate.

July 2018

Another usage scenario was highlighted by a customer who wanted the ability to be able to charge for room hire based upon the number of people in attendance.

We therefore introduced a new “per person” venue rate option in MIDAS v4.19. This complimented the existing “per booking”, “per day”, and “per hour” options.

August 2019

Now, setting up (or modifying) your venue rates is something that you’ll likely do infrequently.

That said, as we’ve added numerous options to how your venue rates can be setup, it could become time consuming to set rates individually for each of the 7 days of the week.

So for MIDAS v4.22, we included an “All Days” tick box. When selected, this allowed an administrate to set the rates for just a single day of the week, but when saving have them applied to all seven days.

July 2020

Up until this point, MIDAS included a “global” tax setting that could be used to add a tax charge onto your invoice as required.

A further usage case was presented by a customer who only wanted to be able to charge tax on certain venues, with either a reduced tax rate, or zero tax on other venues.

To accommodate this, for MIDAS v4.25 we introduced “per venue” tax rates.

This allows you to setup a tax rate (percentage) for each individual venue in the software.

And now…

So that’s a brief overview of how we’ve constantly been improving the capabilities of our booking software over the years to meet our customer’s needs.

For MIDAS v4.32 we’re going even further!

A number of customers have requested the ability to be able to charge different rates depending on the time of day that a booking takes place.

For example, they may charge one hourly rate before 5pm and a different rate after 5pm.

That’s now possible starting with MIDAS v4.32!

You can set a rate based upon a booking’s start time within a given day.

NEW: Set Rates based upon the time of day a booking starts
NEW: Set Rates based upon the time of day a booking starts

These new “time of day” features can of course be used in conjunction with the other options for setting your venue rates.

You can still specify rates as either “per hour”, “per booking”, “per day”, or “per person”, have different rates for different lengths of bookings – at different times of the day, and on different days of the week!

The possibilities are immense and we hope this will cover almost every conceivable pricing structure that our customers have!


Visually Book From A Floor Plan or Map

Ever since the first version of our MIDAS room booking software, users choose the spaces they wish to book from a text list of available rooms.

Starting with MIDAS v4.31, we’re excited to now offer an alternative – the ability to book spaces by simply selecting them on a graphical floorplan, map, or schematic of your facilities.

Setting up floorplans / maps in MIDAS

Administrators can choose whether MIDAS shows a “list” of venues to users, or allows the selecting of venues from a visual floorplan or map. This is done though a setting which may be found in the software via MIDAS Admin Options → Manage MIDAS → Bookings → Floorplans / Maps.

Assign venues to groups

To be able to use floorplans or maps in MIDAS, you’ll first need to assign your venues (rooms / bookable spaces) to venue groups. Each venue group can have a floorplan or map associated with it. For example, if your building has two floors, you could have a dedicated floorplan / map for each floor.

In order to do this, you’ll need to assign all your first floor rooms to one venue group, and all your second floor rooms to another venue group.

Here’s a quick tutorial on how to assign venues to groups:

Upload a floorplan / map

Once you’ve “grouped” your bookable spaces, you can then upload an image of a floorplan, map, or schematic in which those bookable spaces appear.

You can do this via MIDAS Admin Options → Manage Venues → Groups.

Select the venue group you wish to upload an image for, and click the “Map” button to open the Map Editor.

In the Map Editor, click the “Upload New Map” button to select an image from your device to upload.

Upload a new floorplan, map, or schematic in MIDAS
Upload a new floorplan, map, or schematic in MIDAS

Your upload should be a PNG image file with dimensions of at least 200 x 200 pixels.

Define areas on your floorplan / map

Once you’ve uploaded your map, you’ll then need to tell MIDAS the position of each of your bookable spaces on that image.

To do that, select the “+” icon alongside one of the bookable spaces in the group from the right side of the Map Editor.

The “Shape Tool” selector will then open, allowing you to select whether you wish to define a rectangle, polygon, or circle area on your floorplan / map for the space you’ve selected.

The Floorplan / Map Editor in MIDAS
The Floorplan / Map Editor in MIDAS

For square or rectangular rooms, select “Rectangle“, then:

  • Click on one corner of the room on your floorplan / map (i.e. the upper left corner of the room)
  • Click on the opposite corner of the room on your floorplan / map. (i.e. the lower right corner of the room)

For irregular shaped rooms, select “Polygon“, then:

  • Click on each point in room on your floorplan / map where the perimeter walls change direction.
  • Once you’ve done this around the room’s entire perimeter, click “Done”.

For circular rooms, select “Circle“, then:

  • Click on the center of the room on your floorplan / map.
  • Click on a point on the perimeter of the room on your floorplan / map.

Once you’ve defined an area on your floorplan / map, a “tick” icon will be shown next to the name of the bookable space in the venue list.

If you make a mistake, you can easily clear an area by tapping the tick icon next to the name of the venue. The icon will change to a cross, and tapping this will remove that area from the map and allow you to recreate a new area.

Once you’ve defined areas on your map for each of your venues, click “Save Map” to save changes.

What end-users see

When a user clicks the “Add Bookings” icon in their MIDAS toolbar, instead of seeing a “list” of venues to choose from, they’ll instead see the floorplans / maps you’ve created for each of the venue groups the user has been granted permission to access.

Visually selecting venues from a floorplan on the Add Bookings screen
Visually selecting venues from a floorplan on the Add Bookings screen

Selecting a venue is then as simple as clicking on it on the floorplan. Each selected space will be highlighted in green on the floorplan, and multiple spaces may be selected on each floorplan.

A larger floorplan may also be opened by clicking on the name of the venue group, making it easier to select rooms:

Users can click to "zoom" a floorplan for a larger version from which venues can be selected
Users can click to “zoom” a floorplan for a larger version from which venues can be selected

The remainder of the booking process is exactly the same as before – the user enters the required information about their booking, checks that the dates, times, and venues they want are available and then places the booking.

Video Tutorial

Applications

Not only is the new floorplan / map feature a great way for users to see the location of the rooms they’re booking, it also has other applications as well.

Take for example a computer room, where students can book an individual workstation.

Before the floorplan / map feature, each workstation in MIDAS may have been listed with a number – for example “Workstation 1”, “Workstation 2”, “Workstation 3”, etc.

This provided no real indication to students as to the particular location of their selected computer workstation within the computer room.

By uploading a defining a floorplan of your computer room, students will instead be able to select their desired workstation by simply clicking upon its location on the floorplan.


Back in 2020 we released a brand new optional addon for MIDAS room booking systems.

The “Reviews” addon works in conjunction with leading review sites to allow you to collect reviews and feedback from your customers following their use/hire of your facilities.

Initially, the “Reviews” addon supported 4 major independent review platforms:

Collect Reviews
https://collect-reviews.com
Reviews.io
https://reviews.io
Trustpilot
https://trustpilot.com
TrustSpot
https://trustspot.io

We’ve recently update our “Reviews” addon to add support for a new fifth review platform, Psydro…

Psydro

Psydro is a UK based startup with a user-friendly platform that has been meticulously designed to help consumers make informed decisions about the businesses and organizations they interact with.

The platform allows you to collect feedback from real people about your services, which in turn allows other perspective customers to have confidence and trust in what your business offers.

How Our Reviews Addon Works

The optional “Reviews” addon for MIDAS works by automatically notifying an independent review collection platform after a client’s booking has taken place at your facilities. The review platform then in turn sends out a review invitation by email to your client asking them to leave a review or rating of your business on their website.

Here’s how the process works:

  1. A client’s booking in MIDAS takes place.
  2. Shortly thereafter, MIDAS automatically sends the client a post-booking email (the content of which is customizable via a template)
  3. When this email is sent, it is also transparently BCC’d (Blind Carbon Copied) to your chosen review collection platform
  4. The review platform in turn sends your client an invitation to rate/review your business on their independent review platform

What you’ll need

In order to be able to take advantage of the functionality the optional “Reviews” addon offers, you’ll need the following:

Complete documentation for the new Reviews addon is available online.

How to get the “Reviews” addon for MIDAS

If you’ve not yet using our MIDAS room booking system, you can purchase or subscribe to our software, and add the optional “Reviews” addon through our secure site.

Existing customers with valid subscriptions may add the optional “Reviews” addon to their booking system by upgrading online. (You’ll need to be running at least MIDAS v4.30 in order to use Psydro)

Are there any other review platforms you’d like to see included in this addon in the future? Why not let us know!