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Posts Tagged: invoicing

If you’ve been following our recent posts, you’ll know that we’re introducing a whole host of new features for MIDAS v4.25. Many of the new and improved features in v4.25 relate to invoicing.

There’s a lot to take in, so we thought it would be useful to summarize the new and improved invoicing features of MIDAS, with links to posts with more information.

In addition to the above, there’s a handful of smaller invoicing improvements worth noting too:

Updating Finalized Invoices Now Allow Updating Visible Notes

Once an invoice is first printed, or emailed to the client, MIDAS considers the invoice “finalized”. The content of finalized invoices cannot then be changed. However, MIDAS does allow you to update the paid status of the invoice at any time. Additionally, you can also add internal notes at any time time. Internal notes are not visible to clients on actual invoices.

From v4.25 we’re now also allowing you to modify the “visible” notes section on invoices – even after they’ve been finalized!

Multiple Identical Items On Invoices Are Now Consolidated

MIDAS now consolidates identical items on invoices. For example, say you’re adding a booking across two venues (rooms), each of which requires a “CD Player” resource in it.

When invoicing for these bookings, MIDAS would previously list the two venues separately and the two resources separately.

Now, MIDAS will identify these instances and combine items accordingly. So now instead of having two lines on a invoice both for a “CD Player” and both with a quantity of 1, they’d be a single “CD Player” line with a quantity of 2.

Itemized Invoice Notes No Longer Include Empty Notes

The visible “Notes” section on invoices can be configured to be automatically populated with the content of a booking field. For instance, you could set the “Booking Notes” to automatically appear in the “Notes” section of the client’s invoice.

If multiple bookings appear on the same invoice, it could get confusing as to which booking the invoice notes relate to. That’s why we’ve previously provided an “Itemize Notes” option. When enabled, each item on the client’s invoice with an associated note is indicated with a reference number. This appears on the invoice line it relates to, and then also in the Notes section below.

If an item had no notes associated with it however, it would still be given a reference number. This could be just as confusing if none of the bookings had notes. You’d end up with a string of meaningless numbers in the Notes section, like [1] [2] [3] [4] [5]

We’ve sorted this out for v4.25! Now, only bookings with notes will be numerically referenced if the “Itemize Notes” option is enabled.


These are just a few of the new and improved features for MIDAS v4.25. Please see this post for details of other new features you’ll find in v4.25.

Reddit You can also ask questions and discuss the new features of v4.25 over on Reddit.

Improvements To Cancellation Invoicing

We’re introducing a whole host of new features for MIDAS v4.25. One area that’s had a big overhaul for this update is invoicing.

The Cancellation Invoice features of MIDAS automatically generate a charge for clients if their bookings are canceled at short notice.

This charge may be in the form of a fixed amount, or as a percentage of the total cost of their booking.

These appear on an invoice which may be printed or emailed to the client, and which they may pay online.

As mentioned in a previous post, we’re improving Cancellation Invoices for v4.25. Now you’ll be able to set a specific tax rate for all your Cancellation Invoices.

Additionally, we’re adding a new option to automatically increase cancellation charges for bookings cancelled at even shorter notice.

Increase cancellation charges for bookings cancelled at even shorter notice
Increase cancellation charges for bookings cancelled at even shorter notice

For example, you could configure a 20% cancellation fee if a booking is cancelled less than two weeks before it’s due to take place, and increase this to 50% if cancelled less than one week before.


These are just a few of the new and improved features for MIDAS v4.25. Please see this post for details of other new features you’ll find in v4.25.

Reddit You can also ask questions and discuss the new features of v4.25 over on Reddit.

Merge Invoices

There’s a whole host of new features in MIDAS v4.25. One area that’s had a big overhaul for this update is invoicing.

In this post we’ll take a look at a new tool we’ve added to MIDAS allowing you to “merge” an unsent invoice into another unsent invoice.

This will allow you to combine multiple unset invoices for the same client.

Simply view the invoice you’d like to merge into another, and click the “Merge Invoice” icon.

You’ll then be shown a list of all other unsent invoices for the same client.

Merge a client's invoice into one of their other existing invoices
Merge a client’s invoice into one of their other existing invoices

Select the invoice you’d like to merge into, and click “Merge Invoice”.

Items on the original invoice will then be added to the selected invoice, and totals updated accordingly.

The original invoice will then be deleted from the system, and a corresponding audit trail added to the Recent Activity log.


These are just a few of the new and improved features for MIDAS v4.25. Please see this post for details of other new features you’ll find in v4.25.

Reddit You can also ask questions and discuss the new features of v4.25 over on Reddit.

There’s a whole host of new features in MIDAS v4.25. One area that’s had a big overhaul for this update is invoicing. Combined with this, we’ve also overhauled the exporting capabilities of our software. You can now export invoice data to several popular 3rd party accounting packages.

MIDAS can export invoices to QuickBooks Online, Xero, Clear Books, and KashFlow.

In addition, you can also export Invoice Summaries to Sage Business Cloud, and QuickFile.

Export invoice to QuickBooks, Sage, Xero and more!
Export invoice to QuickBooks, Sage, Xero and more!

Exported data is tailored to each specific accounting package in CSV format, allowing for easy import.

We also provide some additional export options for applicable accounting packages. For example, to allow you to specify a ledger/account code, or to map a custom customer field in MIDAS to a customer reference field in your account package.

Additional format-specific export options
Additional format-specific export options

For more information on exporting invoices from MIDAS to 3rd party account packages, please see our KB articles:

Plus, you can still export in previously available formats too. These include Excel, standard CSV (comma separated values), Tab-Delimited Text File, and XML formats.

We’ve improved these too, as they now also include each invoice’s Payment Terms, and therefore their Due Dates as well.


These are just a few of the new and improved features for MIDAS v4.25. Please see this post for details of other new features you’ll find in v4.25.

Reddit You can also ask questions and discuss the new features of v4.25 over on Reddit.