Once all tasks in Mendato Orders are completed and all operations have been properly closed, you can create an invoice.
Here is an overview of how to proceed:
Step-by-Step Guide to Creating an Invoice:
Switch to Mendato Accounting:
Click in the top right of Mendato to switch to the Accounting app.
In Accounting, the menu is on the left side — select "Outstanding Items". This view lists all items generated by completed operations.
Use Filters:
Use the filters to keep an overview and display the items you want.
Filter by customer, object, service, or execution date to select the right items.
Select Items and Create the Invoice:
Select the outstanding items you want to combine on a single invoice.
Click "Selection — Create Invoice" at the top to have the invoice generated automatically.
Adjust the Invoice Details
After clicking Create Invoice, a window opens.
Here you can adjust all the stored invoice details one more time.
Review the Invoice
Before the invoice is sent, you can download and review it one more time.
If the invoice contains mistakes, it can only be edited after it has been deleted or cancelled. The outstanding item can then be edited again.
Send the Invoice:
If the invoice is correct, click "Send". A dialog opens with all the important fields (such as email, subject, message, attachment) pre-filled.
Add further attachments if needed and confirm with "Send".
Record the Incoming Payment:
Once the invoice has been paid, open it under Accounting > Invoices and click the blue "Payments" button in the top right.
In the dialog, click "Record Payment", check the amount (defaults to the open amount) and date (defaults to today), and confirm with "Save". Partial payments and multiple payments per invoice are supported — see Mark Invoice as Paid (Manual) for details.
Alternatively, payments can be matched automatically via the bank import (.mt940 file) — see Mark Invoice as Paid (via Bank).
Export Accounting Data:
If your tax advisor needs the accounting data, go to Settings and click "Export Accounting Data" to export the required data.
Tip: Always make sure that all tasks — such as entering quantities and confirming time records — are completed before creating the invoice. This keeps your billing error-free and complete.