In the third step of order creation in Mendato, the Billing section, you define the billings for your order.
A billing is not the same as an invoice. It defines what, how often and at what price something is billed — for example one-time, recurring or per operation. Based on these billings, Mendato automatically generates outstanding items from which the actual invoices are then created in accounting. More on this: What is a billing?
Here's a detailed guide for this step:
Add billing:
Click Add to create a new billing.
Assignment to an order service:
Each billing must be assigned to an order service that was created in step 2. So first select the corresponding order service that this billing should be based on.
Types:
There are three types of billings:
Service: these items relate directly to the work performed as part of the order.
Journey: this option is used to bill travel costs.
Material: for costs that arise from providing materials. Materials can be managed centrally via the material list.
Title & description:
Give the billing a title and a description. These will later be visible on the invoice for the customer.
Billing model:
Select the desired billing model:
One-time: one-time billing without repetition.
Recurring: here you can define whether the billing should repeat weekly, monthly or yearly.
Per operation: billing is done individually for each operation.
With this model you can choose between fixed quantity (a defined number) and dynamic quantity. Dynamic quantities are adjusted depending on the operation and can be based on entry, service receipt or time tracking.
Unit and price:
Set the unit (e.g. hours, days, etc.) in which the billing is done, and enter the unit price (net).
Choose the appropriate tax rate if you have to apply different tax rates for different services as a subcontractor.
Save:
Once all details are entered, click Create to save the billing.
This step is essential to ensure that all services, journeys and material costs can be billed precisely and according to the needs of the order.
Repeat the step until all billings for the order have been defined.
Feel free to also use our case examples for more clarity on the application options.
Last step: After the billings are defined, you continue to the fourth step Shifts & Operations, where you organize the planning and assignment of executions.