In Mendato, there are two ways to manage credit notes:
Manual credit notes: Created manually, time-consuming and error-prone.
Pending credit note items: Automated, efficient, and generated directly from subcontractor billings.
1. What Are Pending Credit Note Items?
A pending credit note item is a credit note that has not yet been created for an operation performed by a subcontractor.
When is a pending credit note item created?
As soon as a subcontractor has completed an operation (e.g. via service receipts or time tracking).
This item becomes visible under Accounting > Outstanding Items > Credit Notes.
No billing has taken place yet, but the item is waiting to be converted into a credit note.
A pending credit note item is therefore the basis for creating the credit note later on.
2. What Is a Credit Note?
A credit note is the final billing document for subcontractors.
When is a credit note created?
A credit note is created from one or more pending credit note items.
It is stored in the Accounting > Credit Notes section.
Once created, it can be sent to the subcontractor.
Comparison
Method | When Useful? | Efficiency |
Manual Credit Note | If no operations were documented | Error-prone & time-consuming |
Credit Note from Pending Items | Automatic billing based on documented operations | Fast, error-free & efficient |
💡 Recommendation: Always work with pending credit note items to create credit notes efficiently and accurately for accounting.