This process ensures that a subcontractor is properly billed for their services once they have been performed and invoiced to the customer.
1. Plan the Subcontractor in the Order
Go to Mendato Orders and open the order.
Go to Add Executor and select the subcontractor.
Set the start date and billing details (fixed price or percentage).
2. Set Up Billing & Service Receipt
Create a billing in the order to define the subcontractor's compensation.
Service receipts as proof: The subcontractor documents the service performed. The signature is provided on site or via the customer portal.
3. Create a Credit Note
Go to Accounting > Outstanding Items > Credit Note Items.
Select the completed items and click Create Credit Note.
Check the details and save the credit note.
4. Send the Credit Note & Document the Payment
The credit note can be sent directly to the subcontractor.
Optional: record a bank transfer to document the payment.
Benefits
Automated billing: All operations are recorded automatically.
Transparency: The subcontractor has full visibility via the subcontractor portal.
Legal certainty: Service receipts serve as official proof.