Tag Archive: invoicing


Over the past few months we’ve been busy working on the next update to MIDAS, v4.14, and this upcoming release contains a wealth of new and improved features, which we’re really excited to introduce you to here on our blog

We’ve made a couple of notable improvements around invoice “auditing” in v4.14 to help make it easier for you to keep tabs on your invoices. These new improvements will allow administrators with access to the invoicing capabilities of MIDAS to:


View the complete history log for each invoice

Whilst MIDAS keeps a log of all actions and activity relating to each invoice, in previous versions of MIDAS, only the most recent action on an invoice has been displayed on screen.

However, when viewing an invoice in v4.14, you’ll be able to click the latest invoice status line at the top of an invoice to open the complete history log for that particular invoice:
Complete history for each invoice


Store internal notes & comments with each invoice

The ability to add visible “notes” to an invoice, which are then included on the finalized printed or emailed invoice sent to a client have been around in MIDAS for a while now.

However, we’ve also received a number of requests from customers who’d like to have the ability to additionally add “internal notes” to invoices as well (notes which don’t appear on invoices themselves and which are therefore hidden from clients), so that they can better keep tabs on each invoice.

To that end, in v4.14 we’ve added a “Comments” icon to the Invoice toolbar that’s shown whenever you view an invoice. Clicking this icon will allow you to view or edit internal notes/comments for the selected invoice:

Store internal notes and comments with each invoice

As these notes/comments are “internal”, they are only visible to those MIDAS users able to access the invoice. Internal notes/comments are never included on an actual printed/emailed invoice and therefore are not disclosed to the end client an invoice is for.

Continue reading about some of the other exciting improvements coming in v4.14 here!

MIDAS v4.14 is now available – Find out more

With development on the next update to our room booking and resource scheduling software, MIDAS nearing completion, we’re shedding a little light here on some of the new and improved features to look forward to in v4.13.

v4.13 includes a sprinkling of small improvements to the already extensive invoicing capabilities of MIDAS. These include…

Option to automatically mark invoices totaling zero as paid

MIDAS already provides the option to specify whether to only generate invoices if the invoice total is non-zero, or generate invoices regardless of the invoice total.
In v4.13 we’re adding an additional setting to control what happens in the event that a zero total invoice is generated. When enabled, any invoice generated that has a total of zero will automatically be marked as “Paid in full”.
You’ll find this new setting via MIDAS Admin Options → Manage MIDAS → Invoicing.

Option to generate an invoice when directly approving booking request

Previously, if you wanted to generate an invoice from a booking request you were about to approve, you would either need to firstly approve it and then separately generate an invoice, or modify the booking request and tick the “Create Invoice” box when approving.
We’re making it even easier in v4.13 to generate an invoice at the same time as you approve a booking request. At the bottom of your “Pending Booking Requests” screen, there’s now an “Generate Invoices when approving requests” tickbox. Selecting this option before you approve booking requests will automatically generate invoices accordingly.
Note: This option will not be available if your user permissions are set such as to deny you access to the invoicing capabilities of MIDAS.

%PAIDON% Receipt template placeholder variable to denote date invoice was paid in full

We’re also introducing a new placeholder variable for the “Invoice: Receipt” template.
The new %PAIDON% variable will be automatically substituted for the date the corresponding invoice was paid in full on.
Templates (including the “Invoice: Receipt” template) can be viewed and modified via MIDAS Admin Options → Manage MIDAS → Templates.

MIDAS v4.13 is expected to be made available to Beta Testers in the next few weeks, with a general release shortly after. We’re always looking for additional testers to help test and provide feedback/bug reports on pre-release versions of our software, like v4.13. Becoming a tester is free and no experience is required, and what’s more we’ll reward you for your participation! Find out more about becoming a MIDAS Beta Tester here.

If you would like to be notified when v4.13 is fully released, then why not join our Mailing List?

The next update to our Web Based Room Booking and Resource Scheduling software MIDAS is on the horizon, and throughout March we’re giving you a first look at some of the new features and improvements you can look forward to in this next MIDAS update..

One of the areas of our software that we often receive feedback and ideas for new features for is “Invoicing”. We’re pleased to once again adding even more Invoicing features for v4.12, one of which will facilitate the ability to maintain a line of “credit” for each of your clients.

Adding credit for a client is really simple, and is done via the “Current Credit” field in each client’s database entry. Simply enter the amount to credit to associate with the client and click “Save Changes”:

Maintain a line of credit for clients

Then, the next time an invoice is generated/created for the client, this credit will be applied to their invoice as a discount, and the line of credit remaining for the client updated accordingly.

Example 1:

  • A client entry has a $70 credit associated it.
  • The client’s next invoice is for a total of $100.
  • $70 is automatically deducted from the pre-tax total of their next invoice
  • The client’s remaining credit balance automatically reduces to $0

Credit automatically applied to client invoices

Example 2:

  • A client entry has a $70 credit associated with it.
  • The client’s next invoice is for a total of $50.
  • $50 is automatically deducted from the pre-tax total of that invoice
  • The client’s remaining credit balance automatically reduces to $20, which will be applied to their next invoice

Users with access to the invoicing capabilities of MIDAS and who also have the ability to modify clients can update the amount of credit associated with each client at any time.

MIDAS v4.12 is expected to be made available to Beta Testers later this month, with a general release shortly after. We’re currently looking for additional testers to help test and provide feedback/bug reports on pre-release versions of our software. Becoming a tester is free and no experience is required, and what’s more we’ll reward you for your participation! Find out more about becoming a MIDAS Beta Tester here.

If you would like to be notified when v4.12 is fully released, then why not join our Mailing List?

The next update to our web based room booking and resource scheduling software is fast approaching, and we’ve been giving you a “first look” at some of the new features and improvements you can look forward to in MIDAS v4.11.

In v4.11 we’re making it easier to quickly add resources from your inventory to invoices.

When manually creating a new invoice or modifying an existing one, you’ll now find an “Add Resources” button near to the top of the invoice area:

Quickly add resources to invoices

Clicking this button will open up your resource inventory from which you can select quantities of one or more resources to add to the current invoice, updating the invoice total accordingly.

MIDAS v4.11 will soon be generally available, however for now it is only available to Beta Testers. We’re currently looking for additional testers to help test and provide feedback/bug reports on this and future updates to our software before release. It’s free and no experience is required. Find out more here.

If you would like to be notified when v4.11 is fully released, then why not join our Mailing List?

Coming Soon in MIDAS v4.11: Invoice Receipts

The next update to our web based room booking and resource scheduling software is just around the corner, and this week we’re giving you a “first look” on our blog at some of the new features and improvements to look forward to in MIDAS v4.11.

Today we’d like to introduce you to “Invoice Receipts”.

MIDAS already contains extensive automated and manual invoicing capabilities, and now in v4.11 with just a couple of clicks, this brand new feature allows you to instantly print or email a receipt to a customer once they’ve paid (or part paid) their invoice. In the event of a part-paid invoice, the customer’s receipt will also indicate the remaining amount still outstanding.

Print Receipts

Just like “Regular” and “Cancellation” invoices, you’ll also be able to modify and customize the “Invoice Receipt” templates within your MIDAS system

MIDAS v4.11 will soon be generally available, however for now it is only available to Beta Testers. We’re currently looking for additional testers to help test and provide feedback/bug reports on this and future updates to our software before release. It’s free and no experience is required. Find out more here.

If you would like to be notified when v4.11 is fully released, then why not join our Mailing List?