A credit note in Mendato is created based on an outstanding credit note item. This means that a subcontractor must first have been billed in an order so that the corresponding item appears in Accounting.
Two Ways to Create Credit Notes in Mendato:
1. Manual credit notes (time-consuming, error-prone)
Accounting > Credit Notes → Manage all credit notes, download them, send them, or mark them as paid.
Only useful if a credit note is needed outside of an order.
Must be created manually with all details.
2. Credit notes from outstanding credit note items (efficient & error-free)
Accounting > Outstanding Items > Credit Note Items → Create credit notes based on existing credit note items.
Recommended method: Automatic creation based on billed subcontractors.
Saves time, since all relevant items are automatically transferred from the order.
Where to Find What?
Accounting > Outstanding Items → Create credit notes based on the recorded services.
Accounting > Credit Notes→ Manage all credit notes, send them, mark them as paid, or send reminders.
How Credit Notes Are Created in Mendato:
Open Accounting > Outstanding Items > Credit Note Items.
Select the items that should be converted into a credit note.
Create a credit note via "Selection" > "Create Credit Note".
Adjust details: Edit the contact person, due date, and introductory and closing text.
Create the credit note and save it.
Send the credit note: Click Send to send the credit note.
Further Steps After Creation:
Download the credit note as a PDF – The created credit note can be exported directly as a PDF.
Send the credit note – Via the Send option, the credit note can be sent directly to the recipient by email.
Record payment & mark as paid
Manually: In the credit note overview, click Mark as Paid once the bank transfer has been made.
Automatically: If an .mt940 file from your online banking is uploaded (Accounting > Bank > Upload Files), the payment is automatically matched to the credit note.
Benefits of Credit Note Management in Mendato Accounting
Automatic creation – No manual entry of amounts necessary, as the credit note is generated from an item.
Easy management – All credit notes can be viewed at any time under Accounting > Credit Notes.
Efficient payment processing – Payments can be matched manually or automatically via the bank.
Tip: Using outstanding credit note items ensures that all services are billed and documented correctly!