Plan Subcontractors in an Order – Step by Step

Adding a subcontractor in Mendato makes it easy to manage service delivery and billing. Here's how it works:

Mendato Orders > click the desired Order

Open the Order details:
Go to the Executors section or use the Order's context menu.

Select the subcontractor:
Click Add Executor

Select the desired subcontractor from the list.

Set the start date from which the subcontractor takes over the Order.

Click Add to create a billing for a subcontractor

Select the Order Service:

The predefined billings are taken over from the Customer.

Enter the title, description & billing details.

​ Start Date, Fixed Price or Percentage
​

Save & confirm

The subcontractor receives the Operations via the Subcontractor Portal.

There, they can view Service Receipts & document Operations.
Once the Operations are completed, Credit Notes for billing are automatically prepared.

Via Accounting > Outstanding Items > credit note items, you can create a Credit Note for a subcontractor.

Conclusion:
With these steps, you integrate subcontractors seamlessly into your order planning and ensure transparent processing. 🚀