Tag Archive: invoicing


The forthcoming update to MIDAS – our popular web based room booking and resource scheduling software – includes a handful of small, but none the less useful, updates and improvements to the extensive Invoicing capabilities within the software.

We often receive ideas and suggestions from our customers as to what new features and improvements they’d like to see when it comes to invoicing within MIDAS, and so our next update (v4.19) will feature..


A new “View Only” option for the “Can use invoicing” user permission

Existing MIDAS administrators will know of the powerful set of permissions that can assigned to accounts on a per-user basis.

One of the available permissions is the “Can use invoicing” setting. This setting allows administrators to allow/deny each user the ability access to MIDAS’ Invoicing features.

Previously, this permission had three possible settings:

  • No – User has no access to any of the invoicing features
  • Yes – User has full access to all of the invoicing features
  • Limited – User may create/generate invoices, but may only view/modify/delete invoices which they created/generated (i.e. they will not have access to invoices added by other users)

For v4.19 we’re adding a forth option to this permission – “View Only“. User’s who’s “Can use invoicing” permission has been set to “View Only” will be able to view all invoices, but will not be able to modify, delete, email or print them, nor will they be able to generate or create new invoices.

This new option will be useful to organizations who wish to grant “read only” access to their invoices, for example, for the purposes of auditing.


Exporting invoice summaries in Excel format will format “Invoice Dates” as Excel dates (rather than as text)

In the previous update to MIDAS (v4.18), we introduced the ability to export invoice summaries in native Excel (.xlsx) format.

We’re made a small improvement to this for v4.19 in that invoice dates will now be formatted as Excel dates rather than as a regular text string.

This will allow for easier manipulation/format of dates when viewing your exported invoice summaries in Excel.


Tax Amount and Grand Total fields become editable

After you generate or create a new invoice in MIDAS, you may freely edit its contents prior to “finalizing” it (printing/emailing to the client).

When editing invoices, by default, MIDAS will automatically re-calculate totals when you make changes. For example, if you charge $50/hour for room hire and you’ve invoiced for 2 hours, the line total on the invoice would be $100. If you then manually change the quantity from 2 to 3 hours, MIDAS will automatically re-calculate the line total of the invoice to $150, and the grand total of the invoice accordingly.

A small “Calculate Totals” tick box is present when modifying invoices, and if un-ticked will prevent MIDAS from automatically calculating totals, allowing you to specify manual amounts if necessary.

However, in earlier version, with the “Calculate Totals” box un-ticked whilst you could modify item rates, quantities, line totals, and tax rate, the tax amount value and grand total values would still be automatically calculated and couldn’t be manually adjusted.

We’ve changed this for v4.19 so that when the “Calculate Totals” box un-ticked, you’ll be able to manually modify the value of any field on your invoice.


We’ve also made one other small change relating to invoices for v4.19, relating to the way that a client’s “Paid in Full” and “Outstanding” invoices were displayed in the Booking Information Panel.

Previously, these lists were sorted in ascending order (i.e. the client’s oldest paid invoice would appear at the top of the list “Paid in Full” list of invoices).

We’ve changed this sort behavior to descending order for v4.19, so that the client’s most recently paid/outstanding invoices will be shown at the top (rather than the end) of each respective list.


Click here to continue reading about some of the other new & improved features coming in MIDAS v4.19!

MIDAS v4.19 is coming soon! To be notified when it becomes publicly available, please join our mailing list, or to be among the very first to try the v4.19 “Beta”, why not join the Beta Test? (We reward our Beta testers too!)

If you follow our blog, then you’ll already be aware of some of the exciting new features on the horizon with MIDAS v4.16, and our previous post looked at new filter options when it came to generating printouts of your bookings.

We’re also adding a similar filter when it comes to generating invoices from your bookings:

Advanced Invoice Generation Filter

This will provide the additional flexibility to allow you to only generate invoices which include bookings that match specific filter criteria.

For example, as per the screenshot above, you can instruct MIDAS to only generate invoices for bookings which have more than ten attendees.

The advanced filter will allow you to choose a booking field (including any custom booking fields you’ve setup), select a match type, and enter a match string.

Match types available include:

  • Equals – Will include bookings where the selected booking field’s value exactly matches the string you enter
  • Does Not Equal – Will include bookings where the selected booking field’s value doesn’t exactly matches the string you enter
  • Contains – Will include bookings where the selected booking field’s value contains an occurrence of the string you enter
  • Does Not Contain – Will include bookings where the selected booking field’s value contains no occurrences of the string you enter
  • Begins With – Will include bookings where the selected booking field’s value begins with the string you enter
  • Ends With – Will include bookings where the selected booking field’s value ends with the string you enter
  • Is Greater Than – Will include bookings where the selected booking field’s numeric value is higher than the value you enter
  • Is Less Than – Will include bookings where the selected booking field’s numeric value is higher than the value you enter

These powerful new filter options for both printout and invoice generation offer a whole new level of flexibility to your MIDAS system, and we’re sure they’ll be put to great use by our customers!

Click here to continue reading about some of the other new & improved features coming in MIDAS v4.16!

MIDAS v4.16 is coming soon! To be notified when it becomes publicly available, please join our mailing list, or to be among the very first to try the v4.16 “Beta”, why not join the Beta Test? (We reward our Beta testers too!)

Work on the latest feature-rich update to our web based room booking and resource scheduling, MIDAS, is nearing completion, and so we’re excited to reveal some of these exciting new and improved features first here on our blog…

As you may be aware, MIDAS is capable of generating a wealth of printable reports, graphs, and statistics allowing you to gain valuable insight into the state of your bookings, venues, clients, invoices, and more.

The Invoicing section of this reporting allows you to see which clients or organizations have been invoiced over any given period, how much has been paid, and how much remains outstanding.

For MIDAS v4.15 we’re improving this reporting to also include an “Un-invoiced Bookings Report”. This new report shows a breakdown of the number of bookings each client/organization has over a given period which have so far not been invoiced for. This is a great way to quickly check whether you’re forgotten to invoice a particular client/organization.

New Uninvoiced Bookings Report

You can check out some of the other reports MIDAS can generate to help you gain insight into your facilities at https://mid.as/help/statistics

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?