Webinar: Invoicing (3/13/2026) Follow
Invoicing in Midnight
This webinar demonstrated how Midnight invoicing supports modern billing workflows and simplifies the process of sending invoices and collecting payments. The presenters highlighted how the system provides a more professional customer experience while reducing effort for teams responsible for billing.
The demonstration also covered how invoicing is evolving into a broader accounts receivable foundation, driving the need for enhanced reporting, increased flexibility, and support for multiple invoice recipients. The session emphasized that invoicing workflows can vary by organization and scenario, and showcased Midnight as a flexible platform designed to adapt as billing needs grow.
Questions & Answers
Q: How can we create Deposit Invoices in Midnight?
A: In Midnight, a deposit invoice is typically created by invoicing only part of the order total rather than the full amount. You would select the order, create the invoice, and enter only the deposit amount you want to collect. Midnight will leave the remaining balance due on the order. One important note: you cannot create an invoice if there is no balance due on the order. That means the order must already contain services or items with a value on it before you can invoice for a deposit.
Q: We've had a couple of customers pay their full invoice amount twice. Can we prevent additional payments on a Paid-In-Full invoice?
A: This cannot be prevented at this time. This is something that the Product Team is aware of.
Q: How do you get money into Earmarked or Escrow without the Program Fee if the customer pays via credit card?
A: Program fees are a different line item and are not added to Earmarked or Escrow postage.
Q: Have there been any changes to how escrow or earmarked funds are applied to postage and/or services with the new invoicing module? (We’re still in the legacy system.)
A: No. Escrow and earmarked funds are applied the same way as they were in the legacy system. The new invoicing module does not change how those funds are consumed for postage or services. While the process may look different, the underlying functionality remains the same. Escrow and earmarked funds will continue to be applied according to existing rules, just as they were before.
Q: If you change the price on the invoice, does it change the price total in the order as well?
A: No. The order total does not change. Midnight tracks what has been billed versus what has not been billed. Any difference remains due on the order.
Q: When we invoice the job, does the order go into Complete status even if we didn’t bill all the services?
A: No. The order does not automatically move to Complete status.
Q: When you delete a line from the invoice, can you add it back or do you have to start over?
A: You would need to add the line back manually. Deleting a line removes it from the invoice, but the service still remains on the order and can be reinvoiced.
Q: Is an invoice status type “Draft” available to show that an invoice has been started but still needs editing?
A: Yes. Invoices can remain in a draft or unfinalized state until they are reviewed, finalized, and sent.
Q: You can lock an invoice, but can it still be deleted?
A: Yes. An invoice can be locked to prevent edits, but it can still be deleted by users with the appropriate permissions.
Q: How can we credit an invoice? (For example, when a nontaxable customer fails to tell us their status after we’ve invoiced them.)
A: Credits are handled by issuing a credit invoice or credit memo. This offsets the original invoice amount rather than editing a finalized invoice.
Q: How are credits handled in the new invoice system?
A: Credits (negative line items) will be added to the invoicing functionality soon. This will allow for credits to work how they currently work in Midnight today.
Q: Is there a way to change the customer ID?
A: No. Once an invoice is created, the customer ID cannot be changed. A new invoice must be created under the correct customer if needed.
Q: Is there a way to see the batch payments once payments have been processed in the system?
A: No. Not at this time.
Q: If you have multiple email addresses for an invoice, what is the process to include multiple recipients? Is there a carbon copy (CC) functionality?
A: Yes. Although you can only choose one contact name, you can manually type in additional email addresses, (using comma and no space).
Q: Does the system send multiple emails automatically?
A: No. The system will send to all email addresses entered, but email recipients must be added each time an invoice is sent.
Q: Can you still print and mail the invoice for clients who want a hard copy?
A: Yes. Invoices can still be printed for mailing to customers who require a paper copy by either downloading and printing the invoice or by using the “Midnight Invoicing” report.
Q: Do you have to choose an account for postage requests?
A: Yes. A valid postage or funding account must be selected for postage requests so the system knows where to draw the funds.