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Posts Tagged: invoicing

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.

Credit Notes

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 enhancement to the invoicing capabilities of our software: Credit Notes.

MIDAS now allows the creation of Credit Notes – both manually and automatically.

You can manually create a new Credit Note at any time via Invoicing → Create.

Manually create a credit note for a client
Manually create a credit note for a client

This screen is similar to the screen when manually creating/modifying invoices, except amounts and totals are negative. Once a new Credit Note has been saved, it may then be printed or emailed to the client as you would a regular invoice.

Additionally, when saving a credit note, you have the option to “Apply credit to client’s account”. With this option enabled, the total credit on the Credit Note will be added as client credit. Any credit applied to a client account in this way will automatically be deducted from their next invoice.

Furthermore, when applying refunds to invoices – which is another new feature of v4.25 – there’s an option to automatically create a corresponding Credit Note too.


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.