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Recurring Billing: Annual Invoice / Continuous Invoice

Ideal for long-term customer relationships & predictable revenue!

Written by Philipp Geimer

Billing Model "Recurring" as Annual or Continuous Invoice

With the billing model

+ enabled continuous invoice (annual invoice), a single invoice is created for a longer period (up to 12 months). The customer pays monthly, while the invoice remains valid for the entire period. Ideal for long-term contracts, e.g.:

  • Maintenance cleaning

  • Service contracts

  • Material flat rates

  • Costs for the use of machines & equipment


1. Open Order & Add Billing Item

  • Go to Orders & open an existing order.

  • Click "Add Billing Item".

  • Select an existing order service or create a new one.


2. Configure Billing Model

The billing generates a single invoice that recurs and is billed once a month — the amount can be recorded up to 12 times per year on the invoice.

  • Billing model:

  • Interval: monthly payments

  • Enable continuous invoice

  • Set start & end date

  • Quantity: 1.00x

  • Unit: (per) month

  • Price: price per interval, projected in accounting up to a maximum of 12 months.

  • Set tax rate

  • Save

Notes

  • Only for contracts up to 12 months.

  • The interval defines how often the amount should be transferred, e.g. monthly.

  • Set the end date to December 31 of the current year.

  • Always create all continuous / annual invoices at the beginning of a new year.


3. Create Invoice

The continuous invoice is created once & remains valid for the entire period.

  • Go to Accounting > Outstanding Items.

  • Select item & click "Create Invoice".

  • Check details & send invoice.


4. Manage Incoming Payments

  • The customer transfers the due amount monthly.

  • Mendato detects missing payments & flags them as overdue.

  • If a payment is missed, a dunning notice can be created.

Tip: Open payments can be matched automatically via the digital bank statement.


Benefits of the Continuous Invoice

  • Less administrative effort: One invoice for 12 months instead of creating new invoices monthly.

  • Clear payment structure: The customer pays monthly, invoice number & amounts stay the same.

  • Automatic payment control: Mendato flags missing payments directly.

  • Legal certainty: Meets the requirements for long-term contract billing.

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